Monday, 9 November 2026
Silicon Analytica
Every AI story is a chip story.
Fountain pen and a microchip resting on open annual report pages
  • TSMC2330
  • Samsung005930
  • IntelINTC

3 of 3 selected. Remove a company to add another.

Different business models: TSMC (foundry) · Samsung (integrated manufacturing (IDM)) · Intel (integrated manufacturing (IDM)). Margins and multiples are not directly comparable.

2330 · IF IDM & foundryNext report: 10 Nov 2026
005930 · MS Memory & storageNo upcoming date listed
INTC · IF IDM & foundryNo upcoming date listed

Valuation

Market cap

TSMC. Leader.
Samsung Electronics.
Intel.

Trailing P/Elower is betterPeriods differ

TSMC.
Samsung Electronics. No dated market figure stored
Intel. No dated market figure stored

P/Slower is betterPeriods differ

TSMC.
Samsung Electronics. No dated market figure stored
Intel.

Profitability

Gross margin

TSMC.
Samsung Electronics. Leader.
Intel.

Operating margin

TSMC. Leader.
Samsung Electronics.
Intel.

Diluted EPS

TSMC.
Samsung Electronics. Not stored for this period
Intel.

EPS (basic)

TSMC. Not stored for this period
Samsung Electronics. Not stored for this period
Intel.

R&D % of revenue

TSMC.
Samsung Electronics. Not stored for this period
Intel.

Scale

Revenue

TSMC.
Samsung Electronics. Leader.
Intel.

Operating income

TSMC.
Samsung Electronics. Leader.
Intel.

Net income

TSMC.
Samsung Electronics. Leader.
Intel.

R&D

TSMC.
Samsung Electronics. Not stored for this period
Intel.

Capex

TSMC.
Samsung Electronics. Not stored for this period
Intel. Not stored for this period

Net cash / net debt

TSMC.
Samsung Electronics. Not stored for this period
Intel.

Employees

TSMC.
Samsung Electronics. Not stored for this period
Intel. Not stored for this period

Shares outstandingPeriods differ

TSMC.
Samsung Electronics.
Intel.
MetricTSMCSamsungIntelPeer median(20 companies)
Valuation
Market capLeader.
Trailing P/Elower is betterPeriods differ——
P/Slower is betterPeriods differ—
Profitability
Gross marginLeader.
Operating marginLeader.
Diluted EPS—
EPS (basic)——
R&D % of revenue—
Scale
RevenueLeader.
Operating incomeLeader.
Net incomeLeader.
R&D—
Capex——
Net cash / net debt—
Employees——
Shares outstandingPeriods differ

Valuation

P/SMultiple (x), trailing twelve months; period under each companyIntel: 9.0x · as of 12 Oct 2026 (Calculated)Intel9.0xas of 12 Oct 2026Source: company filings, trailing twelve months · Silicon Analytica calculationsSilicon Analyticasiliconanalytica.com/financials
  • Calculated Market cap ÷ trailing-twelve-month revenue.
View sources (1)

Not shown: TSMC: period end not recorded; Samsung: No dated market figure stored.

Profitability

Gross marginPercent, latest quarter; period under each companyTSMC: 66.4% · Q3 FY2026 · to 30 Sep 2026 (Calculated)TSMC66.4%Q3 FY2026 · to 30 Sep…Samsung: 69.3% · Q3 FY2026 · to 30 Sep 2026 (Calculated)Samsung69.3%Q3 FY2026 · to 30 Sep…Intel: 43.0% · Q3 FY2026 · to 26 Sep 2026 (Calculated)Intel43.0%Q3 FY2026 · to 26 Sep…Source: company filings, latest quarter · Silicon Analytica calculationsSilicon Analyticasiliconanalytica.com/financials
  • Calculated Gross profit ÷ revenue, GAAP/IFRS unless labelled otherwise.
View sources (3)
Operating marginPercent, latest quarter; period under each companyTSMC: 58.7% · Q3 FY2026 · to 30 Sep 2026 (Calculated)TSMC58.7%Q3 FY2026 · to 30 Sep…Samsung: 55.0% · Q3 FY2026 · to 30 Sep 2026 (Calculated)Samsung55.0%Q3 FY2026 · to 30 Sep…Intel: 15.3% · Q3 FY2026 · to 26 Sep 2026 (Calculated)Intel15.3%Q3 FY2026 · to 26 Sep…Source: company filings, latest quarter · Silicon Analytica calculationsSilicon Analyticasiliconanalytica.com/financials
  • Calculated Operating income ÷ revenue, GAAP/IFRS unless labelled otherwise.
View sources (3)
Net marginPercent, latest quarter; period under each companyTSMC: 51.1% · Q3 FY2026 · to 30 Sep 2026 (Calculated)TSMC51.1%Q3 FY2026 · to 30 Sep…Samsung: 38.5% · Q3 FY2026 · to 30 Sep 2026 (Calculated)Samsung38.5%Q3 FY2026 · to 30 Sep…Intel: 20.1% · Q3 FY2026 · to 26 Sep 2026 (Calculated)Intel20.1%Q3 FY2026 · to 26 Sep…Source: company filings, latest quarter · Silicon Analytica calculationsSilicon Analyticasiliconanalytica.com/financials
  • Calculated Net income ÷ revenue for the same period (Silicon Analytica calculation unless the company states it).
View sources (5)
R&D % of revenuePercent, latest quarter; period under each companyTSMC: 6.0% · Q3 FY2026 · to 30 Sep 2026 (Calculated)TSMC6.0%Q3 FY2026 · to 30 Sep…Intel: 21.1% · Q3 FY2026 · to 26 Sep 2026 (Calculated)Intel21.1%Q3 FY2026 · to 26 Sep…Source: company filings, latest quarter · Silicon Analytica calculationsSilicon Analyticasiliconanalytica.com/financials
  • Calculated R&D ÷ revenue for the same period.
View sources (2)

Not shown: Samsung: Not stored for this period.

Scale

RevenueUS$, latest quarter; period under each companyTSMC: ≈US$46.7B · Q3 FY2026 · to 30 Sep 2026 (Reported, approximate US$)TSMC≈US$46.7BQ3 FY2026 · to 30 Sep…Samsung: ≈US$146.1B · Q3 FY2026 · to 30 Sep 2026 (Reported, approximate US$)Samsung≈US$146.1BQ3 FY2026 · to 30 Sep…Intel: US$16.5B · Q3 FY2026 · to 26 Sep 2026 (Reported)IntelUS$16.5BQ3 FY2026 · to 26 Sep…Source: company filings, latest quarter · Silicon Analytica calculationsSilicon Analyticasiliconanalytica.com/financials
  • Calculated ≈US$ for non-US$ reporters uses the stored conversion for each value; reporting-currency figures are in the table view.
View sources (3)

Revenue mix

TSMC

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Samsung

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Intel

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Each company's own classification and latest fiscal year with a stored split; categories differ between companies and are never added together.

Period ends — TSMC: 30 Sep 2026 · Samsung: 30 Sep 2026 · Intel: 26 Sep 2026. Valuation multiples remain trailing.

Copper underline: the leader among values for comparable periods. Higher is better, except P/E and P/S, where the lower positive multiple leads. R&D, capex, employees and shares have no leader. Peer median uses the latest quarter of the 20 covered companies and is shown for ratios only. “—” means neither the figure nor its inputs are stored; hover or tap for the missing input. Values marked Calculated are Silicon Analytica calculations from stored reported figures.

How to read this comparison

Business models. The selected companies have different business models; margins and multiples need that context. TSMC manufactures chips for customers; utilisation, process mix and depreciation affect margins; Samsung designs and manufactures chips; factory utilisation, product mix and depreciation affect margins; Intel designs and manufactures chips; factory utilisation, product mix and depreciation affect margins.

Cyclicality. TSMC (foundry) · Samsung (memory & storage) · Intel (integrated manufacturing (IDM)): earnings are sensitive to capacity, utilisation and the investment or demand cycle. Trailing multiples can be distorted by peak or trough earnings.

Accounting and periods. Latest reported quarter ends — TSMC: 2026-09-30 · Samsung: 2026-09-30 · Intel: 2026-09-26. Each value retains its period, status and source; adjusted measures remain separate. Same-mode periods within 100 days are compared; valuation multiples remain trailing.