Tuesday, 10 November 2026
Silicon Analytica
Every AI story is a chip story.
Ranking · 20 companies

Semiconductor companies ranked by capital expenditure (latest fiscal year)

Latest fiscal yearLatest quarter

TSMC ranks first by capital expenditure in its latest fiscal year (FY2025) at ≈US$39.4B (NT$1,272.4B), ahead of Samsung at ≈US$35.5B.

The median across the 20 companies with comparable stored figures is $1.5B; Cadence ranks last at $142M.

The biggest change from a year earlier was at Arm: +148.9% in its reporting currency.

US$ (≈US$ for non-USD reporters, approximate)TSMC: ≈US$39.4B · FY2025 (Reported, approximate US$)TSMC≈US$39.4BFY2025Samsung: ≈US$35.5B · FY2025 (Reported, approximate US$)Samsung≈US$35.5BFY2025Micron: $30.7B · FY2026 (Reported)Micron$30.7BFY2026SK hynix: ≈US$20.6B · FY2025 (Reported, approximate US$)SK hynix≈US$20.6BFY2025Intel: $14.6B · FY2025 (Reported)Intel$14.6BFY2025NVIDIA: $6.0B · FY2026 (Reported)NVIDIA$6.0BFY2026Texas Instruments: $4.6B · FY2025 (Reported)Texas Instruments$4.6BFY2025Qualcomm: $2.5B · FY2026 (Reported)Qualcomm$2.5BFY2026Applied Materials: $2.3B · FY2025 (Reported)Applied Materials$2.3BFY2025ASML: ≈US$1.8B · FY2025 (Reported, approximate US$)ASML≈US$1.8BFY2025Tokyo Electron: ≈US$1.3B · FY2026 (Reported, approximate US$)Tokyo Electron≈US$1.3BFY2026AMD: $974M · FY2025 (Reported)AMD$974MFY2025Lam Research: $966M · FY2026 (Reported)Lam Research$966MFY2026GlobalFoundries: $722M · FY2025 (Reported)GlobalFoundries$722MFY2025Broadcom: $623M · FY2025 (Reported)Broadcom$623MFY2025Arm: $545M · FY2026 (Reported)Arm$545MFY2026NXP: $397M · FY2025 (Reported)NXP$397MFY2025KLA: $376M · FY2026 (Reported)KLA$376MFY2026Synopsys: $169M · FY2025 (Reported)Synopsys$169MFY2025Cadence: $142M · FY2025 (Reported)Cadence$142MFY2025MedianSource: company filings and results releases (latest fiscal year, periods ending Oct 2025–Sep 2026) · Reported; ≈US$conversions approximateSilicon Analyticasiliconanalytica.com/rankings/capex
View sources (20)
Reporting currencySource
1TSMC≈US$39.4BNT$1,272.4BFY2025TSMC Form 20-F filed 2026-04-16 ↗
2Samsung≈US$35.5B₩47.5TFY2025Samsung Electronics Consolidated Financial State… ↗
3Micron$30.7B—FY2026Micron Form 10-K filed 2026-10-09 ↗
4SK hynix≈US$20.6B₩27.5TFY2025SK hynix audited consolidated financial statemen… ↗
5Intel$14.6B—FY2025Intel Form 10-K filed 2026-01-23 ↗
6NVIDIA$6.0B—FY2026NVIDIA Form 10-K filed 2026-02-25 ↗
7Texas Instruments$4.6B—FY2025Texas Instruments Form 10-K filed 2026-02-06 ↗
8Qualcomm$2.5B—FY2026FY2026 4th Quarter Earnings Release ↗
9Applied Materials$2.3B—FY2025Applied Materials Form 10-K filed 2025-12-12 ↗
10ASML≈US$1.8B€1.6BFY2025ASML Form 20-F filed 2026-02-25 ↗
11Tokyo Electron≈US$1.3B¥209.0BFY2026Consolidated Financial Statements (audited), Jap… ↗
12AMD$974M—FY2025AMD Form 10-K filed 2026-02-04 ↗
13Lam Research$966M—FY2026Lam Research Form 10-K filed 2026-08-07 ↗
14GlobalFoundries$722M—FY2025GlobalFoundries Form 20-F for FY2025, filed 2026… ↗
15Broadcom$623M—FY2025Broadcom Form 10-K filed 2025-12-18 ↗
16Arm$545M—FY2026Arm Holdings Form 20-F filed 2026-05-26 ↗
17NXP$397M—FY2025NXP Semiconductors Form 10-K for FY2025, filed 2… ↗
18KLA$376M—FY2026KLA Form 10-K filed 2026-08-06 ↗
19Synopsys$169M—FY2025Synopsys Form 10-K filed 2025-12-22 ↗
20Cadence$142M—FY2025Cadence Form 10-K filed 2026-02-19 ↗

Each company's latest fiscal year is compared (latest fiscal year, periods ending Oct 2025–Sep 2026); fiscal calendars differ, so each row shows its own period. Companies without the needed stored figures are left out. Figures update automatically when new filings are stored.

Questions

Which semiconductor company has the highest capital expenditure?

TSMC ranks first by capital expenditure in its latest fiscal year (FY2025) at ≈US$39.4B (NT$1,272.4B), ahead of Samsung at ≈US$35.5B.

What is the median capital expenditure of the semiconductor companies covered?

The median across the 20 companies with comparable stored figures is $1.5B; Cadence ranks last at $142M.

Other rankings

RevenueRevenue growth y/yGross marginOperating marginNet marginR&D as % of revenueFree cash flowFinancials leaderboard