Tuesday, 10 November 2026
Silicon Analytica
Every AI story is a chip story.
Ranking · 14 companies

Semiconductor companies ranked by capital expenditure (latest quarter)

Latest fiscal yearLatest quarter

TSMC ranks first by capital expenditure in its latest quarter (Q3 FY2026) at ≈US$13.7B (NT$443.2B), ahead of Micron at $11.1B.

The median across the 14 companies with comparable stored figures is $463M; NXP ranks last at $51M.

The biggest change from a year earlier was at Broadcom: +274.6% in its reporting currency.

US$ (≈US$ for non-USD reporters, approximate)TSMC: ≈US$13.7B · Q3 FY2026 (Reported, approximate US$)TSMC≈US$13.7BQ3 FY2026Micron: $11.1B · Q4 FY2026 (Calculated)Micron$11.1BQ4 FY2026NVIDIA: $2.7B · Q2 FY2027 (Calculated)NVIDIA$2.7BQ2 FY2027Applied Materials: $707M · Q3 FY2026 (Calculated)Applied Materials$707MQ3 FY2026AMD: $648M · Q3 FY2026 (Reported)AMD$648MQ3 FY2026Broadcom: $532M · Q3 FY2026 (Calculated)Broadcom$532MQ3 FY2026Texas Instruments: $463M · Q3 2026 (Reported)Texas Instruments$463MQ3 2026ASML: ≈US$463M · Q3 FY2026 (Reported, approximate US$)ASML≈US$463MQ3 FY2026GlobalFoundries: $301M · Q3 2026 (Reported)GlobalFoundries$301MQ3 2026Lam Research: $258M · Q1 FY2027 / September 2026 quarter (Reported)Lam Research$258MQ1 FY2027 / September…KLA: $195M · Q1 FY2027 (Reported)KLA$195MQ1 FY2027Arm: $72M · Q2 FY2027 (Reported)Arm$72MQ2 FY2027Synopsys: $67M · Q3 FY2026 (Calculated)Synopsys$67MQ3 FY2026NXP: $51M · Q3 2026 (Reported)NXP$51MQ3 2026MedianSource: company filings and results releases (latest quarter, periods ending Jul 2026–Sep 2026) · Reported; ≈US$conversions approximateSilicon Analyticasiliconanalytica.com/rankings/capex?period=quarter
View sources (14)
Reporting currencySource
1TSMC≈US$13.7BNT$443.2BQ3 FY2026TSMC Reports Third Quarter EPS of NT$29.43 ↗
2Micron$11.1B Calc.—Q4 FY2026Micron Form 10-K filed 2026-10-09 ↗
3NVIDIA$2.7B Calc.—Q2 FY2027NVIDIA Form 10-Q filed 2026-08-26 ↗
4Applied Materials$707M Calc.—Q3 FY2026Applied Materials Form 10-Q filed 2026-08-20 ↗
5AMD$648M—Q3 FY2026AMD Reports Third Quarter 2026 Financial Results ↗
6Broadcom$532M Calc.—Q3 FY2026Broadcom Form 10-Q filed 2026-09-10 ↗
7Texas Instruments$463M—Q3 2026Investor relations - TI reports third quarter 20… ↗
8ASML≈US$463M€413MQ3 FY2026ASML reports €11.7 billion total net sales and €… ↗
9GlobalFoundries$301M—Q3 2026GlobalFoundries Reports Third Quarter 2026 Finan… ↗
10Lam Research$258M—Q1 FY2027 / September 2026 quarterLam Research Corporation Reports Financial Resul… ↗
11KLA$195M—Q1 FY2027KLA Corporation Reports Fiscal 2027 First Quarte… ↗
12Arm$72M—Q2 FY2027Exhibit 99.2 FYE27 Q2 (30-Sep-26) Shareholder Le… ↗
13Synopsys$67M Calc.—Q3 FY2026Synopsys Form 10-Q filed 2026-08-26 ↗
14NXP$51M—Q3 2026NXP Semiconductors Reports Third Quarter 2026 Re… ↗

Each company's latest quarter is compared (latest quarter, periods ending Jul 2026–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 quarter (Q3 FY2026) at ≈US$13.7B (NT$443.2B), ahead of Micron at $11.1B.

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

The median across the 14 companies with comparable stored figures is $463M; NXP ranks last at $51M.

Other rankings

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