Tuesday, 10 November 2026
Silicon Analytica
Every AI story is a chip story.
Ranking · 19 companies

Semiconductor companies ranked by gross margin (latest quarter)

Arm ranks first by gross margin in its latest quarter (Q2 FY2027) at 97.1%, ahead of Micron at 86.8%.

The median across the 19 companies with comparable stored figures is 61.9%; GlobalFoundries ranks last at 30.1%.

The biggest change from a year earlier was at Micron: +42.2 pp to 86.8%.

% of revenueArm: 97.1% · Q2 FY2027 (Calculated)Arm97.1%Q2 FY2027Micron: 86.8% · Q4 FY2026 (Reported)Micron86.8%Q4 FY2026Cadence: 85.6% · Q3 2026 (Calculated)Cadence85.6%Q3 2026NVIDIA: 75.0% · Q2 FY2027 (Calculated)NVIDIA75.0%Q2 FY2027Synopsys: 72.6% · Q3 FY2026 (Calculated)Synopsys72.6%Q3 FY2026Samsung: 69.3% · Q3 FY2026 (Calculated)Samsung69.3%Q3 FY2026Broadcom: 69.1% · Q3 FY2026 (Calculated)Broadcom69.1%Q3 FY2026TSMC: 66.4% · Q3 FY2026 (Calculated)TSMC66.4%Q3 FY2026Texas Instruments: 64.2% · Q3 2026 (Calculated)Texas Instruments64.2%Q3 2026KLA: 61.9% · Q1 FY2027 (Calculated)KLA61.9%Q1 FY2027NXP: 57.8% · Q3 2026 (Calculated)NXP57.8%Q3 2026ASML: 57.5% · Q3 FY2026 (Reported)ASML57.5%Q3 FY2026AMD: 53.9% · Q3 FY2026 (Calculated)AMD53.9%Q3 FY2026Lam Research: 52.3% · Q1 FY2027 / September 2026 quarter (Calculated)Lam Research52.3%Q1 FY2027 / September…Qualcomm: 50.7% · Q4 FY2026 and FY2026 (Calculated)Qualcomm50.7%Q4 FY2026 and FY2026Applied Materials: 50.3% · Q3 FY2026 (Calculated)Applied Materials50.3%Q3 FY2026Tokyo Electron: 47.8% · Q2 FY2027 (Calculated)Tokyo Electron47.8%Q2 FY2027Intel: 43.0% · Q3 FY2026 (Calculated)Intel43.0%Q3 FY2026GlobalFoundries: 30.1% · Q3 2026 (Calculated)GlobalFoundries30.1%Q3 2026MedianSource: company filings and results releases (latest quarter, periods ending Jul 2026–Sep 2026) · Calculated bySilicon Analytica from reported figuresSilicon Analyticasiliconanalytica.com/rankings/gross-margin?period=quarter
  • Calculated gross profit ÷ revenue (company-stated ratios used where filed).
View sources (21)
Source
1Arm97.1% Calc.Q2 FY2027Exhibit 99.2 FYE27 Q2 (30-Sep-26) Shareholder Le… ↗
2Micron86.8%Q4 FY2026Micron Q4 FY2026 earnings release (Form 8-K, Ex.… ↗
3Cadence85.6% Calc.Q3 2026 Cadence Reports Third Quarter 2026 Financial R… ↗
4NVIDIA75.0% Calc.Q2 FY2027NVIDIA Form 10-Q filed 2026-08-26 ↗
5Synopsys72.6% Calc.Q3 FY2026Synopsys Form 10-Q filed 2026-08-26 ↗
6Samsung69.3% Calc.Q3 FY2026Samsung Electronics 3Q 2026 Earnings Call ↗
7Broadcom69.1% Calc.Q3 FY2026Broadcom Form 10-Q filed 2026-09-10 ↗
8TSMC66.4% Calc.Q3 FY2026TSMC Reports Third Quarter EPS of NT$29.43 ↗
9Texas Instruments64.2% Calc.Q3 2026Investor relations - TI reports third quarter 20… ↗
10KLA61.9% Calc.Q1 FY2027KLA Earnings Shareholder Letter Q1 FY27 ↗
11NXP57.8% Calc.Q3 2026NXP Semiconductors Reports Third Quarter 2026 Re… ↗
12ASML57.5%Q3 FY2026ASML quarterly US GAAP financial statements (For… ↗
13AMD53.9% Calc.Q3 FY2026AMD Reports Third Quarter 2026 Financial Results ↗
14Lam Research52.3% Calc.Q1 FY2027 / September 2026 quarterLam Research Corporation Reports Financial Resul… ↗
15Qualcomm50.7% Calc.Q4 FY2026 and FY2026FY2026 4th Quarter Earnings Release ↗
16Applied Materials50.3% Calc.Q3 FY2026Applied Materials Form 10-Q filed 2026-08-20 ↗
17Tokyo Electron47.8% Calc.Q2 FY2027Summary of Consolidated Financial Results for th… ↗
18Intel43.0% Calc.Q3 FY2026Intel Reports Third-Quarter 2026 Financial Resul… ↗
19GlobalFoundries30.1% Calc.Q3 2026GlobalFoundries Reports Third Quarter 2026 Finan… ↗

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 gross margin?

Arm ranks first by gross margin in its latest quarter (Q2 FY2027) at 97.1%, ahead of Micron at 86.8%.

What is the median gross margin of the semiconductor companies covered?

The median across the 19 companies with comparable stored figures is 61.9%; GlobalFoundries ranks last at 30.1%.

Other rankings