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

Semiconductor companies ranked by net margin (latest quarter)

Latest fiscal yearLatest quarter

Micron ranks first by net margin in its latest quarter (Q4 FY2026) at 69.5%, ahead of NVIDIA at 62.0%.

The median across the 20 companies with comparable stored figures is 30.7%; GlobalFoundries ranks last at −14.2%.

The biggest change from a year earlier was at Micron: +41.2 pp to 69.5%.

% of revenueMicron: 69.5% · Q4 FY2026 (Calculated)Micron69.5%Q4 FY2026NVIDIA: 62.0% · Q2 FY2027 (Calculated)NVIDIA62.0%Q2 FY2027TSMC: 51.1% · Q3 FY2026 (Calculated)TSMC51.1%Q3 FY2026Broadcom: 44.2% · Q3 FY2026 (Calculated)Broadcom44.2%Q3 FY2026ASML: 42.5% · Q3 FY2026 (Calculated)ASML42.5%Q3 FY2026Texas Instruments: 40.0% · Q3 2026 (Calculated)Texas Instruments40.0%Q3 2026Samsung: 38.5% · Q3 FY2026 (Calculated)Samsung38.5%Q3 FY2026SK hynix: 38.0% · Q3 FY2026 (Calculated)SK hynix38.0%Q3 FY2026KLA: 37.4% · Q1 FY2027 (Calculated)KLA37.4%Q1 FY2027Lam Research: 33.5% · Q1 FY2027 / September 2026 quarter (Calculated)Lam Research33.5%Q1 FY2027 / September…Applied Materials: 27.8% · Q3 FY2026 (Calculated)Applied Materials27.8%Q3 FY2026NXP: 23.3% · Q3 2026 (Calculated)NXP23.3%Q3 2026Tokyo Electron: 22.7% · Q2 FY2027 (Calculated)Tokyo Electron22.7%Q2 FY2027Synopsys: 22.0% · Q3 FY2026 (Calculated)Synopsys22.0%Q3 FY2026Intel: 20.1% · Q3 FY2026 (Calculated)Intel20.1%Q3 FY2026AMD: 18.2% · Q3 FY2026 (Calculated)AMD18.2%Q3 FY2026Cadence: 17.7% · Q3 2026 (Calculated)Cadence17.7%Q3 2026Qualcomm: 12.1% · Q4 FY2026 and FY2026 (Calculated)Qualcomm12.1%Q4 FY2026 and FY2026Arm: 9.0% · Q2 FY2027 (Calculated)Arm9.0%Q2 FY2027GlobalFoundries: −14.2% · Q3 2026 (Calculated)GlobalFoundries−14.2%Q3 2026MedianSource: company filings and results releases (latest quarter, periods ending Jul 2026–Sep 2026) · Calculated bySilicon Analytica from reported figuresSilicon Analyticasiliconanalytica.com/rankings/net-margin?period=quarter
  • Calculated net income ÷ revenue (company-stated ratios used where filed).
View sources (24)
Source
1Micron69.5% Calc.Q4 FY2026Micron Q4 FY2026 earnings release (Form 8-K, Ex.… ↗
2NVIDIA62.0% Calc.Q2 FY2027NVIDIA Form 10-Q filed 2026-08-26 ↗
3TSMC51.1% Calc.Q3 FY2026TSMC Reports Third Quarter EPS of NT$29.43 ↗
4Broadcom44.2% Calc.Q3 FY2026Broadcom Q3 FY2026 results release ↗
5ASML42.5% Calc.Q3 FY2026ASML quarterly US GAAP financial statements (For… ↗
6Texas Instruments40.0% Calc.Q3 2026Investor relations - TI reports third quarter 20… ↗
7Samsung38.5% Calc.Q3 FY2026Samsung Electronics 3Q 2026 Earnings Call ↗
8SK hynix38.0% Calc.Q3 FY2026SK hynix Announces Third Quarter 2026 Financial … ↗
9KLA37.4% Calc.Q1 FY2027KLA Corporation Reports Fiscal 2027 First Quarte… ↗
10Lam Research33.5% Calc.Q1 FY2027 / September 2026 quarterLam Research Corporation Reports Financial Resul… ↗
11Applied Materials27.8% Calc.Q3 FY2026Applied Materials Form 10-Q filed 2026-08-20 ↗
12NXP23.3% Calc.Q3 2026NXP Semiconductors Form 10-Q — period ended 2026… ↗
13Tokyo Electron22.7% Calc.Q2 FY2027Summary of Consolidated Financial Results for th… ↗
14Synopsys22.0% Calc.Q3 FY2026Synopsys Form 10-Q filed 2026-08-26 ↗
15Intel20.1% Calc.Q3 FY2026Intel Reports Third-Quarter 2026 Financial Resul… ↗
16AMD18.2% Calc.Q3 FY2026AMD Reports Third Quarter 2026 Financial Results ↗
17Cadence17.7% Calc.Q3 2026 Cadence Reports Third Quarter 2026 Financial R… ↗
18Qualcomm12.1% Calc.Q4 FY2026 and FY2026FY2026 4th Quarter Earnings Release ↗
19Arm9.0% Calc.Q2 FY2027Exhibit 99.2 FYE27 Q2 (30-Sep-26) Shareholder Le… ↗
20GlobalFoundries−14.2% 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 net margin?

Micron ranks first by net margin in its latest quarter (Q4 FY2026) at 69.5%, ahead of NVIDIA at 62.0%.

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

The median across the 20 companies with comparable stored figures is 30.7%; GlobalFoundries ranks last at −14.2%.

Other rankings

RevenueRevenue growth y/yGross marginOperating marginR&D as % of revenueCapital expenditureFree cash flowFinancials leaderboard