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

Semiconductor companies ranked by R&D intensity (latest fiscal year)

Latest fiscal yearLatest quarter

Arm ranks first by R&D intensity in its latest fiscal year (FY2026) at 56.4%, ahead of Synopsys at 35.1%.

The median across the 19 companies with comparable stored figures is 11.8%; Micron ranks last at 4.2%.

The biggest change from a year earlier was at Micron: −5.9 pp to 4.2%.

% of revenueArm: 56.4% · FY2026 (Calculated)Arm56.4%FY2026Synopsys: 35.1% · FY2025 (Calculated)Synopsys35.1%FY2025Intel: 26.1% · FY2025 (Calculated)Intel26.1%FY2025Qualcomm: 23.7% · FY2026 (Calculated)Qualcomm23.7%FY2026AMD: 23.4% · FY2025 (Calculated)AMD23.4%FY2025NXP: 19.2% · FY2025 (Calculated)NXP19.2%FY2025Broadcom: 17.2% · FY2025 (Calculated)Broadcom17.2%FY2025ASML: 14.4% · FY2025 (Calculated)ASML14.4%FY2025Applied Materials: 12.6% · FY2025 (Calculated)Applied Materials12.6%FY2025Texas Instruments: 11.8% · FY2025 (Calculated)Texas Instruments11.8%FY2025Tokyo Electron: 11.4% · FY2026 (Calculated)Tokyo Electron11.4%FY2026Samsung: 11.3% · FY2025 (Calculated)Samsung11.3%FY2025KLA: 11.3% · FY2026 (Calculated)KLA11.3%FY2026Lam Research: 10.2% · FY2026 (Calculated)Lam Research10.2%FY2026NVIDIA: 8.6% · FY2026 (Calculated)NVIDIA8.6%FY2026GlobalFoundries: 7.6% · FY2025 (Calculated)GlobalFoundries7.6%FY2025SK hynix: 6.7% · FY2025 (Calculated)SK hynix6.7%FY2025TSMC: 6.5% · FY2025 (Calculated)TSMC6.5%FY2025Micron: 4.2% · FY2026 (Calculated)Micron4.2%FY2026MedianSource: company filings and results releases (latest fiscal year, periods ending Oct 2025–Sep 2026) · Calculated bySilicon Analytica from reported figuresSilicon Analyticasiliconanalytica.com/rankings/rd-intensity
  • Calculated R&D expense ÷ revenue (company-stated ratios used where filed).
View sources (21)
Source
1Arm56.4% Calc.FY2026Arm Holdings Form 20-F filed 2026-05-26 ↗
2Synopsys35.1% Calc.FY2025Synopsys Form 10-K filed 2025-12-22 ↗
3Intel26.1% Calc.FY2025Intel Form 10-K filed 2026-01-23 ↗
4Qualcomm23.7% Calc.FY2026FY2026 4th Quarter Earnings Release ↗
5AMD23.4% Calc.FY2025AMD Form 10-K filed 2026-02-04 ↗
6NXP19.2% Calc.FY2025NXP Semiconductors Form 10-K for FY2025, filed 2… ↗
7Broadcom17.2% Calc.FY2025Broadcom Form 10-K filed 2025-12-18 ↗
8ASML14.4% Calc.FY2025ASML Form 20-F filed 2026-02-25 ↗
9Applied Materials12.6% Calc.FY2025Applied Materials Form 10-K filed 2025-12-12 ↗
10Texas Instruments11.8% Calc.FY2025Texas Instruments Form 10-K filed 2026-02-06 ↗
11Tokyo Electron11.4% Calc.FY2026Consolidated Financial Statements (audited), Jap… ↗
12Samsung11.3% Calc.FY2025Samsung Electronics Consolidated Financial State… ↗
13KLA11.3% Calc.FY2026KLA Form 10-K filed 2026-08-06 ↗
14Lam Research10.2% Calc.FY2026Lam Research Form 10-K filed 2026-08-07 ↗
15NVIDIA8.6% Calc.FY2026NVIDIA Form 10-K filed 2026-02-25 ↗
16GlobalFoundries7.6% Calc.FY2025GlobalFoundries Form 20-F for FY2025, filed 2026… ↗
17SK hynix6.7% Calc.FY2025SK hynix audited consolidated financial statemen… ↗
18TSMC6.5% Calc.FY2025TSMC Form 20-F filed 2026-04-16 ↗
19Micron4.2% Calc.FY2026Micron Form 10-K filed 2026-10-09 ↗

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 R&D intensity?

Arm ranks first by R&D intensity in its latest fiscal year (FY2026) at 56.4%, ahead of Synopsys at 35.1%.

What is the median R&D intensity of the semiconductor companies covered?

The median across the 19 companies with comparable stored figures is 11.8%; Micron ranks last at 4.2%.

Other rankings

RevenueRevenue growth y/yGross marginOperating marginNet marginCapital expenditureFree cash flowFinancials leaderboard