Semiconductors stocks
Peer comparison of the 9 Semiconductors stocks tracked by R40, ordered by market cap.
Ordered by market cap, largest first — not by Rule of 40 score.
| Company | R40 | Market cap | Price | Revenue growth | FCF margin | P/E |
|---|---|---|---|---|---|---|
TSM
Taiwan Semiconductor Manufacturing Company Limited
|
R40562026 Q2 | $2.37T | $456.19 | +33.7% | +22.6% | 34.5 |
AVGO
Broadcom Inc.
|
R401322026 Q3 | $1.65T | $351.19 | +85.5% | +46.2% | 47.3 |
SKHY
SK hynix Inc.
|
R40n/m | $1.34T | $184.15 | - | - | - |
MU
Micron Technology, Inc.
|
R40440FY2026 Q4 | $1.21T | $1,065.11 | +379.3% | +60.6% | 22.0 |
AMD
Advanced Micro Devices, Inc.
|
R40642026 Q2 | $1.00T | $611.76 | +50.1% | +13.5% | 148.9 |
INTC
Intel Corporation
|
R40532026 Q2 | $544.64B | $120.23 | +25.4% | +27.6% | n/m |
SNDK
Sandisk Corporation
|
R40451FY2026 Q4 | $272.78B | $1,739.89 | +371.6% | +79.0% | 16.7 |
MRVL
Marvell Technology, Inc.
|
R4054FY2027 Q2 | $237.26B | $264.21 | +36.5% | +17.5% | 71.7 |
QCOM
QUALCOMM Incorporated
|
R401FY2026 Q3 | $198.58B | $184.04 | −4.0% | +5.0% | 21.4 |
Latest Semiconductors news
Earnings
· MU
MU Q4 FY2026 reported earnings analysis
Micron beat its top guide: $54.23bn and $33.42 non-GAAP EPS. The quarter had 14 weeks; per week revenue grew 21.5%, and the $38.15 guide implies 22.1%.
R40
Preview
· MU
MU Q4 FY2026 earnings preview
Micron reports Q4 FY2026 after Wednesday's close. Consensus is $31.41 to $31.83 non-GAAP EPS on $50.86bn to $51.49bn, at the top of its guide.
R40
News
· AVGO
China Counted Broadcom's Switches. Broadcom's 17.5% China Line Is a Shipping Label.
SASAC surveyed Broadcom switches in state data centres. Broadcom's annual report disclaims its 17.5% China line and reports revenue for no end market.
R40