Inflection Research

May 14, 2008

Top Semiconductor Companies

Filed under: Investing, Platforms, Semiconductors — Tags: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , — semanticzen @ 4:19 am

In conjunction with the micro-chunking of my paper on the next generation of semiconductor design I’ve compiled a list of the top semiconductor companies based on their market capitalization at the end of 2007.

I have not included vertically integrated companies like: Samsung, Toshiba, IBM, Hitachi, Sharp, Philips/NXP, etc. I’ve also excluded companies not listed in the West like: Renesas, Hynix, and Freescale. Based on how poor the memory market has been and typically is I’m not sure Renesas and Hynix would make the list and Freescale’s market share has been dropping so they would not be in the top 20.

 

Size

2007 Results

Symbol

Mkt Cap

Revenue

Profits

Industry Segment

   
1 Intel

INTC

113

37.3

6.3

Processors  
2 Taiwan Semiconductor

TSM

45.5

9.7

3.9

Fab  
3 Texas Instraments

TXN

41

13.7

2.6

Analog & DSP  
4 Applied Materials

AMAT

24.2

9.7

1.7

Assemby & Test  
5 Freescale Semiconductor

(private)

16.5

5.7

n/a

Semiconductor Devices  
6 MEMC Electronics Materials

WFR

14.9

1.8

0.6

Assemby & Test  
7 Nvidia

NVDA

13.5

3.8

0.7

Graphics  
8 Broadcom

BRCM

12.5

3.7

0.4

Networking  
9 STMicroeletronics

STM

11

9.9

0.8

Semiconductor Devices  
10 ASML Holdings

ASML

11

4.5

0.8

Assemby & Test  
11 Analog Devices

ADI

8.3

2.6

0.55

Analog  
12 KLA-Tencor

KLAC

7.9

2.8

0.5

Assemby & Test  
13 United Microeletronics

UMC

7.7

3.4

1

Fab  
14 Infineon

IFX

7.3

10.2

-0.5

Semiconductor Devices  
15 Sandisk

SNDK

6.4

3.8

0.1

Memory  
16 Marvell Technology

MRVL

6.4

2.7

-2

Semiconductor Devices  
17 Maxim

MXIM

6.4

1.7

0.5

Analog  
18 Xilinx

XLNX

6.2

1.8

0.4

Programmable Devices  
19 Linear Technology

LLTC

6.2

1.1

0.4

Analog  
20 Microchip Technology

MCHP

6.2

1

0.3

Processors  
21 Altera

ALTR

5.9

1.3

0.3

Programmable Devices  
22 LAM Research

LRCX

5.4

2.4

0.6

Assemby & Test  
23 Micron

MU

4.9

5.7

-0.7

Memory  
24 National Semiconductor

NSM

4.9

1.9

0.3

Analog  
25 Advantest

ATE

4.8

2

0.3

Assemby & Test  
26 Advanced Semiconductor

ASX

4.5

3.1

0.6

Packaging & Testing  
27 Siliconware Precision

SPIL

4

1.8

0.4

Packaging & Testing  
28 AMD

AMD

3.9

6

-2

Processors  
29 Novellus Systems

NVLS

2.9

1.7

0.2

Assemby & Test  
30 Intersil

ISIL

2.9

0.7

0.1

Analog  
31 LSI

LSI

2.8

2.4

-0.4

ASIC  
32 ARM Holdings

ARMHY

2.8

0.5

0.1

Processors  

No Comments Yet »

No comments yet.

RSS feed for comments on this post. TrackBack URI

Leave a comment

Blog at WordPress.com.