IDMs & Foundries

Makes memory chips, smartphones, TVs, and display panels globally.

Market cap

$1669T

Revenue CAGR proj.

46%

Operating margin

13%

FCF yield 26e

17%

Korea Exchange · South Korea

Makes DRAM, NAND, and high-bandwidth memory chips.

Market cap

$988B

Revenue CAGR proj.

67%

Operating margin

26%

FCF yield 26e

5.2%

Nasdaq · United States

Makes automotive, industrial, and connected-device semiconductors.

Market cap

$62B

Revenue CAGR proj.

11%

Operating margin

27%

FCF yield 26e

5.6%

Nasdaq · Netherlands

The world's leading supplier of high-bandwidth memory chips for AI.

Market cap

$1252T

Revenue CAGR proj.

82%

Operating margin

49%

FCF yield 26e

17%

Korea Exchange · South Korea

Designs x86 processors and is rebuilding itself as a contract chip foundry.

Market cap

$460B

Revenue CAGR proj.

11%

Operating margin

1.8%

FCF yield 26e

-0.3%

Nasdaq · United States

The world's leading pure-play chip foundry.

Market cap

$1.9T

Revenue CAGR proj.

28%

Operating margin

51%

FCF yield 26e

2.4%

Taiwan Stock Exchange · Taiwan

Makes analog and embedded semiconductors.

Market cap

$255B

Revenue CAGR proj.

13%

Operating margin

35%

FCF yield 26e

3.1%

Nasdaq · United States