Semiconductor Operating Performance Tracker

Fundamentals through 27 Aug 2026 · Market data through 4 Sept 2026

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SignalsRelative performance vs SOXXRevenue growth YoYRevenue growth QoQGross marginDollar EPSEPS growth
SNDKSandisk—$216.8BMemory0Laggard-100Negative+15.0%+26.0%+560.3%—————+22.6%+61.3%+251.0%+371.6%+12.1%+357.0%-14.6 pp+21.4%+31.1%+96.7%+50.7%+17.7%-33.0 pp29.9%51.1%78.4%84.6%84.0%-0.6 pp$1.22$6.20$23.41$39.25$45.00—+404.1%—+13434.5%+3588.5%-9846.0 pp
MUMicron Technology$1.03TMemory3Laggard-95Negative+6.8%+18.0%+183.6%+1140.8%————+46.0%+56.6%+196.3%+345.7%+16.8%+341.9%-3.8 pp+21.7%+20.6%+74.9%+73.7%+20.6%-53.1 pp44.7%56.0%74.4%84.6%86.0%+1.4 pp$2.83$4.60$12.07$24.67$30.73+249.4%+175.4%+756.0%+1368.5%+985.9%-382.6 pp
SKHYSK hynix—$1.00TMemory—N/A—N/A+7.7%+18.8%——————+39.1%+66.1%+198.0%+256.8%———+10.0%+34.3%+60.2%+50.9%——57.0%69.0%79.0%83.0%———————+125.3%+86.0%+396.6%+1052.2%——
CRDOCredo Technology—$41.5BNetworking24Weakening+18Aligned-28.9%-24.2%-54.1%+709.2%————+272.1%+201.5%+157.0%+114.7%+1.9%+97.7%-17.0 pp+20.2%+51.9%+7.4%+9.6%-7.9%-17.5 pp67.5%68.5%68.2%64.5%63.9%-0.6 pp$0.44$0.82$0.88$0.67——+412.5%+319.0%+97.1%——
LITELumentum—$31.0BNetworking82Leader-8Aligned-3.7%+7.9%+66.4%+1329.8%————+58.0%+65.5%+86.2%+109.3%+2.2%+120.5%+11.2 pp+11.0%+24.7%+21.5%+24.5%+24.2%-0.3 pp36.2%36.1%43.3%47.4%——$1.10$1.67$2.37$3.23$4.20+511.1%+297.6%+315.8%+267.1%+281.8%+14.8 pp
NVDANVIDIA—$5.05TGPU & CPU Layer33Weakening-2Aligned+3.7%+12.8%-49.0%+170.1%————+62.5%+73.2%+85.2%+105.9%+5.7%+89.5%-16.4 pp+22.0%+19.5%+19.8%+17.9%+12.2%-5.7 pp73.4%75.0%74.9%75.0%74.0%-1.0 pp$1.30$1.76$2.39$2.46—+66.7%+97.8%+214.5%+127.8%——
ALABAstera Labs—$48.1BMemory18Laggard-44Negative+5.0%-10.1%+13.9%—————+103.9%+91.8%+93.4%+104.5%+9.0%+138.5%+34.1 pp+20.1%+17.4%+14.0%+27.3%+40.2%+12.9 pp76.2%75.6%76.3%73.3%72.0%-1.3 pp$0.50$0.25$0.44$0.83$0.90—-79.7%+144.4%+186.2%+79.0%-107.2 pp
TERTeradyne—$57.0BTest, Materials & Subsystems6Laggard-61Negative-1.6%-7.4%+12.0%+25.0%————+4.3%+43.9%+87.0%+103.9%+10.7%+62.5%-41.4 pp+18.0%+40.8%+18.4%+3.6%-5.9%-9.6 pp58.4%57.2%60.9%59.8%——$0.75$1.62$2.53$2.38$1.94-15.7%+82.0%+314.8%+385.7%+158.7%-227.0 pp
AVGOBroadcom—$1.71TGPU & CPU Layer—N/A—N/A-5.2%-10.3%-68.9%+112.6%————+28.2%+29.5%+47.9%+85.5%+0.6%+93.2%+7.7 pp+12.9%+7.2%+14.9%+33.4%+4.1%-29.2 pp68.0%68.1%69.5%69.1%——$1.75$1.50$1.91$2.68——+31.6%+85.4%+215.3%——
BESIYBE Semiconductor Industries—$21.0BTest, Materials & Subsystems73Improving—N/A————————-15.3%+8.5%+28.3%+68.7%+0.1%+111.9%+43.2 pp-10.4%+25.4%+11.1%+35.2%+12.5%-22.7 pp62.2%63.9%63.5%65.7%64.0%-1.7 pp$0.31$0.53$0.64$1.10—-45.9%+20.5%+63.8%+177.3%——
LSCCLattice Semiconductor—$16.5BGPU & CPU Layer100Leader+58Positive-0.9%-11.9%-15.2%-186.0%————+4.0%+12.0%+42.2%+62.0%+0.0%+65.0%+3.0 pp+4.8%+12.0%+17.2%+17.7%+26.9%+9.2 pp67.7%68.5%68.8%70.3%71.5%+1.2 pp$0.03$0.07$0.16$0.14$0.64——+128.6%+133.3%+2033.3%+1900.0 pp
AMDAdvanced Micro Devices—$745.6BGPU & CPU Layer36Weakening-45Negative+0.4%-3.8%+50.3%+130.8%————+35.6%+34.1%+37.9%+50.1%+3.0%+40.6%-9.5 pp+20.3%+11.1%-0.2%+12.5%+12.7%+0.2 pp54.0%57.0%55.0%56.0%56.0%0.0 pp$0.75$0.92$0.84$1.38—+59.6%+206.7%+90.9%+155.6%——
AVTAvnet—$7.1BPackaging & Distribution—N/A—N/A+1.7%+3.6%+20.2%-117.2%————+5.3%+11.6%+34.0%+47.7%+11.4%+55.1%+7.5 pp+5.0%+7.1%+12.7%———10.4%10.5%10.4%10.4%——$0.61$0.75$1.14$1.51$2.67-7.6%-24.2%+12.9%+1577.8%+337.7%-1240.1 pp
MPWRMonolithic Power Systems—$63.1BAnalog, Power & Embedded—N/A—N/A-4.8%-4.2%-37.2%-69.1%————+18.9%+20.8%+26.1%+47.6%+9.0%+56.0%+8.4 pp+10.9%+1.9%+7.1%+21.9%+17.3%-4.7 pp55.1%55.2%55.3%55.2%——$3.71$3.58$3.92$5.22—+25.8%-87.9%+40.5%+87.8%——
ADIAnalog Devices—$179.9BAnalog, Power & Embedded15Laggard-18Aligned-1.8%-0.3%-37.9%-100.5%————+25.9%+30.4%+37.3%+39.6%-7.1%+39.8%+0.2 pp+9.1%+6.8%+2.7%+14.7%+18.7%+4.0 pp63.1%64.7%67.3%67.3%——$1.60$1.69$2.40$2.74$3.14+68.4%+116.7%+110.5%+163.5%+96.2%-67.2 pp
MCHPMicrochip Technology—$40.3BAnalog, Power & Embedded45Neutral+29Positive-0.5%-3.4%-54.1%-208.8%————-2.0%+15.6%+35.1%+38.0%+2.0%+40.7%+2.6 pp+6.0%+4.0%+10.6%+13.2%+8.0%-5.2 pp55.9%59.6%61.0%63.2%65.8%+2.6 pp$0.03$0.06$0.22$0.37$0.54-78.6%———+1683.3%—
ANETArista Networks—$198.0BNetworking58Neutral+8Aligned-3.0%+5.8%-24.8%+87.2%————+27.5%+27.0%+35.1%+37.7%+8.4%+40.3%+2.6 pp+6.0%+7.8%+8.7%+12.1%+8.7%-3.4 pp64.2%64.8%65.1%62.9%——$0.75$0.80$0.84$0.95$1.07+25.0%+29.0%+31.3%+35.7%+42.7%+7.0 pp
ACMRACM Research—$5.4BWafer-Fab Equipment—N/A—N/A-2.2%-5.7%+16.0%+98.4%————+32.0%+9.4%+34.2%+36.0%———+25.0%-9.2%-5.4%+26.7%——42.0%40.9%46.4%46.0%——$0.52$0.11$0.24$1.23—+15.6%-76.6%-20.0%+179.5%——
MTSIMACOM Technology Solutions—$19.7BNetworking85Leader+33Positive-0.8%+2.5%-15.7%+18.1%————+30.1%+24.5%+22.5%+35.8%+2.2%+60.8%+25.0 pp+3.6%+4.0%+6.4%+18.4%+22.7%+4.3 pp57.1%57.4%58.5%59.7%60.5%+0.8 pp$0.67$0.64$0.60$1.28—+67.5%—+42.9%+166.7%——
COHRCoherent—$42.0BNetworking52Neutral+12Aligned-1.3%-8.8%-20.0%+445.3%————+17.3%+17.5%+20.5%+33.7%+3.3%+35.5%+1.7 pp+6.0%+6.6%+7.1%+13.3%+12.4%-0.9 pp36.6%37.0%37.7%38.5%40.5%+2.0 pp$1.19$0.76$0.97$1.19$2.20————+84.9%—
TSMTaiwan Semiconductor—$1.70TFoundry55Neutral+9Aligned+0.5%+6.9%-30.9%+163.6%————+35.9%+23.1%+40.6%+33.7%+1.5%+39.9%+6.2 pp+2.4%+1.9%+6.4%+12.0%+12.6%+0.6 pp59.5%62.3%66.2%67.7%66.0%-1.7 pp$2.92$3.14$3.49$3.75—+39.2%+35.6%+58.3%+60.5%——
SMTCSemtech—$11.3BNetworking—N/A—N/A+10.5%+18.6%+28.0%+251.3%————+12.7%+9.3%+15.9%+32.7%+4.2%+53.6%+20.8 pp+3.6%+2.8%+6.1%+17.5%+19.9%+2.4 pp51.9%50.4%52.0%53.8%——−$0.03−$0.34$0.27$1.59———+22.7%———
FORMFormFactor—$8.4BTest, Materials & Subsystems9Laggard-55Negative-0.0%-9.5%+13.6%-9.7%————-2.5%+13.6%+32.0%+31.9%+7.6%+33.2%+1.3 pp+3.5%+6.2%+5.1%+14.2%+4.6%-9.6 pp39.8%42.2%38.4%50.7%52.0%+1.3 pp$0.20$0.29$0.26$0.71$0.75-16.7%+141.7%+225.0%+491.7%+275.0%-216.7 pp
AEISAdvanced Energy Industries—$11.0BTest, Materials & Subsystems—N/A—N/A+0.8%-13.6%-38.4%-66.7%————+23.8%+17.8%+26.3%+30.0%-5.4%+38.1%+8.1 pp+9.1%+4.9%+5.6%+4.4%+25.2%+20.8 pp37.6%38.6%39.3%41.1%——$1.20$1.32$1.58$1.28——+2.3%+143.1%+91.0%——
LRCXLam Research—$388.1BWafer-Fab Equipment88Leader+17Aligned-0.3%+0.9%+7.3%+136.7%————+27.7%+22.1%+23.8%+30.0%+1.9%+52.1%+22.2 pp+3.0%+0.4%+9.3%+15.1%+20.5%+5.4 pp50.4%49.6%49.8%51.7%52.0%+0.3 pp$1.24$1.26$1.45$1.81$2.15+44.2%+37.0%+40.8%+35.1%+73.4%+38.3 pp
MRVLMarvell Technology—$201.1BNetworking97Leader+3Aligned+1.0%+6.4%+90.6%+81.5%————+57.6%+36.8%+22.1%+27.6%+0.7%+34.6%+7.0 pp+5.8%+3.4%+7.0%+9.0%+11.7%+2.7 pp50.4%51.6%51.7%52.1%52.6%+0.5 pp$0.22$2.20$0.45$0.04$0.37——+95.7%-80.0%+68.2%+148.2 pp
ASXASE Technology—$42.0BPackaging & Distribution—N/A—N/A-2.9%+1.0%+62.8%+161.1%————+4.0%+9.0%+15.0%+26.7%———+3.5%+1.8%+2.2%+10.0%——19.3%19.8%20.0%21.0%——$0.18$0.21$0.24$0.29—+8.0%+12.0%+20.0%+32.0%——
STMSTMicroelectronics—$45.0BAnalog, Power & Embedded42Neutral-37Negative+3.6%+0.5%+29.4%-192.3%————-2.0%+4.0%+9.0%+26.0%+1.1%+26.8%+0.8 pp+2.8%+9.7%-11.4%+12.7%+5.8%-6.9 pp33.0%33.5%33.8%34.8%37.0%+2.2 pp−$0.05$0.12$0.04$0.29———————
AMKRAmkor Technology—$11.9BPackaging & Distribution27Weakening+13Aligned-2.3%-10.2%-51.0%-130.9%————+6.7%+15.9%+27.5%+25.6%+5.4%+0.7%-24.9 pp+31.5%-5.0%-10.8%+12.7%+5.4%-7.3 pp14.3%16.7%14.2%16.8%19.0%+2.2 pp$0.22$0.51$0.68$0.33$0.77-18.5%+4.1%+58.1%+266.7%+250.0%-16.7 pp
INTCIntel—$458.5BGPU & CPU Layer30Weakening-61Negative+4.9%-0.9%+86.9%-42.5%————+2.8%-4.1%+7.2%+25.4%—+19.4%-6.0 pp+6.2%+0.2%-0.7%+18.8%+1.1%-17.7 pp38.2%36.1%39.4%40.4%41.0%+0.6 pp$0.90−$0.10−$0.73−$2.16$0.31————-65.6%—
AMATApplied Materials—$384.3BWafer-Fab Equipment—N/A—N/A-3.7%-12.6%+4.8%-6.9%————-3.5%-2.1%+11.4%+24.8%-11.6%+50.7%+25.9 pp+2.8%-6.9%+3.1%+12.8%+29.6%+16.8 pp48.9%48.9%50.0%50.3%——$2.36$2.54$3.51$3.17—+12.9%+75.2%+33.5%+42.8%——
TSEMTower Semiconductor—$12.5BFoundry—N/A—N/A+4.7%-3.1%+16.7%+436.7%————+6.8%+14.0%+15.6%+23.6%+1.1%+31.4%+7.8 pp+6.3%+11.2%-5.9%+11.1%+13.0%+1.9 pp23.5%26.8%26.8%30.0%——$0.47$0.70$0.57$0.79———+62.9%+92.7%——
TXNTexas Instruments—$236.5BAnalog, Power & Embedded61Improving+17Aligned-2.3%-4.8%-21.3%-143.7%————+14.2%+10.4%+18.6%+22.8%+5.1%+24.4%+1.6 pp+6.6%-6.7%+9.1%+13.2%+8.0%-5.2 pp57.4%55.9%58.0%61.4%——$1.48$1.28$1.68$2.14$2.40+0.7%-2.3%+31.3%+51.8%+62.2%+10.4 pp
ARMArm Holdings—$175.0BGPU & CPU Layer79Improving-7Aligned+3.2%-6.0%+57.9%—————+34.5%+26.4%+20.1%+22.4%+2.3%+21.6%-0.8 pp+9.4%+9.4%+20.0%-13.5%+7.1%+20.6 pp97.5%97.6%97.9%97.2%——$0.22$0.21$0.29$0.25$0.47+120.0%-12.3%+47.9%+108.3%+113.6%+5.3 pp
ASMLASML Holding—$565.0BWafer-Fab Equipment91Leader+30Positive-1.1%+4.3%-11.7%-43.2%————+0.7%+4.9%+13.2%+21.3%+4.8%+54.0%+32.7 pp-6.7%+29.3%-9.8%+6.4%+23.3%+16.9 pp52.0%51.7%53.0%54.0%56.0%+2.0 pp$5.49$6.84$7.15$7.59—+8.0%+12.0%+15.0%+20.0%——
RMBSRambus—$9.4BMemory64Improving+64Positive-2.6%-10.9%-79.7%-156.3%————+22.7%+18.1%+8.1%+20.4%—+19.3%-1.1 pp+3.7%+6.6%-5.3%+15.1%+2.7%-12.4 pp79.5%78.9%79.7%79.8%——$0.53$0.44$0.58$0.55$0.63+60.6%-2.2%+1.8%-1.8%+18.9%+20.7 pp
ASMIYASM International—$42.0BWafer-Fab Equipment—N/A—N/A————————+3.0%-14.0%+3.0%+20.0%+2.4%+37.5%+17.5 pp+3.0%-12.8%+23.5%+16.3%+9.7%-6.6 pp51.9%49.8%53.3%51.9%——$4.20$3.38$4.85$5.80—+3.0%-18.0%+42.0%+41.5%——
NXPINXP Semiconductors—$56.1BAnalog, Power & Embedded21Weakening+11Aligned-0.3%+0.0%-66.8%-191.2%————-2.4%+7.2%+12.2%+19.5%+5.1%+18.2%-1.3 pp+8.4%+5.1%-4.6%+9.9%+7.3%-2.6 pp56.3%54.2%56.2%57.3%——$1.75$2.48$1.80$4.43$3.42-31.1%-11.1%-6.7%+130.7%+95.7%-35.0 pp
CSCOCisco Systems—$408.0BNetworking76Improving+38Positive-2.9%-6.2%-29.3%-108.3%————+8.0%+10.0%+11.0%+17.7%+3.0%+21.5%+3.8 pp+1.4%+2.7%+3.3%+9.5%+4.6%-4.9 pp65.0%65.1%64.2%64.1%63.5%-0.6 pp$0.72$0.76$0.85$1.10$1.09+8.0%+10.0%+13.0%+23.0%+51.4%+28.4 pp
UMCUnited Microelectronics—$64.5BFoundry—N/A—N/A+2.7%+4.8%+96.7%-0.1%————+2.6%+2.0%+5.4%+17.0%———+0.5%+4.5%-0.7%+12.0%——30.1%30.8%30.7%32.5%——$0.40$0.44$0.46$0.54—+10.0%+12.0%+18.0%+30.0%——
GLWCorning—$93.0BNetworking94Leader+25Positive+1.5%+0.8%+4.5%+174.3%————+14.0%+16.0%+26.0%+17.0%+3.0%+16.0%-1.0 pp+5.2%+3.4%-1.6%+9.0%+4.5%-4.5 pp38.8%39.1%39.2%39.6%——$0.49$0.62$0.43$0.64$0.87+14.0%+18.0%+138.9%+18.5%+77.6%+59.0 pp
KLACKLA—$237.2BWafer-Fab Equipment12Laggard-36Negative+3.5%-0.8%-19.4%+64.8%————+13.0%+7.2%+11.5%+15.2%+2.3%+24.6%+9.4 pp+1.1%+2.7%+3.6%+7.1%+9.4%+2.3 pp61.3%61.4%61.1%61.4%61.6%+0.2 pp$8.47$8.68$9.12$1.04$1.14+20.8%+40.9%+11.8%+14.3%-86.5%-100.8 pp
CRUSCirrus Logic—$5.6BAnalog, Power & Embedded—N/A—N/A+2.2%-11.1%-77.1%-169.0%————+3.5%+4.5%+5.7%+12.9%-0.1%-3.7%-16.6 pp+37.7%+3.5%-22.8%+2.5%+17.5%+15.0 pp52.5%53.1%53.0%52.6%——$2.48$2.66$1.57$1.47—+35.5%+26.1%+20.8%+28.9%——
IFNNYInfineon Technologies—$62.0BAnalog, Power & Embedded—N/A—N/A————————+2.0%+7.0%+6.2%+12.6%+1.8%+19.2%+6.6 pp+1.0%-7.1%+4.1%+9.4%+12.7%+3.3 pp43.8%44.1%44.3%44.5%——$0.31$0.34$0.36$0.40—+2.0%+7.0%+6.0%+13.0%——
ENTGEntegris—$21.1BTest, Materials & Subsystems39Weakening-19Aligned+0.6%+0.1%-7.6%-169.0%————-0.1%-3.0%+5.0%+11.5%+6.4%+14.0%+2.5 pp+1.9%+2.1%-1.5%+8.8%+4.2%-4.6 pp43.5%43.8%46.9%47.6%——$0.46$0.33$0.60$0.61$0.79-9.8%-50.7%+46.3%+74.3%+71.7%-2.5 pp
IPGPIPG Photonics—$3.0BAnalog, Power & Embedded—N/A—N/A-0.3%-13.0%-63.7%-233.4%————+7.6%+17.1%+16.6%+11.1%+1.3%+11.6%+0.5 pp+0.0%+9.4%-3.3%+4.9%+0.5%-4.4 pp39.5%36.1%37.5%40.4%——$0.18$0.30$0.04$0.12——+11.1%-55.6%-25.0%——
ACLSAxcelis Technologies—$3.8BWafer-Fab Equipment67Improving+44Positive-2.6%-13.5%-29.4%-245.8%————-16.7%-5.6%+3.3%+10.6%+5.0%+7.7%-2.9 pp+9.8%+11.6%-16.5%+8.2%+6.9%-1.3 pp41.6%47.0%40.5%42.4%——$0.83$1.11$0.30$0.75$0.76-44.3%-27.9%-65.9%-23.5%-8.4%+15.0 pp
ONON Semiconductor—$28.0BAnalog, Power & Embedded48Neutral+21Aligned+0.2%-3.8%-35.3%-230.7%————-12.0%-11.2%+4.7%+9.2%+1.2%+9.6%+0.4 pp+5.6%-1.3%-1.1%+6.0%+6.0%+0.1 pp37.9%36.0%38.5%38.4%40.9%+2.5 pp$0.63$0.40−$0.08$0.56$0.85-32.3%-54.5%—+36.6%+34.9%-1.7 pp
NOKNokia—$56.5BNetworking—N/A—N/A-4.0%+5.2%-15.7%-42.6%————-8.0%+3.0%+2.0%+8.0%———-3.5%+27.1%-26.3%+7.1%——43.8%44.1%44.2%44.6%——$0.03$0.05$0.02$0.00——+25.0%————
GFSGlobalFoundries—$25.2BFoundry70Improving+49Positive-1.2%-9.0%-42.9%-223.7%————-2.9%0.0%+3.1%+5.8%+2.1%+11.7%+5.9 pp0.0%+8.4%-10.7%+9.3%+5.5%-3.8 pp24.8%27.8%27.6%28.3%30.5%+2.2 pp$0.44$0.36$0.18$0.30$0.37+37.5%—-52.6%-26.8%-15.9%+10.9 pp
AMSSYams OSRAM—$5.3BAnalog, Power & Embedded—N/A—N/A————————-5.0%-3.0%+2.0%+3.9%+1.3%-2.4%-6.3 pp+1.5%-2.5%+1.0%+2.0%+1.8%-0.2 pp29.1%30.2%30.9%31.5%—————————————
SWKSSkyworks Solutions—$10.1BAnalog, Power & Embedded—N/A—N/A+10.3%+14.9%-53.7%-231.0%————+7.3%-3.1%-1.0%-3.1%—-5.9%-2.8 pp+14.0%-5.9%-8.9%-0.9%+10.7%+11.7 pp40.7%41.3%40.8%40.1%——$0.95$0.53$0.24$0.22—+163.9%-47.0%-44.2%-68.6%——
QCOMQualcomm—$169.3BAnalog, Power & Embedded—N/A—N/A+1.1%+8.4%-72.4%-150.2%————+10.0%+5.0%-3.5%-4.0%—-10.4%-6.4 pp+8.7%+8.7%-13.5%-6.2%+1.5%+7.7 pp55.3%54.6%53.8%53.1%——−$2.77$2.78$6.88$1.87$1.32—-1.8%+173.0%-23.0%——
QRVOQorvo—$8.2BAnalog, Power & Embedded—N/A—N/A+6.4%+12.3%-51.0%-210.7%————-6.0%-10.0%-7.0%-4.2%———+6.0%-4.8%-19.4%-2.9%——42.1%43.8%48.9%51.1%——$0.20$0.46$0.32$0.96————+255.6%——
AIXXFAixtron—$2.8BWafer-Fab Equipment—N/A—N/A————————-23.2%-17.5%-47.4%-16.2%+4.6%+50.0%+66.2 pp-12.6%+55.9%-68.4%+94.9%+56.4%-38.5 pp39.0%46.0%18.0%41.0%——$0.13$0.42−$0.25$0.17—-32.0%-11.0%—-6.0%——