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Top Semiconductor Companies’ Revenue
change versus prior quarter in local currency
USSB
ReportedlGuidancel
company
2025
2025
3025
Comments on 3025
Nvidia
45.0
2.1%
nla
2025 is 1Q25 guidance
2
Samsung SC
19.9
11%
nla
high-bandwidth memory strong
3
SK Hynix
15.9
269
nla
demand strong
4
Broadcom
14.9
0.1%
nla
2025 is 1025 guidance
5
Intel
12.9
1.59
1.99
strength in client, foundry down
6
Micron
9.3
169
209
strong demand for Al memory
7
Qualcomm (IC)
9.0
~5.0%
3.49
handset & auto up,loTflat
8
AMD
7.7
3.39
1396
growth in client and data center
9
MediaTek
4.9
~1.9%
10%
mobile down, global uncertainties
10
TI
4.4
9.39
4.0%
auto weak, global uncertainties
11
Infineon
4,.2
3.1%
5.39
Al
strong, auto weak
12
NXP
2.9
3.29
7.7%
auto, industrial & mobile up
13
2.8
~0.29
nla
growth in mobile & digital camera
14
STMicro
2.8
109
159
all end markets up except auto
15
Analog Devices
2.8
4.29
nla
2025 is 1Q25 guidance
16
Kioxia
2.4
~1.2%
309
Al
driving NAND growth
17
Renesas
2.2
5.1%
1.7%
auto flat, mobile & loT up
18
Marvell
2.0
5.59
nla
2025 is 1Q25 guidance
19
Onsemi
1.5
1.69
3.2%
auto & Al up, industrial down
20
Microchip
1.1
11%
5.1%
inventories too low
Total of above
7%
8%
companies with guidance for 3Q
Sony
