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Semiconductors & Related Devices SIC 3674
81 companies filing with the SEC under SIC 3674. Median revenue growth +28% year on year in Q3 2026 (middle half +1% to +49%, 53 companies). The growth model expects the industry's combined revenue to grow +54% in Q3 2026. 60 customer or supplier links named in annual reports.
Money flow: where the industry's revenue goes
Drawn in the browser: an estimate of where the industry's revenue goes — what it buys from other industries, the pay that reaches households, taxes and profit — beside its filed cash flow, two tiers of suppliers and its capital spending by kind of asset.
Open the industry: growth distribution, money flow, network →
Who sells to whom
Customers and suppliers named in the companies' annual reports; the share is of the supplier's revenue.
- INTC → DELL 19% of the supplier's revenue, $10.0B
- INTC → HPQ 12% of the supplier's revenue, $6.3B
- AMD → U.S. government 15% of the supplier's revenue, $5.2B
- NXPI → AVT 23% of the supplier's revenue, $2.8B
- ARM → SFTBF 57% of the supplier's revenue, $2.8B
- SWKS → AAPL 67% of the supplier's revenue, $2.7B
- Qorvo, Inc. → AAPL 50% of the supplier's revenue, $1.8B
- CRUS → AAPL 91% of the supplier's revenue, $1.8B
- UCTT → LRCX 37% of the supplier's revenue, $760M
- FN → NVDA 16% of the supplier's revenue, $756M
- Q → Samsung Electronics Co., Ltd 11% of the supplier's revenue, $523M
- MCHP → ARW 10% of the supplier's revenue, $471M
- UCTT → AMAT 22% of the supplier's revenue, $446M
- ARM → QCOM 9% of the supplier's revenue, $443M
- Q → TSM 8% of the supplier's revenue, $380M
- ICHR → AMAT
- Qorvo, Inc. → Samsung Electronics Co., Ltd 10% of the supplier's revenue, $368M
- Qorvo, Inc. → Samsung 10% of the supplier's revenue, $368M
- ICHR → LRCX
- BHE → AMAT 12% of the supplier's revenue, $319M
- SLAB → ARW 28% of the supplier's revenue, $220M
- FORM → SKHY 19% of the supplier's revenue, $151M
- FORM → INTC 12% of the supplier's revenue, $97.3M
- LASR → U.S. government 36% of the supplier's revenue, $94.1M
- SITM → ARW 26% of the supplier's revenue, $84.9M
Growth model
Industry revenue, the same companies year on year; 80% ranges. Fitted on SEC filings and tested out of sample (how).
| Quarter | Growth Y/Y | Revenue | 80% range |
|---|---|---|---|
| Q3 2026 | +53.9% | $231.2B | $198.6B – $263.7B |
| Q4 2026 | +44.9% | $391.4B | $324.3B – $458.5B |
| Q1 2027 | +38.0% | $268.0B | $218.1B – $317.9B |
| Q2 2027 | +32.8% | $321.7B | $259.1B – $384.4B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| NVDA NVIDIA | $96.2B | — | expansion |
| MU Micron Technology | $54.2B | +379% | expansion |
| AVGO Broadcom | $29.6B | — | expansion |
| INTC Intel | $16.5B | +21% | deceleration |
| AMD Advanced Micro Devices | $13.4B | +45% | deceleration |
| AMAT Applied Materials | $9.1B | — | transition |
| TXN Texas Instruments | $6.1B | +28% | transition |
| ADI Analog Devices | $4.0B | — | transition |
| NXPI NXP Semiconductors N.V. | $3.8B | +19% | transition |
| MRVL Marvell Technology | $2.7B | — | reacceleration |
| AMKR Amkor Technology | $2.0B | +0.2% | deceleration |
| ON On Semiconductor | $1.7B | +11% | transition |
| MCHP Microchip Technology | $1.6B | +42% | transition |
| Q Qnity Electronics | $1.6B | +22% | transition |
| ARM Arm Holdings | $1.4B | +27% | transition |
| FSLR First Solar | $1.2B | -23% | contraction |
| MPWR Monolithic Power Systems | $1.2B | +63% | expansion |
| NXT Nextpower | $1.1B | +23% | transition |
| SWKS Skyworks Solutions | $1.0B | -5% | mature |
| Qorvo | $785M | — | mature |
| UCTT Ultra Clean Holdings | $759M | +49% | reacceleration |
| ALAB Astera Labs | $585M | +154% | expansion |
| PENG Penguin Solutions | $567M | +68% | expansion |
| CRUS Cirrus Logic | $559M | -0.3% | mature |
| DIOD Diodes | $533M | +36% | reacceleration |
| CRDO Credo Technology Group Holding | $479M | — | deceleration |
| VIAV Viavi Solutions | $469M | +57% | expansion |
| MTSI Macom Technology Solutions Holdings | $425M | +63% | expansion |
| OSIS OSI Systems | $403M | +5% | mature |
| SMTC Semtech | $342M | — | reacceleration |
| KLIC Kulicke & Soffa Industries | $330M | — | expansion |
| ARRY Array Technologies | $330M | -16% | contraction |
| ICHR Ichor Holdings | $329M | +37% | reacceleration |
| SEDG Solaredge Technologies | $326M | -4% | mature |
| SITM Sitime | $299M | +257% | expansion |
| SYNA Synaptics | $294M | +0.5% | deceleration |
| ENPH Enphase Energy | $293M | -29% | contraction |
| LSCC Lattice Semiconductor | $291M | +118% | expansion |
| IPGP IPG Photonics | $288M | +15% | transition |
| FORM Formfactor | $281M | +38% | transition |
| ALGM Allegro Microsystems | $277M | +29% | transition |
| AAOI Applied Optoelectronics | $270M | +127% | expansion |
| TE T1 Energy | $250M | — | deceleration |
| SLAB Silicon Laboratories | $228M | — | transition |
| RMBS Rambus | $218M | +22% | transition |
| MXL Maxlinear | $218M | +72% | expansion |
| PLAB Photronics | $216M | — | mature |
| SHLS Shoals Technologies Group | $195M | +44% | transition |
| CBRS Cerebras Systems | $180M | — | deceleration |
| AOSL Alpha & Omega Semiconductor | $178M | -3% | mature |
| SkyWater Technology, LLC | $156M | — | expansion |
| WOLF Wolfspeed | $155M | -21% | contraction |
| POWI Power Integrations | $125M | +6% | mature |
| NLST Netlist | $110M | — | deceleration |
| AMBA Ambarella | $108M | — | transition |
| LASR Nlight | $73.8M | +11% | deceleration |
| AXTI AXT | $73.4M | +163% | transition |
| INDI indie Semiconductor | $70.2M | +31% | transition |
| MX Magnachip Semiconductor | $44.0M | -4% | mature |
| AMBQ Ambiq Micro | $33.9M | — | expansion |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.