Filing Flows › Industries › Semiconductors & Related Devices › Capital spending and supply chain
Semiconductors & Related Devices: capital spending and supply chain
SIC 3674 · 71 companies with filed cash-flow statements
Capital spending, 12 months$36.8B
Operating cash flow$246.6B
Capex / cash flow15%
Capex / revenue4.0%
Top 3 share65%
Analysis
71 companies in Semiconductors & Related Devices (SIC 3674) spent $36.8B on capital projects over their latest twelve months, 15% of the $246.6B their operations generated; the three largest spenders — INTC, NVDA, AMAT — account for 65%.
Capital spending is 4.0% of the industry's $911.8B of annual revenue.
By the industry's asset mix most of it goes to equipment (44%); about $14.1B is imported.
The largest supplier of that spending is manufacturing structures ($13.8B).
Its largest supplying industries, by the input-output tables: imports ($30.8B), semiconductor and related device manufacturing ($25.9B), electric power generation, transmission, and distribution ($9.7B).
Charts
Capital spending by company
| Company | Capital spending | Operating cash flow | Capex / OCF | Period |
|---|---|---|---|---|
| INTC Intel | $13.7B | $17.5B | 78% | TTM to Q3 2026 |
| NVDA NVIDIA | $7.4B | $134.4B | 5% | TTM to Q2 FY27 |
| AMAT Applied Materials | $2.8B | $8.4B | 33% | TTM to Q3 FY26 |
| TXN Texas Instruments | $2.6B | $9.9B | 26% | TTM to Q3 2026 |
| AMD Advanced Micro Devices | $2.1B | $9.1B | 23% | TTM to Q3 2026 |
| AMKR Amkor Technology | $1.7B | $1.5B | 110% | TTM to Q3 2026 |
| AVGO Broadcom | $1.2B | $40.7B | 3% | TTM to Q3 FY26 |
| ADI Analog Devices | $608M | $5.5B | 11% | TTM to Q3 FY26 |
| FSLR First Solar | $606M | $839M | 72% | TTM to Q3 2026 |
| ARM Arm Holdings | $522M | $1.7B | 30% | TTM to Q2 FY27 |
| MRVL Marvell Technology | $470M | $2.2B | 21% | TTM to Q2 FY27 |
| Q Qnity Electronics | $361M | $1.1B | 32% | TTM to Q3 2026 |
| NXPI NXP Semiconductors N.V. | $297M | $3.8B | 8% | TTM to Q3 2026 |
| SWKS Skyworks Solutions | $282M | $716M | 39% | TTM to Q3 FY26 |
| MPWR Monolithic Power Systems | $264M | $873M | 30% | TTM to Q3 2026 |
| PLAB Photronics | $198M | $308M | 64% | TTM to Q3 FY26 |
| TE T1 Energy | $189M | $3.9M | 4879% | TTM to Q2 2026 |
| ON On Semiconductor | $153M | $1.8B | 9% | TTM to Q3 2026 |
| DIOD Diodes | $144M | $268M | 54% | TTM to Q3 2026 |
| ALAB Astera Labs | $92.1M | $437M | 21% | TTM to Q3 2026 |
| FORM Formfactor | $75.8M | $257M | 29% | TTM to Q3 2026 |
| MCHP Microchip Technology | $73.7M | $1.5B | 5% | TTM to Q2 FY27 |
| IPGP IPG Photonics | $72.3M | $107M | 67% | TTM to Q3 2026 |
| MTSI Macom Technology Solutions Holdings | $67.1M | $271M | 25% | TTM to Q3 FY26 |
| CRDO Credo Technology Group Holding | $61.8M | $500M | 12% | TTM to Q1 FY27 |
| NXT Nextpower | $61.6M | $574M | 11% | TTM to Q2 FY27 |
| ENPH Enphase Energy | $55.5M | $191M | 29% | TTM to Q3 2026 |
| UCTT Ultra Clean Holdings | $55.4M | −$109M | — | TTM to Q3 2026 |
| AOSL Alpha & Omega Semiconductor | $51.2M | −$20.9M | — | TTM to Q1 FY27 |
| LSCC Lattice Semiconductor | $48.6M | $291M | 17% | TTM to Q3 2026 |
| SITM Sitime | $48.3M | $89.8M | 54% | TTM to Q3 2026 |
| SYNA Synaptics | $38.9M | $104M | 38% | TTM to Q1 FY27 |
| SLAB Silicon Laboratories | $38.5M | $33.1M | 116% | TTM to Q2 2026 |
| ALGM Allegro Microsystems | $35.5M | $140M | 25% | TTM to Q2 FY27 |
| VIAV Viavi Solutions | $34.6M | $188M | 18% | TTM to Q1 FY27 |
| SEDG Solaredge Technologies | $33.8M | $109M | 31% | TTM to Q3 2026 |
| RMBS Rambus | $33.8M | $347M | 10% | TTM to Q3 2026 |
| OSIS OSI Systems | $31.2M | $296M | 11% | TTM to Q1 FY27 |
| CRUS Cirrus Logic | $31.0M | $557M | 6% | TTM to Q2 FY27 |
| ICHR Ichor Holdings | $28.8M | −$38.4M | — | TTM to Q3 2026 |
| ARRY Array Technologies | $28.1M | $163M | 17% | TTM to Q2 2026 |
| SkyWater Technology, LLC | $25.4M | −$69.7M | — | TTM to Q2 2026 |
| SHLS Shoals Technologies Group | $24.7M | −$9.9M | — | TTM to Q3 2026 |
| POWI Power Integrations | $19.4M | $111M | 18% | TTM to Q3 2026 |
| MX Magnachip Semiconductor | $17.8M | −$15.7M | — | TTM to Q3 2026 |
| AMBA Ambarella | $17.6M | $27.3M | 64% | TTM to Q2 FY27 |
| SMTC Semtech | $16.3M | $190M | 9% | TTM to Q1 FY27 |
| KLIC Kulicke & Soffa Industries | $14.0M | $55.1M | 25% | TTM to Q3 FY26 |
| AXTI AXT | $13.8M | −$5.8M | — | TTM to Q2 2026 |
| MXL Maxlinear | $13.4M | −$7.2M | — | TTM to Q3 2026 |
| LASR Nlight | $13.0M | $34.8M | 37% | TTM to Q3 2026 |
| MRAM Everspin Technologies | $9.6M | $4.2M | 227% | TTM to Q2 2026 |
| INDI indie Semiconductor | $8.8M | −$87.7M | — | TTM to Q3 2026 |
| KOPN Kopin | $5.3M | −$13.1M | — | TTM to Q2 2026 |
| GCTS GCT Semiconductor Holding | $2.6M | −$38.1M | — | TTM to Q2 2026 |
| QUIK Quicklogic | $1.6M | $426K | 373% | TTM to Q2 2026 |
| NVTS Navitas Semiconductor | $1.4M | −$75.0M | — | TTM to Q3 2026 |
| AIP Arteris | $1.4M | $3.6M | 39% | TTM to Q3 2026 |
| FTCI FTC Solar | $1.2M | −$7.0M | — | TTM to Q3 2026 |
| NVEC NVE | $1.1M | $19.8M | 6% | TTM to Q2 FY27 |
Customers and suppliers named in annual reports
| Supplier | Customer | Share of supplier revenue | Evidence | Source |
|---|---|---|---|---|
| INTC | DELL | 19% | Stated in 10-K (XBRL) | filing |
| INTC | HPQ | 12% | Stated in 10-K (XBRL) | filing |
| AMD | U.S. government | 15% | Stated in 10-K (sentence) | filing |
| NXPI | AVT | 23% | Stated in 10-K (sentence) | filing |
| ARM | SFTBF | 57% | Stated in 20-F (sentence) | filing |
| SWKS | AAPL | 67% | Stated in 10-K (sentence) | filing |
| Qorvo, Inc. | AAPL | 50% | Stated in 10-K (sentence) | filing |
| CRUS | AAPL | 91% | Stated in 10-K (sentence) | filing |
| UCTT | LRCX | 37% | Stated in 10-K (customer table) | filing |
| FN | NVDA | 16% | Stated in 10-K (customer table) | filing |
| Q | Samsung Electronics Co., Ltd | 11% | Stated in 10-K (sentence) | filing |
| MCHP | ARW | 10% | Stated in 10-K (sentence) | filing |
| UCTT | AMAT | 22% | Stated in 10-K (XBRL) | filing |
| ARM | QCOM | 9% | Stated in 20-F (sentence) | filing |
| Q | TSM | 8% | Stated in 10-K (sentence) | filing |
| ICHR | AMAT | — | Stated in 10-K (named, share not stated) | filing |
| Qorvo, Inc. | Samsung Electronics Co., Ltd | 10% | Stated in 10-K (sentence) | filing |
| Qorvo, Inc. | Samsung | 10% | Stated in 10-K (sentence) | filing |
| ICHR | LRCX | — | Stated in 10-K (named, share not stated) | filing |
| BHE | AMAT | 12% | Stated in 10-K (sentence) | filing |
| SLAB | ARW | 28% | Stated in 10-K (sentence) | filing |
| FORM | SKHY | 19% | Stated in 10-K (customer table) | filing |
| FORM | INTC | 12% | Stated in 10-K (customer table) | filing |
| LASR | U.S. government | 36% | Stated in 10-K (customer table) | filing |
| SITM | ARW | 26% | Stated in 10-K (customer table) | filing |
| SITM | Pernas Electronics Co. Ltd | 25% | Stated in 10-K (XBRL) | filing |
| FORM | TSM | 10% | Stated in 10-K (customer table) | filing |
| KLIC | Tianshui Huatian Technology Co., Ltd | 12% | Stated in 10-K (XBRL) | filing |
| SITM | AAPL | 17% | Stated in 10-K (sentence) | filing |
| AMBQ | Huawei | 41% | Stated in 10-K (sentence) | filing |
| KOPN | DRS Network and Imaging Systems LLC | 62% | Stated in 10-K (XBRL) | filing |
| GSIT | AVT | 51% | Stated in 10-K (sentence) | filing |
| SODI | U.S. government | 54% | Stated in 10-K (sentence) | filing |
| QUIK | U.S. government | 44% | Stated in 10-K (sentence) | filing |
| MOBX | LDOS | 50% | Stated in 10-K (sentence) | filing |
| KOPN | U.S. government | 12% | Stated in 10-K (sentence) | filing |
| SODI | RTX | 27% | Stated in 10-K (sentence) | filing |
| GSIT | CDNS | 12% | Stated in 10-K (sentence) | filing |
| GSIT | NOK | 6% | Stated in 10-K (sentence) | filing |
| ADI | FCUV | — | Stated in 10-K (named, share not stated) | filing |
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Evidence grades: A filed figure · B computed from filed figures · C industry average (BEA input-output and fixed-asset tables) applied to filed figures. Estimates are not the companies’ own records. Not investment advice.