41 SUPPLY CHAINS TO ADMIRE | 2023
41
Semiconductor Industry Solid supply chain practices are a baseline requirement for a semiconductor company sitting three to four levels back in the supply chain. The semiconductor industry met and exceeded this challenge. In this industry, Taiwan Semiconductor (TSMC) returns to the Winner's Circle for the seventh time, while NVIDIA places for three consecutive years. In the period, margins increased 14% while inventory turnover declined 17%.
Table 27. Semiconductor Sector Evaluation for the Period of 2013-2022
INDUSTRY: Semiconductors
IMPROVE- MENT
COMPANY INFORMATION
PERFORMANCE
VALUE
RETURN ON INVESTED CAPITAL
2022 REVENUE (MS)
SUPPLY CHAIN INDEX
GROWTH (Year Over Year Revenue)
FUNDAMENTAL AVERAGE SCORE
INVENTORY TURNS
OPERATING MARGIN
PRICE TO BOOK
MARKET CAP
NAME
2013 - 2022
Advanced Semiconductor
$22,591
13
13.6%
5.91
9.4%
8.4%
9
0.79
6,266
Advanded Micro Devices
$23,601
20
18.8%
4.32
5.0%
4.9%
5
14.40
48,897
Analog Devices
$12,014
27
18.2%
3.12
27.8%
9.0%
10
3.38
41,158
Applied Materials Inc
$25,785
8
12.6%
2.79
22.7%
21.0%
9
5.72
54,954
Applied Optoelectronics
$223
1
17.9%
2.03
-5.8%
-2.0%
7
1.40
273
AXT
$141
28
6.0%
1.39
4.4%
1.8%
6
1.18
207
ChipMOS Technologies
$792
4
2.8%
7.20
13.2%
9.2%
5
1.34
845
Cirrus Logic
$1,781
17
18.7%
4.49
17.5%
16.2%
8
2.77
3,254
DAQO New Energy
$4,608
12
59.1%
7.50
26.3%
12.1%
5
1.56
1,260
Diodes
$2,001
17
13.1%
3.22
10.7%
7.6%
8
2.20
2,222
Infineon Technologies AG
$15,426
26
12.2%
3.33
13.2%
9.8%
8
3.23
29,167
Intel
$63,054
14
2.1%
3.86
25.8%
15.0%
10
2.57
184,165
Lam Research Corp
$17,227
3
21.8%
3.22
22.0%
19.7%
9
6.17
36,862
Marvell Technology Products
$4,462
22
4.6%
5.32
4.9%
2.6%
6
2.29
20,265
Microchip Technology Inc
$6,821
19
18.4%
3.20
18.2%
6.2%
9
5.35
22,824
Micron Technology Inc
$30,758
6
18.8%
3.42
22.5%
15.6%
8
1.91
48,510
NVIDIA Corp
$26,914
5
23.0%
4.20
24.5%
21.5%
9
12.82
185,599
NXP Semiconductor
$13,205
11
13.0%
3.67
11.8%
8.2%
8
7.90
33,497
ON Semiconductor Corp
$8,326
24
12.1%
2.89
13.3%
9.2%
8
3.49
11,295
Qualcomm
$44,200
14
10.0%
5.60
24.6%
18.7%
9
10.50
118,556
Ricoh
$15,665
25
-4.1%
6.24
3.1%
1.2%
6
1.40
12,666
Semtech
$741
7
5.1%
3.27
10.2%
3.5%
7
4.16
2,791
Silicon Laboratories Inc
$1,024
8
9.1%
4.50
2.2%
13.4%
8
3.43
3,919
Skyworks Solutions Inc
$5,486
14
14.8%
3.73
29.4%
22.3%
8
4.08
16,274
Taiwan Semiconductor
$76,234
8
16.6%
6.19
39.6%
22.6%
10
4.84
274,768
Texas Instruments
$20,028
23
5.0%
2.85
40.4%
29.5%
10
9.50
101,867
Tower Semiconductor
$1,678
21
12.2%
6.27
7.8%
6.5%
6
2.54
2,311
United Microelectronics
$9,385
2
9.7%
6.45
10.8%
7.9%
8
1.25
10,197
MEAN WITH OUTLIERS
$16,220
13.8%
4.29
16.3%
11.5%
7.7
4.36
45,531
MEAN WITHOUT OUTLIERS
11.8%
4.29
16.3%
11.5%
7.7
4.36
25,214
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