Supply Chains to Admire 2022 - Report v4.0-web

SUPPLY CHAINS TO ADMIRE // 2022

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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, Broadcom wins the Supply Chains to Admire award for five consecutive years, while Taiwan Semiconductor (TSMC) returns to the Winner's Circle for the sixth time.

Table 27. Semiconductor Sector Evaluation for the Period of 2012-2021

INDUSTRY: Advanced Semiconductor

COMPANY INFORMATION

IMPROVEMENT

PERFORMANCE

VALUE

RETURN ON INVESTED CAPITAL

GROWTH (Year Over Year Revenue)

2021 REVENUE

SUPPLY CHAIN INDEX

INVENTORY TURNS

OPERATING MARGIN

PRICE TO BOOK

MARKET CAPITALIZATION

NAME

2012 - 2021

Advanced Semiconductor

$20,402

6

12.9%

5.79

9.1%

7.8%

0.65

4,922

Advanded Micro Devices

$16,434

8

12.7%

4.72

2.4%

0.7% 14.16

38,625

Analog Devices

$7,318

29

10.8%

3.11

27.9%

9.7%

3.45

34,072

Applied Materials Inc

$23,063

17

9.7%

2.98

20.8%

17.4% 5.24

48,102

Applied Optoelectronics

$212

3

20.6%

2.07

-3.1%

-0.3%

1.37

268

AXT

$137

30

4.2%

1.45

4.1%

1.5%

1.16

197

Broadcom

$27,450

2

31.2%

7.24

19.9%

11.3% 6.05

94,453

Cabot Microelectronics

$1,200

22

12.2%

3.56

19.0%

8.3%

3.54

2,494

ChipMOS Technologies

$981

1

4.7%

7.66

12.6%

8.3%

1.35

816

Cirrus Logic

$1,369

21

17.3%

4.22

17.3%

15.9% 2.86

3,032

DAQO New Energy

$1,679

19

35.3%

7.44

14.4%

6.5%

1.52

976

Diodes

$1,805

11

11.9%

3.21

9.0%

6.0%

2.07

1,956

Infineon Technologies AG

$13,218

19

9.6%

3.48

12.4%

9.7%

3.15

26,067

Intel

$79,024

22

4.0%

4.01

28.2%

16.2% 2.66

183,452

Lam Research Corp

$14,626

13

18.3%

3.24

19.7%

15.9% 5.53

31,770

Marvell Technology Products

$2,969

10

-1.1%

5.40

7.3%

4.1%

2.17

17,494

Microchip Technology Inc

$5,438

26

15.2%

3.19

18.3%

6.7%

5.05

19,597

Micron Technology Inc

$27,705

22

17.1%

3.57

18.6%

13.1% 1.89

43,704

NVIDIA Corp

$16,675

7

18.2%

4.41

22.4%

19.9% 11.30

150,415

NXP Semiconductor

$11,063

15

11.4%

3.68

9.8%

6.4%

7.95

30,057

ON Semiconductor Corp

$6,740

25

8.1%

2.97

10.6%

6.6%

3.25

8,914

Qualcomm

$33,566

11

9.6%

6.00

23.9%

16.3% 10.11

116,869

Ricoh

$15,867

27

-3.3%

6.33

3.1%

0.6%

1.73

16,090

Semtech

$595

16

3.2%

3.43

10.2%

3.7%

4.21

2,800

Silicon Laboratories Inc

$721

4

6.3%

4.58

2.6%

13.9% 3.41

3,643

Skyworks Solutions Inc

$5,109

4

15.2%

3.88

28.2%

21.8% 4.02

15,214

Taiwan Semiconductor

$56,818

8

15.0%

6.45

38.3%

21.7% 4.75

245,034

Texas Instruments

$18,344

27

3.4%

2.99

37.3%

26.6% 8.78

90,295

Tower Semiconductor

$1,508

13

11.5%

6.72

6.1%

3.9%

2.36

1,860

United Microelectronics

$7,624

18

7.2%

6.67

7.3%

5.7%

1.14

9,046

MEAN WITH OUTLIERS

$13,989

11.8%

4.48

15.3%

10.2% 4.23

41,408

MEAN WITHOUT OUTLIERS

11.8%

4.48

15.3%

10.2% 4.23

29,062

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