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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