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SUPPLY CHAINS TO ADMIRE | 2025
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. Taiwan Semiconductor (TSMC) returns to the Winner's Circle for the tenth time in this industry.
Table 27. Semiconductor Sector Evaluation for the Period of 2015-2024
INDUSTRY: Semiconductors
COMPANY INFORMATION
IMPROVEMENT
PERFORMANCE
VALUE
MARKET CAPITALIZIATION PER EMPLOYEE
PRICE TO BOOK
RETURN ON CAPITAL EMPLOYED
GROWTH (Year Over Year Revenue)
SUPPLY CHAIN FUNDAMENTAL SCORE
INVENTORY TURNS
OPERATING MARGIN
SUPPLY CHAIN INDEX
2024 REVENUE
NAME
2015 - 2024
Advanced Semiconductor
18,557
5
2
9.0%
6.51
8.6%
12.3%
1.91 161,859
Advanded Micro Devices
25,785
2
18
19.6%
3.92
5.3%
8.4%
13.19 4,955,895
Analog Devices
9,427
2
6
15.5%
3.06
27.5%
8.9%
3.26 2,766,934
Applied Materials Inc
27,176
5
1
12.4%
2.65
25.8%
29.8%
6.55 2,658,770
Applied Optoelectronics
249
2
25
10.1%
2.04
-10.9% -8.6%
2.16 174,415
AXT
99
2
21
5.0%
1.19
1.8%
2.3%
1.15 217,709
Broadcom Inc
51,574
5
12
30.7%
7.93
25.7%
11.6%
9.30 9,750,327
ChipMOS Technologies
707
5
24
1.2%
6.01
11.9%
9.4%
1.23 134,702
Cirrus Logic
1,789
5
5
11.0%
4.42
16.6%
16.9%
2.88 2,509,917
DAQO New Energy
1,029
4
18
39.2%
7.45
28.0%
21.8%
1.34 590,214
Diodes
1,311
5
11
5.4%
3.00
11.0%
11.1%
2.25 313,009
Infineon Technologies AG
16,223
5
12
11.3%
2.97
14.8%
11.7%
3.31 676,253
Intel
53,101
6
16
0.0%
3.46
19.8%
13.6%
2.33 1,642,189
Lam Research Corp
14,905
5
14
14.2%
2.87
26.0%
28.6%
8.07 3,810,678
Marvell Technology Products
5,508
2
20
7.1%
4.89
2.9%
1.2%
3.04 4,169,716
Microchip Technology Inc
7,634
3
6
16.2%
3.00
21.5%
10.4%
5.73 1,524,138
Micron Technology Inc
25,111
2
28
11.0%
3.13
17.0%
13.1%
1.76 1,411,294
NVIDIA Corp
60,922
4
3
35.3%
3.76
29.3%
29.3%
21.02 15,292,993
NXP Semiconductor
12,614
4
8
9.8%
3.42
14.2%
10.9%
4.73 1,273,332
ON Semiconductor Corp
7,082
4
4
9.6%
2.68
17.4%
14.2%
3.76 540,197
Qualcomm
38,962
3
23
5.3%
4.63
23.6%
23.3%
11.22 2,818,900
Ricoh
16,278
5
9
-2.8%
5.86
2.8%
3.2%
0.77 68,931
Semtech
869
3
26
4.5%
3.01
8.9%
1.0%
4.02 1,841,730
Silicon Laboratories Inc
584
2
29
3.2%
3.97
-2.9%
0.6%
3.62 2,722,322
Skyworks Solutions Inc
4,178
4
27
8.1%
3.37
29.3%
24.0%
3.85 2,007,684
Taiwan Semiconductor
90,206
6
16
14.5%
5.58
41.1%
26.6%
5.46 6,507,020
Texas Instruments
15,641
6
14
2.4%
2.50
42.3%
36.9%
10.46 3,950,940
Tower
1,436
5
21
6.4%
5.45
12.0%
12.9%
2.33 551,691
United Microelectronics
7,240
5
10
5.7%
5.84
14.5%
10.0%
1.43 650,860
MEAN WITH OUTLIERS
17,800
4
11.1%
4.09
16.7%
13.6%
4.90 2,610,159
MEAN WITHOUT OUTLIERS
8.9%
4.09
16.7%
13.6%
4.32 2,229,034
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