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Semiconductor Companies Q1 2022 Revenue Growth (Excluding equipment, software, and materials manufacturers)

hist78

Well-known member
May 4, 2022 Update:

Added Wolfspeed earnings

Wolfspeed, Inc. (NYSE: WOLF), formerly known as Cree, Inc., today announced revenue of $188.0 million for its third quarter of fiscal 2022, ended March 27, 2022. This represents a 37% increase compared to revenue from continuing operations of $137.3 million reported for the third quarter of fiscal 2021, and a 9% increase compared to the second quarter of fiscal 2022. GAAP net loss from continuing operations was $66.5 million for the third quarter of fiscal 2022 and the third quarter of fiscal 2021. GAAP net loss per diluted share from continuing operations was $0.54 and $0.59 for the third quarter of fiscal 2022 and the third quarter of fiscal 2021, respectively. On a non-GAAP basis, net loss from continuing operations for the third quarter of fiscal 2022 was $14.3 million, or $0.12 per diluted share, compared to non-GAAP net loss from continuing operations for the third quarter of fiscal 2021 of $24.7 million, or $0.22 per diluted share. "The opening of our new Mohawk Valley 200mm Silicon Carbide semiconductor wafer fab was a tremendous undertaking that required the best from our talented team across nearly every function," said Wolfspeed Chief Executive Officer, Gregg Lowe. "Additionally, our financial results for the quarter continue to demonstrate progress towards our corporate objectives and the further adoption of Silicon Carbide across a wide range of applications."

Q1 2022 vs. Q1 2021 Revenue (Excluding equipment manufacturers):

Intel: -1% (-1% non GAAP, -7% GAAP)
Qorvo: 8.72% (GAAP, Fiscal 2022 fourth quarter compare to Fiscal 2021 fourth quarter )
TI: 14%
Skyworks Solutions: 14% (Fiscal Q2 2022 ending March 31, 2022)
STMicroelectronics: 17.6%
ASE Group: 21%
NXP: 22.2%
Micron: 25% (Fiscal Quarter ended March 3, 2022)
Realtek: 27.49%
MediaTek: 32.1%
UMC : 34.7%
TSMC: 36%
Wolfspeed: 37% (Third quarter of fiscal 2022, ended March 27, 2022.)
Samsung Memory: 39%
Qualcomm: 41%
SK Hynix: 43%
Renesas Electronics: 70.2% (Non-GAAP)
AMD: 71% (GAAP and Non-GAAP, 55% if excluding Xilinx)

Upcoming Earnings Announcement Dates:

Novatek Microelectronics 5/6/2022
Infineon 5/8/2022
Microchip Technology 5/9/2022
GlobalFoundries 5/10/2022
SMIC 5/13/2022
Analog Devices 5/18/2022
Nvidia 5/25/2022
Marvell Technology 5/26/2022
Broadcom 6/2/2022
 
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hist78

Well-known member
May 5, 2022 Update:

Added earnings data from the companies below:

onsemi
Silicon Laboratories
SkyWater Technology
Alpha and Omega Semiconductor
Power Integrations Inc
SiTime Corporation
ams OSRAM
Melexis NV

Q1 2022 vs. Q1 2021 Revenue (Excluding equipment manufacturers):

Intel: -7% (-1% non GAAP, -7% GAAP)
ams OSRAM: -3%
SkyWater Technology: 0%
Power Integrations Inc: 5%
Qorvo: 8.72% (GAAP, Fiscal Q4 2022 compare to Fiscal Q4 2021)
TI: 14%
Skyworks Solutions: 14% (Fiscal Q2 2022 ending March 31, 2022)
STMicroelectronics: 17.6%
Melexis NV: 18%
Alpha and Omega Semiconductor: 20%
ASE Group: 21%
NXP: 22.2%
Micron: 25% (Fiscal Quarter ended March 3, 2022)
Realtek: 27.49%
onsemi: 31%
MediaTek: 32.1%
UMC : 34.7%
TSMC: 36%
Wolfspeed: 37% (Third quarter of fiscal 2022, ended March 27, 2022.)
Samsung Memory: 39%
Qualcomm: 41%
SK Hynix: 43%
Silicon Laboratories: 48%
Renesas Electronics: 70.2% (Non-GAAP)
AMD: 71% (GAAP and Non-GAAP, 55% if excluding Xilinx)
SiTime Corporation: 97.7%


Upcoming Earnings Announcement Dates:

Novatek Microelectronics 5/6/2022
Infineon 5/8/2022
Microchip Technology 5/9/2022
GlobalFoundries 5/10/2022
Allegro MicroSystems 5/10/2022
SMIC 5/13/2022
Tower Semiconductor 5/16/2022
Analog Devices 5/18/2022
Nvidia 5/25/2022
Marvell Technology 5/26/2022
Semtech Corporation 6/1/2022
Broadcom 6/2/2022


Notes:
1. Toshiba spun off memory division to become Kioxia (with other partners) but still owns Kaga Toshiba Electronics for making semiconductor products. It's not clear the amount of revenue for Kaga Toshiba.

2. Kioxia Holdings Corporation postponed their IPO on September 28, 2021 and no future date was announced. That means there is no earnings data available for the privately held Kioxia.

3. Western Digital sells storage (HDD, SSD, and NVMe), SD cards, and USB flash drives. Although they all use various kinds of memory, I probably won't count Western Digital as a semiconductor company.
 
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hist78

Well-known member
Looking at the earnings data released so far, Intel is at odds with all publicly traded semiconductor companies globally.

Intel's leadership team and board of directors must be in a panic mode right now, or not?
 
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hist78

Well-known member
Thank you for your comment. I'm thinking if there's a need to put a minimum revenue threshold in order to create this list? Although new emerging yet small companies may have some interesting or game changer products .
 

Jozo035

Member
Looking at the earnings data released so far, Intel is at odds with all publicly traded semiconductor companies globally.

Intel's leadership team and board of directors must be in a panic mode right now, or not?
Naah, they will be OK. With $50B from US and another tens of billions of € from EU and individual coutries...
 

jms_embedded

Active member
Thank you for your comment. I'm thinking if there's a need to put a minimum revenue threshold in order to create this list?
I was thinking the same thing. Not sure what that threshold should be.... I'm not that familiar with SiTime or SkyWater but the rest of the companies I listed have all been around for 20 years.

A couple of other pointers:

- Bosch just opened a new 300mm fab in Dresden; do they split out their semiconductor revenue in their report?
- Littelfuse owns IXYS and Zilog; I wonder if they split out their semiconductor revenue
- Semikron should count (power semiconductors), but it looks like it's private.
 

hist78

Well-known member
Naah, they will be OK. With $50B from US and another tens of billions of € from EU and individual coutries...
Indeed Intel may wish to receive such huge amount of subsidies. But it doesn't resolve the structural problems in their product offerings.

From the Q1 revenue growth list, all semiconductor companies, except Intel and two other companies, can grow their business across all segments and technologies.

Intel just doesn't have right products that the market needs or wants.
 
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Jumper

Member
Naah, they will be OK. With $50B from US and another tens of billions of € from EU and individual coutries...
This is double-edged sword if they manage to resolve their internal issues then yeah Intel will be fine for a long time. If not then AMD and Nvidia will easily catch up with Intel in matter of few years.
 

Yaakov

New member
May 4, 2022 Update:

Added Wolfspeed earnings

Wolfspeed, Inc. (NYSE: WOLF), formerly known as Cree, Inc., today announced revenue of $188.0 million for its third quarter of fiscal 2022, ended March 27, 2022. This represents a 37% increase compared to revenue from continuing operations of $137.3 million reported for the third quarter of fiscal 2021, and a 9% increase compared to the second quarter of fiscal 2022. GAAP net loss from continuing operations was $66.5 million for the third quarter of fiscal 2022 and the third quarter of fiscal 2021. GAAP net loss per diluted share from continuing operations was $0.54 and $0.59 for the third quarter of fiscal 2022 and the third quarter of fiscal 2021, respectively. On a non-GAAP basis, net loss from continuing operations for the third quarter of fiscal 2022 was $14.3 million, or $0.12 per diluted share, compared to non-GAAP net loss from continuing operations for the third quarter of fiscal 2021 of $24.7 million, or $0.22 per diluted share. "The opening of our new Mohawk Valley 200mm Silicon Carbide semiconductor wafer fab was a tremendous undertaking that required the best from our talented team across nearly every function," said Wolfspeed Chief Executive Officer, Gregg Lowe. "Additionally, our financial results for the quarter continue to demonstrate progress towards our corporate objectives and the further adoption of Silicon Carbide across a wide range of applications."

Q1 2022 vs. Q1 2021 Revenue (Excluding equipment manufacturers):

Intel: -1% (-1% non GAAP, -7% GAAP)
Qorvo: 8.72% (GAAP, Fiscal 2022 fourth quarter compare to Fiscal 2021 fourth quarter )
TI: 14%
Skyworks Solutions: 14% (Fiscal Q2 2022 ending March 31, 2022)
STMicroelectronics: 17.6%
ASE Group: 21%
NXP: 22.2%
Micron: 25% (Fiscal Quarter ended March 3, 2022)
Realtek: 27.49%
MediaTek: 32.1%
UMC : 34.7%
TSMC: 36%
Wolfspeed: 37% (Third quarter of fiscal 2022, ended March 27, 2022.)
Samsung Memory: 39%
Qualcomm: 41%
SK Hynix: 43%
Renesas Electronics: 70.2% (Non-GAAP)
AMD: 71% (GAAP and Non-GAAP, 55% if excluding Xilinx)

Upcoming Earnings Announcement Dates:

Novatek Microelectronics 5/6/2022
Infineon 5/8/2022
Microchip Technology 5/9/2022
GlobalFoundries 5/10/2022
SMIC 5/13/2022
Analog Devices 5/18/2022
Nvidia 5/25/2022
Marvell Technology 5/26/2022
Broadcom 6/2/2022
Hi!

There's also AMAT coming up...and some Israeli Metrology companies that I am a big fan of: NVMI and CAMT...What about Bruker? They make XRD for semi's...
 

hist78

Well-known member
Updated 5/9/2022 morning
Added earnings data from the companies below:

Novatek Microelectronics 38.48%
Infineon Technologies 22%

Q1 2022 vs. Q1 2021 Revenue (Excluding equipment and materials manufacturers):

Intel: -7% (-1% non GAAP, -7% GAAP)
ams OSRAM: -3%
SkyWater Technology: 0%
Power Integrations Inc: 5%
Qorvo: 8.72% (GAAP, Fiscal Q4 2022 compare to Fiscal Q4 2021)
TI: 14%
Skyworks Solutions: 14% (Fiscal Q2 2022 ending March 31, 2022)
STMicroelectronics: 17.6%
Melexis NV: 18%
Alpha and Omega Semiconductor: 20%
ASE Group: 21%
Infineon: 22% (Fiscal Q2 2022, ended 3/31/2022)
NXP: 22.2%
Micron: 25% (Fiscal Quarter ended March 3, 2022)
Realtek: 27.49%
onsemi: 31%
MediaTek: 32.1%
UMC : 34.7%
TSMC: 36%
Wolfspeed: 37% (Third quarter of fiscal 2022, ended March 27, 2022)
Novatek Microelectronics: 38.48%
Samsung Memory: 39%
Qualcomm: 41%
SK Hynix: 43%
Silicon Laboratories: 48%
Renesas Electronics: 70.2% (Non-GAAP)
AMD: 71% (GAAP and Non-GAAP, 55% if excluding Xilinx)
SiTime Corporation: 97.7%


Upcoming Earnings Announcement Dates:

Microchip Technology 5/9/2022
GlobalFoundries 5/10/2022
Allegro MicroSystems 5/10/2022
Camtek Ltd 5/11/2022
Nova Ltd 5/12/2022
SMIC 5/13/2022
Tower Semiconductor 5/16/2022
Analog Devices 5/18/2022
Nvidia 5/25/2022
Marvell Technology 5/26/2022
Semtech Corporation 6/1/2022
Broadcom 6/2/2022
 
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hist78

Well-known member
Hi!

There's also AMAT coming up...and some Israeli Metrology companies that I am a big fan of: NVMI and CAMT...What about Bruker? They make XRD for semi's...

@Yaakov,

Thank you for your comments. As stated in my list, I excluded the equipment and materials companies at this moment to control the scope. I am thinking to add more data such as current quarter guidance, quarter over quarter sequential growth rate, and net profit margin. The only limitation or challenge is my time.

In terms of Nova Ltd. (NVMI, 2021 revenue $410 million) and Camtek Ltd.(CAMT, 2021 revenue $270 million) are relatively two small companies. Can you elaborate it a little bit about their uniqueness? Thanks.
 

hist78

Well-known member
Updated 5/10/2022 afternoon
Added earnings data from the companies below:

JCET Group: 21.2%
Powertech Technology Inc. (PTI): 13.03%
Powerchip Semiconductor: 56.42%
Vanguard International: 47%
Amkor Technology: 20%
Microchip Technology: 25.7% (Fiscal Q4 2022, ended 3/31/2022)
GlobalFoundries: 37%
Allegro MicroSystems 14% (Fiscal Q4 2022, ended 3/25/2022)


Q1 2022 vs. Q1 2021 Revenue (Excluding equipment and materials manufacturers):

Intel: -7% (-1% non GAAP, -7% GAAP)
ams OSRAM: -3%
SkyWater Technology: 0%
Power Integrations Inc: 5%
Qorvo: 8.72% (GAAP, Fiscal Q4 2022 compare to Fiscal Q4 2021)
Powertech Technology Inc. (PTI): 13.03%
TI: 14%
Skyworks Solutions: 14% (Fiscal Q2 2022 ending March 31, 2022)
Allegro MicroSystems 14% (Fiscal Q4 2022, ended 3/25/2022)
STMicroelectronics: 17.6%
Melexis NV: 18%
Alpha and Omega Semiconductor: 20%
Amkor Technology: 20%
ASE Group: 21%
JCET Group: 21.2%
Infineon: 22% (Fiscal Q2 2022, ended 3/31/2022)
NXP: 22.2%
Micron: 25% (Fiscal Quarter ended March 3, 2022)
Microchip Technology: 25.7% (Fiscal Q4 2022, ended 3/31/2022)
Realtek: 27.49%
onsemi: 31%
MediaTek: 32.1%
UMC : 34.7%
TSMC: 36%
Wolfspeed: 37% (Third quarter of fiscal 2022, ended March 27, 2022)
GlobalFoundries: 37%
Novatek Microelectronics: 38.48%
Samsung Memory: 39%
Qualcomm: 41%
SK Hynix: 43%
Vanguard International: 47%
Silicon Laboratories: 48%
Powerchip Semiconductor: 56.42%
Renesas Electronics: 70.2% (Non-GAAP)
AMD: 71% (GAAP and Non-GAAP, 55% if excluding Xilinx)
SiTime Corporation: 97.7%

Upcoming Earnings Announcement Dates:

Camtek Ltd 5/11/2022
Nova Ltd 5/12/2022
SMIC 5/13/2022
Tower Semiconductor 5/16/2022
Analog Devices 5/18/2022
Nvidia 5/25/2022
Marvell Technology 5/26/2022
Semtech Corporation 6/1/2022
Broadcom 6/2/2022
 
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hist78

Well-known member
Updated 5/11/2022 morning

Added earnings data from the company below:

Diodes Incorporated (Diodes): 16.7%


Q1 2022 vs. Q1 2021 Revenue (Excluding equipment and materials manufacturers):

Intel: -7% (-1% non GAAP, -7% GAAP)
ams OSRAM: -3%
SkyWater Technology: 0%
Power Integrations Inc: 5%
Qorvo: 8.72% (GAAP, Fiscal Q4 2022 compare to Fiscal Q4 2021)
Powertech Technology Inc. (PTI): 13.03%
TI: 14%
Skyworks Solutions: 14% (Fiscal Q2 2022 ending March 31, 2022)
Allegro MicroSystems 14% (Fiscal Q4 2022, ended 3/25/2022)
Diodes Incorporated (Diodes): 16.7%
STMicroelectronics: 17.6%
Melexis NV: 18%
Alpha and Omega Semiconductor: 20%
Amkor Technology: 20%
ASE Group: 21%
JCET Group: 21.2%
Infineon: 22% (Fiscal Q2 2022, ended 3/31/2022)
NXP: 22.2%
Micron: 25% (Fiscal Quarter ended March 3, 2022)
Microchip Technology: 25.7% (Fiscal Q4 2022, ended 3/31/2022)
Realtek: 27.49%
onsemi: 31%
MediaTek: 32.1%
UMC : 34.7%
TSMC: 36%
Wolfspeed: 37% (Third quarter of fiscal 2022, ended March 27, 2022)
GlobalFoundries: 37%
Novatek Microelectronics: 38.48%
Samsung Memory: 39%
Qualcomm: 41%
SK Hynix: 43%
Vanguard International: 47%
Silicon Laboratories: 48%
Powerchip Semiconductor: 56.42%
Renesas Electronics: 70.2% (Non-GAAP)
AMD: 71% (GAAP and Non-GAAP, 55% if excluding Xilinx)
SiTime Corporation: 97.7%

Upcoming Earnings Announcement Dates:

Camtek Ltd 5/11/2022
Nova Ltd 5/12/2022
SMIC 5/13/2022
Tower Semiconductor 5/16/2022
Analog Devices 5/18/2022
Nvidia 5/25/2022
Marvell Technology 5/26/2022
Semtech Corporation 6/1/2022
Broadcom 6/2/2022
 

hist78

Well-known member
Updated 5/14/2022 evening

Added earnings data from the company below:

SMIC: 66.9%

Note:
Removed Camtek Ltd. and Nova Ltd. from the list to focus on semiconductor companies only, excluding equipment, software, and materials manufacturers.

Q1 2022 vs. Q1 2021 Revenue (Excluding equipment, software, and materials manufacturers):

Intel: -7% (-1% non GAAP, -7% GAAP)
ams OSRAM: -3%
SkyWater Technology: 0%
Power Integrations Inc: 5%
Qorvo: 8.72% (GAAP, Fiscal Q4 2022 compare to Fiscal Q4 2021)
Powertech Technology Inc. (PTI): 13.03%
TI: 14%
Skyworks Solutions: 14% (Fiscal Q2 2022 ending March 31, 2022)
Allegro MicroSystems 14% (Fiscal Q4 2022, ended 3/25/2022)
Diodes Incorporated (Diodes): 16.7%
STMicroelectronics: 17.6%
Melexis NV: 18%
Alpha and Omega Semiconductor: 20%
Amkor Technology: 20%
ASE Group: 21%
JCET Group: 21.2%
Infineon: 22% (Fiscal Q2 2022, ended 3/31/2022)
NXP: 22.2%
Micron: 25% (Fiscal Quarter ended March 3, 2022)
Microchip Technology: 25.7% (Fiscal Q4 2022, ended 3/31/2022)
Realtek: 27.49%
onsemi: 31%
MediaTek: 32.1%
UMC : 34.7%
TSMC: 36%
Wolfspeed: 37% (Third quarter of fiscal 2022, ended March 27, 2022)
GlobalFoundries: 37%
Novatek Microelectronics: 38.48%
Samsung Memory: 39%
Qualcomm: 41%
SK Hynix: 43%
Vanguard International: 47%
Silicon Laboratories: 48%
Powerchip Semiconductor: 56.42%
SMIC: 66.9%
Renesas Electronics: 70.2% (Non-GAAP)
AMD: 71% (GAAP and Non-GAAP, 55% if excluding Xilinx)
SiTime Corporation: 97.7%

Upcoming Earnings Announcement Dates:

Tower Semiconductor 5/16/2022
Analog Devices 5/18/2022
Nvidia 5/25/2022
Marvell Technology 5/26/2022
Semtech Corporation 6/1/2022
Broadcom 6/2/2022
 

hist78

Well-known member
Updated 5/16/2022 evening

Added earnings data from the company below:

Tower Semiconductor: 21%

Q1 2022 vs. Q1 2021 Revenue (Excluding equipment, software, and materials manufacturers):

Intel: -7% (-1% non GAAP, -7% GAAP)
ams OSRAM: -3%
SkyWater Technology: 0%
Power Integrations Inc: 5%
Qorvo: 8.72% (GAAP, Fiscal Q4 2022 compare to Fiscal Q4 2021)
Powertech Technology Inc. (PTI): 13.03%
TI: 14%
Skyworks Solutions: 14% (Fiscal Q2 2022 ending March 31, 2022)
Allegro MicroSystems 14% (Fiscal Q4 2022, ended 3/25/2022)
Diodes Incorporated (Diodes): 16.7%
STMicroelectronics: 17.6%
Melexis NV: 18%
Alpha and Omega Semiconductor: 20%
Amkor Technology: 20%
ASE Group: 21%
Tower Semiconductor: 21%
JCET Group: 21.2%
Infineon: 22% (Fiscal Q2 2022, ended 3/31/2022)
NXP: 22.2%
Micron: 25% (Fiscal Quarter ended March 3, 2022)
Microchip Technology: 25.7% (Fiscal Q4 2022, ended 3/31/2022)
Realtek: 27.49%
onsemi: 31%
MediaTek: 32.1%
UMC : 34.7%
TSMC: 36%
Wolfspeed: 37% (Third quarter of fiscal 2022, ended March 27, 2022)
GlobalFoundries: 37%
Novatek Microelectronics: 38.48%
Samsung Memory: 39%
Qualcomm: 41%
SK Hynix: 43%
Vanguard International: 47%
Silicon Laboratories: 48%
Powerchip Semiconductor: 56.42%
SMIC: 66.9%
Renesas Electronics: 70.2% (Non-GAAP)
AMD: 71% (GAAP and Non-GAAP, 55% if excluding Xilinx)
SiTime Corporation: 97.7%

Upcoming Earnings Announcement Dates:


Analog Devices 5/18/2022
Nvidia 5/25/2022
Marvell Technology 5/26/2022
Semtech Corporation 6/1/2022
Broadcom 6/2/2022
 

hist78

Well-known member
Updated 5/19/2022 morning

Added earnings data from the company below:

Analog Devices: 79% (Fiscal Q2 2022, ended 4/30/2022)


Q1 2022 vs. Q1 2021 Revenue (Excluding equipment, software, and materials manufacturers):

Intel: -7% (-1% non GAAP, -7% GAAP)
ams OSRAM: -3%
SkyWater Technology: 0%
Power Integrations Inc: 5%
Qorvo: 8.72% (GAAP, Fiscal Q4 2022 compare to Fiscal Q4 2021)
Powertech Technology Inc. (PTI): 13.03%
TI: 14%
Skyworks Solutions: 14% (Fiscal Q2 2022 ending 3/31/2022)
Allegro MicroSystems 14% (Fiscal Q4 2022, ended 3/25/2022)
Diodes Incorporated (Diodes): 16.7%
STMicroelectronics: 17.6%
Melexis NV: 18%
Alpha and Omega Semiconductor: 20%
Amkor Technology: 20%
ASE Group: 21%
Tower Semiconductor: 21%
JCET Group: 21.2%
Infineon: 22% (Fiscal Q2 2022, ended 3/31/2022)
NXP: 22.2%
Micron: 25% (Fiscal Quarter ended 3/3/2022)
Microchip Technology: 25.7% (Fiscal Q4 2022, ended 3/31/2022)
Realtek: 27.49%
onsemi: 31%
MediaTek: 32.1%
UMC : 34.7%
TSMC: 36%
Wolfspeed: 37% (Third quarter of fiscal 2022, ended 3/27/2022)
GlobalFoundries: 37%
Novatek Microelectronics: 38.48%
Samsung Memory: 39%
Qualcomm: 41%
SK Hynix: 43%
Vanguard International: 47%
Silicon Laboratories: 48%
Powerchip Semiconductor: 56.42%
SMIC: 66.9%
Renesas Electronics: 70.2% (Non-GAAP)
AMD: 71% (GAAP and Non-GAAP, 55% if excluding Xilinx)
Analog Devices: 79% (YoY, Fiscal Q2 2022, ended 4/30/2022)
SiTime Corporation: 97.7%

Upcoming Earnings Announcement Dates:

Nvidia 5/25/2022
Marvell Technology 5/26/2022
Semtech Corporation 6/1/2022
Broadcom 6/2/2022
 

hist78

Well-known member
Updated 5/25/2022 afternoon

Added earnings data from the company below:

Nvidia: 46% (Fiscal Q1 2023, ended 5/1/2022)


Q1 2022 vs. Q1 2021 Revenue (Excluding equipment, software, and materials manufacturers):

Intel: -7% (-1% non GAAP, -7% GAAP)
ams OSRAM: -3%
SkyWater Technology: 0%
Power Integrations Inc: 5%
Qorvo: 8.72% (GAAP, Fiscal Q4 2022 compare to Fiscal Q4 2021)
Powertech Technology Inc. (PTI): 13.03%
TI: 14%
Skyworks Solutions: 14% (Fiscal Q2 2022 ending 3/31/2022)
Allegro MicroSystems 14% (Fiscal Q4 2022, ended 3/25/2022)
Diodes Incorporated (Diodes): 16.7%
STMicroelectronics: 17.6%
Melexis NV: 18%
Alpha and Omega Semiconductor: 20%
Amkor Technology: 20%
ASE Group: 21%
Tower Semiconductor: 21%
JCET Group: 21.2%
Infineon: 22% (Fiscal Q2 2022, ended 3/31/2022)
NXP: 22.2%
Micron: 25% (Fiscal Quarter ended 3/3/2022)
Microchip Technology: 25.7% (Fiscal Q4 2022, ended 3/31/2022)
Realtek: 27.49%
onsemi: 31%
MediaTek: 32.1%
UMC : 34.7%
TSMC: 36%
Wolfspeed: 37% (Third quarter of fiscal 2022, ended 3/27/2022)
GlobalFoundries: 37%
Novatek Microelectronics: 38.48%
Samsung Memory: 39%
Qualcomm: 41%
SK Hynix: 43%
Nvidia: 46% (Fiscal Q1 2023, ended 5/1/2022)
Vanguard International: 47%
Silicon Laboratories: 48%
Powerchip Semiconductor: 56.42%
SMIC: 66.9%
Renesas Electronics: 70.2% (Non-GAAP)
AMD: 71% (GAAP and Non-GAAP, 55% if excluding Xilinx)
Analog Devices: 79% (YoY, Fiscal Q2 2022, ended 4/30/2022)
SiTime Corporation: 97.7%

Upcoming Earnings Announcement Dates:

Marvell Technology 5/26/2022
Semtech Corporation 6/1/2022
Broadcom 6/2/2022
 
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