Treemap
The Chip Value Chain by Stage: Revenue
Revenue over the trailing twelve months, sixteen companies, grouped by value-chain stage, $ billions
Plays the chart through its history, period by period.
Palanor calculation from SEC EDGAR XBRL filings: revenue over the trailing twelve months (latest fiscal year for ASML and TSMC), euros and Taiwan dollars converted at the period's average Federal Reserve H.10 rate. Headquarters checked against Palanor's company graph.
Revenue grouped by stage. Chip design is the largest by sales among these companies; design software and IP are small businesses with the highest margins.
Ranked, 16 items
| # | Group | Share | |||
|---|---|---|---|---|---|
| 1 | Nvidia | Chip design (fabless) | $303.0B | 36% | Q3 2026 |
| 2 | TSMC | Foundry | $122.4B | 14% | 2025 |
| 3 | Broadcom | Chip design (fabless) | $89.1B | 10% | Q3 2026 |
| 4 | Intel | Integrated maker | $57.0B | 6.7% | Q2 2026 |
| 5 | Qualcomm | Chip design (fabless) | $44.1B | 5.2% | Q2 2026 |
| 6 | AMD | Chip design (fabless) | $41.3B | 4.8% | Q2 2026 |
| 7 | ASML | Equipment | $36.9B | 4.3% | 2025 |
| 8 | Arrow Electronics | Distribution | $35.9B | 4.2% | Q3 2026 |
| 9 | Applied Materials | Equipment | $30.8B | 3.6% | Q3 2026 |
| 10 | Avnet | Distribution | $27.6B | 3.2% | Q2 2026 |
| 11 | Lam Research | Equipment | $23.2B | 2.7% | Q2 2026 |
| 12 | KLA | Equipment | $13.6B | 1.6% | Q2 2026 |
| 13 | Synopsys | Design software (EDA) | $9.4B | 1.1% | Q3 2026 |
| 14 | Amkor | Packaging and test | $7.1B | 0.83% | Q1 2026 |
| 15 | Cadence | Design software (EDA) | $5.5B | 0.65% | Q1 2026 |
What this chart reads·16 series
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- Cadence Revenue, Trailing Twelve Months (USD)as “Cadence”behindlatest 2026-03-31
- Synopsys Revenue, Trailing Twelve Months (USD)as “Synopsys”latest 2026-07-31
- Arm Revenue, Trailing Twelve Months (USD)as “Arm”latest 2026-06-30
- ASML Revenue, Trailing Twelve Months (USD)as “ASML”latest 2025-12-31
- Applied Materials Revenue, Trailing Twelve Months (USD)as “Applied Materials”latest 2026-07-26
- Lam Research Revenue, Trailing Twelve Months (USD)as “Lam Research”latest 2026-06-28
- KLA Revenue, Trailing Twelve Months (USD)as “KLA”latest 2026-06-30
- Nvidia Revenue, Trailing Twelve Months (USD)as “Nvidia”latest 2026-07-26
- AMD Revenue, Trailing Twelve Months (USD)as “AMD”latest 2026-06-27
- Qualcomm Revenue, Trailing Twelve Months (USD)as “Qualcomm”latest 2026-06-28
- Broadcom Revenue, Trailing Twelve Months (USD)as “Broadcom”latest 2026-08-02
- TSMC Revenue, Trailing Twelve Months (USD)as “TSMC”latest 2025-12-31
- Intel Revenue, Trailing Twelve Months (USD)as “Intel”latest 2026-06-27
- Amkor Revenue, Trailing Twelve Months (USD)as “Amkor”behindlatest 2026-03-31
- Arrow Electronics Revenue, Trailing Twelve Months (USD)as “Arrow Electronics”latest 2026-07-04
- Avnet Revenue, Trailing Twelve Months (USD)as “Avnet”latest 2026-06-27
Sources·16 sources
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Cadence Revenue, Trailing Twelve Months (USD). Source: U.S. Securities and Exchange Commission, EDGAR XBRL filings; calculated by Palanor. Public domain.
Synopsys Revenue, Trailing Twelve Months (USD). Source: U.S. Securities and Exchange Commission, EDGAR XBRL filings; calculated by Palanor. Public domain.
Arm Revenue, Trailing Twelve Months (USD). Source: U.S. Securities and Exchange Commission, EDGAR XBRL filings; calculated by Palanor. Public domain.
ASML Revenue, Trailing Twelve Months (USD). Source: U.S. Securities and Exchange Commission, EDGAR XBRL filings; calculated by Palanor. Public domain. Exchange rates: Federal Reserve Board H.10, via FRED.
Applied Materials Revenue, Trailing Twelve Months (USD). Source: U.S. Securities and Exchange Commission, EDGAR XBRL filings; calculated by Palanor. Public domain.
Lam Research Revenue, Trailing Twelve Months (USD). Source: U.S. Securities and Exchange Commission, EDGAR XBRL filings; calculated by Palanor. Public domain.
KLA Revenue, Trailing Twelve Months (USD). Source: U.S. Securities and Exchange Commission, EDGAR XBRL filings; calculated by Palanor. Public domain.
Nvidia Revenue, Trailing Twelve Months (USD). Source: U.S. Securities and Exchange Commission, EDGAR XBRL filings; calculated by Palanor. Public domain.
AMD Revenue, Trailing Twelve Months (USD). Source: U.S. Securities and Exchange Commission, EDGAR XBRL filings; calculated by Palanor. Public domain.
Qualcomm Revenue, Trailing Twelve Months (USD). Source: U.S. Securities and Exchange Commission, EDGAR XBRL filings; calculated by Palanor. Public domain.
Broadcom Revenue, Trailing Twelve Months (USD). Source: U.S. Securities and Exchange Commission, EDGAR XBRL filings; calculated by Palanor. Public domain.
TSMC Revenue, Trailing Twelve Months (USD). Source: U.S. Securities and Exchange Commission, EDGAR XBRL filings; calculated by Palanor. Public domain. Exchange rates: Federal Reserve Board H.10, via FRED.
Intel Revenue, Trailing Twelve Months (USD). Source: U.S. Securities and Exchange Commission, EDGAR XBRL filings; calculated by Palanor. Public domain.
Amkor Revenue, Trailing Twelve Months (USD). Source: U.S. Securities and Exchange Commission, EDGAR XBRL filings; calculated by Palanor. Public domain.
Arrow Electronics Revenue, Trailing Twelve Months (USD). Source: U.S. Securities and Exchange Commission, EDGAR XBRL filings; calculated by Palanor. Public domain.
Avnet Revenue, Trailing Twelve Months (USD). Source: U.S. Securities and Exchange Commission, EDGAR XBRL filings; calculated by Palanor. Public domain.
Charts are drawn from Palanor's signal library and recomputed from source data on every view. Transformations (changes, indexing, year-on-year rates) are Palanor's.