15 distinct companies in our coverage share this SEC industry code, including Advanced Micro Devices, Inc. (AMD), Analog Devices, Inc. (ADI), Applied Materials, Inc. (AMAT). Explore what each business does and open its annual filing below.
What this peer group tells you
The SEC classifies these issuers under “Semiconductors & Related Devices” (SIC 3674). A shared code is a starting point for finding comparable businesses. Product mix, geography and customers can still differ substantially. Read the company descriptions before treating the group as direct competitors.
This group has 9 disclosed fiscal year-end dates. Align the reporting periods before comparing annual results. The calendar below shows each company’s year end separately from its filing date.
SEC data snapshot: . The linked reports are the annual filings stored in that snapshot; newer filings may exist. This is a coverage directory, not a complete industry census or a ranking of investments. Multiple share classes of one issuer count as one company.
AMD designs CPUs and GPUs for PCs, servers, and gaming consoles, positioning itself as the primary challenger to both Intel and NVIDIA. Its data-center accelerators are central to its ambitions in the AI compute market.
Applied Materials makes the manufacturing equipment that chipmakers use to fabricate semiconductors. As the largest supplier in its field, its orders serve as a leading indicator of industry capital spending.
Broadcom supplies networking, broadband, and custom silicon alongside a large enterprise-software portfolio anchored by VMware. The company is a key beneficiary of demand for AI-focused data-center connectivity.
Intel is a historic leader in microprocessors that is investing heavily to rebuild its manufacturing edge and build a foundry business for outside customers. Its US fabs make it a focal point of domestic chip policy.
Micron is one of the few global producers of DRAM and NAND memory, components essential to computers, phones, and AI servers. Demand for high-bandwidth memory used in AI accelerators has become a major growth driver.
NVIDIA makes the graphics processors and data-center accelerators that train and run most modern AI models. Its chips have become the default hardware of the AI boom, making it a bellwether for the entire sector.
Texas Instruments is a leading maker of analog and embedded processing chips used across industrial, automotive, and consumer electronics. It is expanding US manufacturing capacity to secure long-term supply.
Industry codes and annual filing references come from the SEC submissions snapshot linked to each issuer in our company catalog. Only groups with at least three distinct issuers, business descriptions and annual filing links are included.
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