Yield Theory

SEC industry · SIC 3674

Semiconductors & Related Devices stocks

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.

Company profiles and annual filings

Advanced Micro Devices, Inc. (AMD)

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.

Fiscal year end in SEC snapshot
December 26
Annual report period end
2025-12-27
10-K/A filed 2026-02-04

Analog Devices, Inc. (ADI)

Analog Devices designs high-performance analog, mixed-signal, and power-management chips for industrial, communications, and automotive markets.

Fiscal year end in SEC snapshot
November 1
Annual report period end
2025-11-01
10-K filed 2025-11-25

Applied Materials, Inc. (AMAT)

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.

Fiscal year end in SEC snapshot
October 26
Annual report period end
2025-10-26
10-K filed 2025-12-12

Broadcom Inc. (AVGO)

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.

Fiscal year end in SEC snapshot
November 1
Annual report period end
2025-11-02
10-K filed 2025-12-18

Enphase Energy, Inc. (ENPH)

Enphase Energy makes microinverters and battery systems that convert and store power for residential solar installations.

Fiscal year end in SEC snapshot
December 31
Annual report period end
2025-12-31
10-K filed 2026-02-17

Intel Corporation (INTC)

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.

Fiscal year end in SEC snapshot
December 27
Annual report period end
2025-12-27
10-K filed 2026-01-23

Micron Technology, Inc. (MU)

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.

Fiscal year end in SEC snapshot
September 3
Annual report period end
2025-08-28
10-K filed 2025-10-03

NVIDIA Corporation (NVDA)

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.

Fiscal year end in SEC snapshot
January 31
Annual report period end
2026-01-25
10-K filed 2026-02-25

NXP Semiconductors N.V. (NXPI)

NXP designs semiconductors for automotive, secure identification, and industrial applications, with a leading position in car electronics.

Fiscal year end in SEC snapshot
December 31
Annual report period end
2025-12-31
10-K filed 2026-02-19

Texas Instruments Incorporated (TXN)

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.

Fiscal year end in SEC snapshot
December 31
Annual report period end
2025-12-31
10-K filed 2026-02-06

Sources and directory method

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.

SEC Standard Industrial Classification code list explains the classification system. Read our research methodology or browse all industry directories.

See whether the semiconductors & related devices thesis still holds.

This page is company context and filings. Members get one sourced monthly call, a weekly evidence check, and the breakpoint written in advance. $15/month or $150/year.

$15/mo or $150/yr · cancel future renewals anytime · sources included