AI-assembled from public SEC filings
Semiconductors peer review
Descriptive comparison assembled from public SEC filings and verified companyfacts.
Descriptive comparison — not investment advice. This feature-specific review is assembled from a frozen evidence pack of public SEC filing quotes and verified SEC companyfacts numbers. It is descriptive only and makes no judgment about which company is better. It is not a rating, recommendation, endorsement, forecast, or investment advice. Figures are as of their cited filing dates. See Disclaimer.
Governing statutes (not legal advice)
Descriptive law cross-reference — not legal advice. grepcent publishes a curated industry-to-statute association only. This is not legal advice. It does not interpret statutes, assess company conduct, or mirror statute text. Deep links go to neochart.
Statutes grepcent curates as governing this industry, deep-linked to neochart's official text. Case-citation counts are shown as an importance signal, not the selection criterion. Not legal advice. Citing cases are shown as a case-citation in-degree importance signal, not an endorsement.
- 15 U.S.C. § 1: §1. Trusts, etc., in restraint of trade illegal; penalty
- 15 U.S.C. § 15: § 15. Suits by persons injured
- 15 U.S.C. § 1125: § 1125. False designations of origin, false descriptions, and dilution forbidden
Methodology
Mechanical semiconductor cluster: large semiconductor companies in the existing grepcent universe, selected from SEC SIC 3674 Semiconductors and Related Devices plus QCOM, whose cached SEC SIC is 3663 but whose suggested peer role is disclosed rather than relabeled.
The cluster is selected mechanically from public SEC SIC 3674 companies already present in grepcent's processed universe; QCOM is retained as a disclosed SIC-3663 semiconductor peer from the requested set. The review publishes no proprietary index-membership labels.
Verified Quantitative Matrix
Numbers are templated from frozen SEC companyfacts-derived facts already verified by grepcent. Fiscal periods and filing dates are shown in each cell; comparability markers use day-level period ends and reported XBRL source concepts.
| Metric | NVDA | AVGO | AMD | INTC | QCOM | TXN | MU | ADI | MCHP |
|---|---|---|---|---|---|---|---|---|---|
| Revenue Mixed reporting concepts: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, us-gaap:Revenues. Ticker concepts: ADI -> us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; AMD -> us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; AVGO -> us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; INTC -> us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; MCHP -> us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; MU -> us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; NVDA -> us-gaap:Revenues; QCOM -> us-gaap:Revenues; TXN -> us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. | 215,938,000,000 source · NUM_NVDA_REVENUE_FY2026 Day-level period offset: +29d vs row reference 2025-12-27; offset. | 63,887,000,000 source · NUM_AVGO_REVENUE_FY2025 Day-level period offset: about 2 months before row reference (-55d) vs row reference 2025-12-27; offset. | 34,639,000,000 source · NUM_AMD_REVENUE_FY2025 | 52,853,000,000 source · NUM_INTC_REVENUE_FY2025 | 44,284,000,000 source · NUM_QCOM_REVENUE_FY2025 Day-level period offset: about 3 months before row reference (-90d) vs row reference 2025-12-27; offset. | 17,682,000,000 source · NUM_TXN_REVENUE_FY2025 | 37,378,000,000 source · NUM_MU_REVENUE_FY2025 Day-level period offset: about 4 months before row reference (-121d) vs row reference 2025-12-27; offset. | 11,019,707,000 source · NUM_ADI_REVENUE_FY2025 Day-level period offset: about 2 months before row reference (-56d) vs row reference 2025-12-27; offset. | 4,713,100,000 source · NUM_MCHP_REVENUE_FY2026 Day-level period offset: about 3 months after row reference (+94d) vs row reference 2025-12-27; offset. |
| Gross margin Mixed reporting concepts: us-gaap:CostOfRevenue, us-gaap:GrossProfit, us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, us-gaap:Revenues. Ticker concepts: ADI -> us-gaap:GrossProfit + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; AMD -> us-gaap:GrossProfit + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; AVGO -> us-gaap:GrossProfit + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; INTC -> us-gaap:GrossProfit + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; MCHP -> us-gaap:GrossProfit + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; MU -> us-gaap:GrossProfit + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; NVDA -> us-gaap:GrossProfit + us-gaap:Revenues; QCOM -> us-gaap:CostOfRevenue + us-gaap:Revenues; TXN -> us-gaap:GrossProfit + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. | 71.07% source · NUM_NVDA_GROSS_MARGIN_FY2026 Day-level period offset: +29d vs row reference 2025-12-27; offset. | 67.77% source · NUM_AVGO_GROSS_MARGIN_FY2025 Day-level period offset: about 2 months before row reference (-55d) vs row reference 2025-12-27; offset. | 49.52% source · NUM_AMD_GROSS_MARGIN_FY2025 | 34.77% source · NUM_INTC_GROSS_MARGIN_FY2025 | 55.43% source · NUM_QCOM_GROSS_MARGIN_FY2025 Day-level period offset: about 3 months before row reference (-90d) vs row reference 2025-12-27; offset. | 57.02% source · NUM_TXN_GROSS_MARGIN_FY2025 | 39.79% source · NUM_MU_GROSS_MARGIN_FY2025 Day-level period offset: about 4 months before row reference (-121d) vs row reference 2025-12-27; offset. | 61.47% source · NUM_ADI_GROSS_MARGIN_FY2025 Day-level period offset: about 2 months before row reference (-56d) vs row reference 2025-12-27; offset. | 57.73% source · NUM_MCHP_GROSS_MARGIN_FY2026 Day-level period offset: about 3 months after row reference (+94d) vs row reference 2025-12-27; offset. |
| Operating margin Mixed reporting concepts: us-gaap:OperatingIncomeLoss, us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, us-gaap:Revenues. Ticker concepts: ADI -> us-gaap:OperatingIncomeLoss + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; AMD -> us-gaap:OperatingIncomeLoss + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; AVGO -> us-gaap:OperatingIncomeLoss + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; INTC -> us-gaap:OperatingIncomeLoss + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; MCHP -> us-gaap:OperatingIncomeLoss + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; MU -> us-gaap:OperatingIncomeLoss + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; NVDA -> us-gaap:OperatingIncomeLoss + us-gaap:Revenues; QCOM -> us-gaap:OperatingIncomeLoss + us-gaap:Revenues; TXN -> us-gaap:OperatingIncomeLoss + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. | 60.38% source · NUM_NVDA_OPERATING_MARGIN_FY2026 Day-level period offset: +29d vs row reference 2025-12-27; offset. | 39.89% source · NUM_AVGO_OPERATING_MARGIN_FY2025 Day-level period offset: about 2 months before row reference (-55d) vs row reference 2025-12-27; offset. | 10.66% source · NUM_AMD_OPERATING_MARGIN_FY2025 | -4.19% source · NUM_INTC_OPERATING_MARGIN_FY2025 | 27.90% source · NUM_QCOM_OPERATING_MARGIN_FY2025 Day-level period offset: about 3 months before row reference (-90d) vs row reference 2025-12-27; offset. | 34.06% source · NUM_TXN_OPERATING_MARGIN_FY2025 | 26.14% source · NUM_MU_OPERATING_MARGIN_FY2025 Day-level period offset: about 4 months before row reference (-121d) vs row reference 2025-12-27; offset. | 26.61% source · NUM_ADI_OPERATING_MARGIN_FY2025 Day-level period offset: about 2 months before row reference (-56d) vs row reference 2025-12-27; offset. | 10.40% source · NUM_MCHP_OPERATING_MARGIN_FY2026 Day-level period offset: about 3 months after row reference (+94d) vs row reference 2025-12-27; offset. |
| Net margin Mixed reporting concepts: us-gaap:NetIncomeLoss, us-gaap:ProfitLoss, us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, us-gaap:Revenues. Ticker concepts: ADI -> us-gaap:NetIncomeLoss + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; AMD -> us-gaap:NetIncomeLoss + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; AVGO -> us-gaap:ProfitLoss + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; INTC -> us-gaap:NetIncomeLoss + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; MCHP -> us-gaap:NetIncomeLoss + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; MU -> us-gaap:NetIncomeLoss + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; NVDA -> us-gaap:NetIncomeLoss + us-gaap:Revenues; QCOM -> us-gaap:NetIncomeLoss + us-gaap:Revenues; TXN -> us-gaap:NetIncomeLoss + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. | 55.60% source · NUM_NVDA_NET_MARGIN_FY2026 Day-level period offset: +29d vs row reference 2025-12-27; offset. | 36.20% source · NUM_AVGO_NET_MARGIN_FY2025 Day-level period offset: about 2 months before row reference (-55d) vs row reference 2025-12-27; offset. | 12.51% source · NUM_AMD_NET_MARGIN_FY2025 | -0.51% source · NUM_INTC_NET_MARGIN_FY2025 | 12.51% source · NUM_QCOM_NET_MARGIN_FY2025 Day-level period offset: about 3 months before row reference (-90d) vs row reference 2025-12-27; offset. | 28.28% source · NUM_TXN_NET_MARGIN_FY2025 | 22.84% source · NUM_MU_NET_MARGIN_FY2025 Day-level period offset: about 4 months before row reference (-121d) vs row reference 2025-12-27; offset. | 20.58% source · NUM_ADI_NET_MARGIN_FY2025 Day-level period offset: about 2 months before row reference (-56d) vs row reference 2025-12-27; offset. | 4.88% source · NUM_MCHP_NET_MARGIN_FY2026 Day-level period offset: about 3 months after row reference (+94d) vs row reference 2025-12-27; offset. |
| R&D / revenue Mixed reporting concepts: us-gaap:ResearchAndDevelopmentExpense, us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, us-gaap:Revenues. Ticker concepts: ADI -> us-gaap:ResearchAndDevelopmentExpense + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; AMD -> us-gaap:ResearchAndDevelopmentExpense + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; AVGO -> us-gaap:ResearchAndDevelopmentExpense + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; INTC -> us-gaap:ResearchAndDevelopmentExpense + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; MCHP -> us-gaap:ResearchAndDevelopmentExpense + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; MU -> us-gaap:ResearchAndDevelopmentExpense + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; NVDA -> us-gaap:ResearchAndDevelopmentExpense + us-gaap:Revenues; QCOM -> us-gaap:ResearchAndDevelopmentExpense + us-gaap:Revenues; TXN -> us-gaap:ResearchAndDevelopmentExpense + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. | 8.57% source · NUM_NVDA_R_AND_D_INTENSITY_FY2026 Day-level period offset: +29d vs row reference 2025-12-27; offset. | 17.18% source · NUM_AVGO_R_AND_D_INTENSITY_FY2025 Day-level period offset: about 2 months before row reference (-55d) vs row reference 2025-12-27; offset. | 23.36% source · NUM_AMD_R_AND_D_INTENSITY_FY2025 | 26.06% source · NUM_INTC_R_AND_D_INTENSITY_FY2025 | 20.42% source · NUM_QCOM_R_AND_D_INTENSITY_FY2025 Day-level period offset: about 3 months before row reference (-90d) vs row reference 2025-12-27; offset. | 11.78% source · NUM_TXN_R_AND_D_INTENSITY_FY2025 | 10.16% source · NUM_MU_R_AND_D_INTENSITY_FY2025 Day-level period offset: about 4 months before row reference (-121d) vs row reference 2025-12-27; offset. | 16.03% source · NUM_ADI_R_AND_D_INTENSITY_FY2025 Day-level period offset: about 2 months before row reference (-56d) vs row reference 2025-12-27; offset. | 23.04% source · NUM_MCHP_R_AND_D_INTENSITY_FY2026 Day-level period offset: about 3 months after row reference (+94d) vs row reference 2025-12-27; offset. |
| Capital expenditures Mixed reporting concepts: us-gaap:PaymentsToAcquireProductiveAssets, us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Ticker concepts: ADI -> us-gaap:PaymentsToAcquirePropertyPlantAndEquipment; AMD -> us-gaap:PaymentsToAcquirePropertyPlantAndEquipment; AVGO -> us-gaap:PaymentsToAcquirePropertyPlantAndEquipment; INTC -> us-gaap:PaymentsToAcquirePropertyPlantAndEquipment; MCHP -> us-gaap:PaymentsToAcquirePropertyPlantAndEquipment; MU -> us-gaap:PaymentsToAcquirePropertyPlantAndEquipment; NVDA -> us-gaap:PaymentsToAcquireProductiveAssets; QCOM -> us-gaap:PaymentsToAcquireProductiveAssets; TXN -> us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. | 6,042,000,000 source · NUM_NVDA_CAPEX_FY2026 Day-level period offset: +29d vs row reference 2025-12-27; offset. | 623,000,000 source · NUM_AVGO_CAPEX_FY2025 Day-level period offset: about 2 months before row reference (-55d) vs row reference 2025-12-27; offset. | 974,000,000 source · NUM_AMD_CAPEX_FY2025 | 14,646,000,000 source · NUM_INTC_CAPEX_FY2025 | 1,192,000,000 source · NUM_QCOM_CAPEX_FY2025 Day-level period offset: about 3 months before row reference (-90d) vs row reference 2025-12-27; offset. | 4,550,000,000 source · NUM_TXN_CAPEX_FY2025 | 15,857,000,000 source · NUM_MU_CAPEX_FY2025 Day-level period offset: about 4 months before row reference (-121d) vs row reference 2025-12-27; offset. | 533,552,000 source · NUM_ADI_CAPEX_FY2025 Day-level period offset: about 2 months before row reference (-56d) vs row reference 2025-12-27; offset. | 91,100,000 source · NUM_MCHP_CAPEX_FY2026 Day-level period offset: about 3 months after row reference (+94d) vs row reference 2025-12-27; offset. |
| Capex / revenue Mixed reporting concepts: us-gaap:PaymentsToAcquireProductiveAssets, us-gaap:PaymentsToAcquirePropertyPlantAndEquipment, us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, us-gaap:Revenues. Ticker concepts: ADI -> us-gaap:PaymentsToAcquirePropertyPlantAndEquipment + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; AMD -> us-gaap:PaymentsToAcquirePropertyPlantAndEquipment + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; AVGO -> us-gaap:PaymentsToAcquirePropertyPlantAndEquipment + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; INTC -> us-gaap:PaymentsToAcquirePropertyPlantAndEquipment + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; MCHP -> us-gaap:PaymentsToAcquirePropertyPlantAndEquipment + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; MU -> us-gaap:PaymentsToAcquirePropertyPlantAndEquipment + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; NVDA -> us-gaap:PaymentsToAcquireProductiveAssets + us-gaap:Revenues; QCOM -> us-gaap:PaymentsToAcquireProductiveAssets + us-gaap:Revenues; TXN -> us-gaap:PaymentsToAcquirePropertyPlantAndEquipment + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. | 2.80% source · NUM_NVDA_CAPEX_INTENSITY_FY2026 Day-level period offset: +29d vs row reference 2025-12-27; offset. | 0.98% source · NUM_AVGO_CAPEX_INTENSITY_FY2025 Day-level period offset: about 2 months before row reference (-55d) vs row reference 2025-12-27; offset. | 2.81% source · NUM_AMD_CAPEX_INTENSITY_FY2025 | 27.71% source · NUM_INTC_CAPEX_INTENSITY_FY2025 | 2.69% source · NUM_QCOM_CAPEX_INTENSITY_FY2025 Day-level period offset: about 3 months before row reference (-90d) vs row reference 2025-12-27; offset. | 25.73% source · NUM_TXN_CAPEX_INTENSITY_FY2025 | 42.42% source · NUM_MU_CAPEX_INTENSITY_FY2025 Day-level period offset: about 4 months before row reference (-121d) vs row reference 2025-12-27; offset. | 4.84% source · NUM_ADI_CAPEX_INTENSITY_FY2025 Day-level period offset: about 2 months before row reference (-56d) vs row reference 2025-12-27; offset. | 1.93% source · NUM_MCHP_CAPEX_INTENSITY_FY2026 Day-level period offset: about 3 months after row reference (+94d) vs row reference 2025-12-27; offset. |
| Free cash flow Mixed reporting concepts: us-gaap:NetCashProvidedByUsedInOperatingActivities, us-gaap:PaymentsToAcquireProductiveAssets, us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Ticker concepts: ADI -> us-gaap:NetCashProvidedByUsedInOperatingActivities + us-gaap:PaymentsToAcquirePropertyPlantAndEquipment; AMD -> us-gaap:NetCashProvidedByUsedInOperatingActivities + us-gaap:PaymentsToAcquirePropertyPlantAndEquipment; AVGO -> us-gaap:NetCashProvidedByUsedInOperatingActivities + us-gaap:PaymentsToAcquirePropertyPlantAndEquipment; INTC -> us-gaap:NetCashProvidedByUsedInOperatingActivities + us-gaap:PaymentsToAcquirePropertyPlantAndEquipment; MCHP -> us-gaap:NetCashProvidedByUsedInOperatingActivities + us-gaap:PaymentsToAcquirePropertyPlantAndEquipment; MU -> us-gaap:NetCashProvidedByUsedInOperatingActivities + us-gaap:PaymentsToAcquirePropertyPlantAndEquipment; NVDA -> us-gaap:NetCashProvidedByUsedInOperatingActivities + us-gaap:PaymentsToAcquireProductiveAssets; QCOM -> us-gaap:NetCashProvidedByUsedInOperatingActivities + us-gaap:PaymentsToAcquireProductiveAssets; TXN -> us-gaap:NetCashProvidedByUsedInOperatingActivities + us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. | 96,676,000,000 source · NUM_NVDA_FREE_CASH_FLOW_FY2026 Day-level period offset: +29d vs row reference 2025-12-27; offset. | 26,914,000,000 source · NUM_AVGO_FREE_CASH_FLOW_FY2025 Day-level period offset: about 2 months before row reference (-55d) vs row reference 2025-12-27; offset. | 6,735,000,000 source · NUM_AMD_FREE_CASH_FLOW_FY2025 | -4,949,000,000 source · NUM_INTC_FREE_CASH_FLOW_FY2025 | 12,820,000,000 source · NUM_QCOM_FREE_CASH_FLOW_FY2025 Day-level period offset: about 3 months before row reference (-90d) vs row reference 2025-12-27; offset. | 2,603,000,000 source · NUM_TXN_FREE_CASH_FLOW_FY2025 | 1,668,000,000 source · NUM_MU_FREE_CASH_FLOW_FY2025 Day-level period offset: about 4 months before row reference (-121d) vs row reference 2025-12-27; offset. | 4,278,650,000 source · NUM_ADI_FREE_CASH_FLOW_FY2025 Day-level period offset: about 2 months before row reference (-56d) vs row reference 2025-12-27; offset. | 871,000,000 source · NUM_MCHP_FREE_CASH_FLOW_FY2026 Day-level period offset: about 3 months after row reference (+94d) vs row reference 2025-12-27; offset. |
| Inventory | 21,403,000,000 source · NUM_NVDA_INVENTORY_FY2026 Day-level period offset: +29d vs row reference 2025-12-27; offset. | 2,270,000,000 source · NUM_AVGO_INVENTORY_FY2025 Day-level period offset: about 2 months before row reference (-55d) vs row reference 2025-12-27; offset. | 7,920,000,000 source · NUM_AMD_INVENTORY_FY2025 | 11,618,000,000 source · NUM_INTC_INVENTORY_FY2025 | 6,526,000,000 source · NUM_QCOM_INVENTORY_FY2025 Day-level period offset: about 3 months before row reference (-90d) vs row reference 2025-12-27; offset. | 4,804,000,000 source · NUM_TXN_INVENTORY_FY2025 | 8,355,000,000 source · NUM_MU_INVENTORY_FY2025 Day-level period offset: about 4 months before row reference (-121d) vs row reference 2025-12-27; offset. | 1,656,323,000 source · NUM_ADI_INVENTORY_FY2025 Day-level period offset: about 2 months before row reference (-56d) vs row reference 2025-12-27; offset. | 1,035,400,000 source · NUM_MCHP_INVENTORY_FY2026 Day-level period offset: about 3 months after row reference (+94d) vs row reference 2025-12-27; offset. |
| Dividends paid Mixed reporting concepts: us-gaap:PaymentsOfDividends, us-gaap:PaymentsOfDividendsCommonStock. Ticker concepts: ADI -> us-gaap:PaymentsOfDividendsCommonStock; AVGO -> us-gaap:PaymentsOfDividends; INTC -> us-gaap:PaymentsOfDividendsCommonStock; MCHP -> us-gaap:PaymentsOfDividendsCommonStock; MU -> us-gaap:PaymentsOfDividendsCommonStock; NVDA -> us-gaap:PaymentsOfDividends; TXN -> us-gaap:PaymentsOfDividends. | 974,000,000 source · NUM_NVDA_DIVIDENDS_PAID_FY2026 Day-level period offset: about 2 months before row reference (-65d) vs row reference 2026-03-31; offset. | 11,142,000,000 source · NUM_AVGO_DIVIDENDS_PAID_FY2025 Day-level period offset: about 5 months before row reference (-149d) vs row reference 2026-03-31; offset. | Not available. | 0.00 source · NUM_INTC_DIVIDENDS_PAID_FY2025 Day-level period offset: about 3 months before row reference (-94d) vs row reference 2026-03-31; offset. | Not available. | 4,999,000,000 source · NUM_TXN_DIVIDENDS_PAID_FY2025 Day-level period offset: about 3 months before row reference (-90d) vs row reference 2026-03-31; offset. | 522,000,000 source · NUM_MU_DIVIDENDS_PAID_FY2025 Day-level period offset: about 7 months before row reference (-215d) vs row reference 2026-03-31; offset. | 1,924,413,000 source · NUM_ADI_DIVIDENDS_PAID_FY2025 Day-level period offset: about 5 months before row reference (-150d) vs row reference 2026-03-31; offset. | 984,000,000 source · NUM_MCHP_DIVIDENDS_PAID_FY2026 |
| Share buybacks | 40,086,000,000 source · NUM_NVDA_SHARE_BUYBACKS_FY2026 Day-level period offset: about 2 months before row reference (-65d) vs row reference 2026-03-31; offset. | 2,450,000,000 source · NUM_AVGO_SHARE_BUYBACKS_FY2025 Day-level period offset: about 5 months before row reference (-149d) vs row reference 2026-03-31; offset. | 1,316,000,000 source · NUM_AMD_SHARE_BUYBACKS_FY2025 Day-level period offset: about 3 months before row reference (-94d) vs row reference 2026-03-31; offset. | Not available. | 8,791,000,000 source · NUM_QCOM_SHARE_BUYBACKS_FY2025 Day-level period offset: about 6 months before row reference (-184d) vs row reference 2026-03-31; offset. | 1,477,000,000 source · NUM_TXN_SHARE_BUYBACKS_FY2025 Day-level period offset: about 3 months before row reference (-90d) vs row reference 2026-03-31; offset. | 0.00 source · NUM_MU_SHARE_BUYBACKS_FY2025 Day-level period offset: about 7 months before row reference (-215d) vs row reference 2026-03-31; offset. | 2,164,638,000 source · NUM_ADI_SHARE_BUYBACKS_FY2025 Day-level period offset: about 5 months before row reference (-150d) vs row reference 2026-03-31; offset. | 0.00 source · NUM_MCHP_SHARE_BUYBACKS_FY2026 |
| Liabilities / equity leverage Mixed reporting concepts: us-gaap:Assets, us-gaap:Liabilities, us-gaap:StockholdersEquity, us-gaap:StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest. Ticker concepts: ADI -> us-gaap:Assets + us-gaap:StockholdersEquity; AMD -> us-gaap:Assets + us-gaap:StockholdersEquity; AVGO -> us-gaap:Liabilities + us-gaap:StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest; INTC -> us-gaap:Assets + us-gaap:StockholdersEquity; MCHP -> us-gaap:Assets + us-gaap:StockholdersEquity; MU -> us-gaap:Liabilities + us-gaap:StockholdersEquity; NVDA -> us-gaap:Liabilities + us-gaap:StockholdersEquity; QCOM -> us-gaap:Liabilities + us-gaap:StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest; TXN -> us-gaap:Liabilities + us-gaap:StockholdersEquity. | 0.31 source · NUM_NVDA_LIABILITIES_TO_EQUITY_FY2026 Day-level period offset: +29d vs row reference 2025-12-27; offset. | 1.10 source · NUM_AVGO_LIABILITIES_TO_EQUITY_FY2025 Day-level period offset: about 2 months before row reference (-55d) vs row reference 2025-12-27; offset. | 0.22 source · NUM_AMD_LIABILITIES_TO_EQUITY_FY2025 | 0.85 source · NUM_INTC_LIABILITIES_TO_EQUITY_FY2025 | 1.36 source · NUM_QCOM_LIABILITIES_TO_EQUITY_FY2025 Day-level period offset: about 3 months before row reference (-90d) vs row reference 2025-12-27; offset. | 1.13 source · NUM_TXN_LIABILITIES_TO_EQUITY_FY2025 | 0.53 source · NUM_MU_LIABILITIES_TO_EQUITY_FY2025 Day-level period offset: about 4 months before row reference (-121d) vs row reference 2025-12-27; offset. | 0.42 source · NUM_ADI_LIABILITIES_TO_EQUITY_FY2025 Day-level period offset: about 2 months before row reference (-56d) vs row reference 2025-12-27; offset. | 1.23 source · NUM_MCHP_LIABILITIES_TO_EQUITY_FY2026 Day-level period offset: about 3 months after row reference (+94d) vs row reference 2025-12-27; offset. |
| Cash and equivalents | 10,605,000,000 source · NUM_NVDA_CASH_FY2026 Day-level period offset: +29d vs row reference 2025-12-27; offset. | 16,178,000,000 source · NUM_AVGO_CASH_FY2025 Day-level period offset: about 2 months before row reference (-55d) vs row reference 2025-12-27; offset. | 5,539,000,000 source · NUM_AMD_CASH_FY2025 | 14,265,000,000 source · NUM_INTC_CASH_FY2025 | 5,520,000,000 source · NUM_QCOM_CASH_FY2025 Day-level period offset: about 3 months before row reference (-90d) vs row reference 2025-12-27; offset. | 3,225,000,000 source · NUM_TXN_CASH_FY2025 | 9,642,000,000 source · NUM_MU_CASH_FY2025 Day-level period offset: about 4 months before row reference (-121d) vs row reference 2025-12-27; offset. | 2,499,406,000 source · NUM_ADI_CASH_FY2025 Day-level period offset: about 2 months before row reference (-56d) vs row reference 2025-12-27; offset. | 240,300,000 source · NUM_MCHP_CASH_FY2026 Day-level period offset: about 3 months after row reference (+94d) vs row reference 2025-12-27; offset. |
Code-computed comparisons
- grepcent-computed capex intensity range: Cross-company range not shown: fiscal period-ends span more than 14 days (ADI ends 2025-11-01, AVGO ends 2025-11-02; row reference 2025-12-27); artifact-time exclusions: MCHP: period not aligned (2026-Q1 vs 2025-Q4); MU: period not aligned (2025-Q3 vs 2025-Q4); NVDA: period not aligned (2026-Q1 vs 2025-Q4); QCOM: period not aligned (2025-Q3 vs 2025-Q4). Individual company cells above remain shown with their period and concept comparability markers.
- grepcent-computed gross margin range: Cross-company range not shown: fiscal period-ends span more than 14 days (ADI ends 2025-11-01, AVGO ends 2025-11-02; row reference 2025-12-27); artifact-time exclusions: MCHP: period not aligned (2026-Q1 vs 2025-Q4); MU: period not aligned (2025-Q3 vs 2025-Q4); NVDA: period not aligned (2026-Q1 vs 2025-Q4); QCOM: period not aligned (2025-Q3 vs 2025-Q4). Individual company cells above remain shown with their period and concept comparability markers.
Market-risk companion: risk and factor comparison from lmfin. It is descriptive and separate from the SEC fundamentals review.
Narrative Matrix
| Dimension | NVDA | AVGO | AMD | INTC | QCOM | TXN | MU | ADI | MCHP |
|---|---|---|---|---|---|---|---|---|---|
| Business model | Quarantined: no direct dimension-relevant quote survived the gate. | Quarantined: no direct dimension-relevant quote survived the gate. | Quarantined: no direct dimension-relevant quote survived the gate. | Quarantined: no direct dimension-relevant quote survived the gate. | Quarantined: no direct dimension-relevant quote survived the gate. | Quarantined: no direct dimension-relevant quote survived the gate. | Quarantined: no direct dimension-relevant quote survived the gate. | Quarantined: no direct dimension-relevant quote survived the gate. | In its latest annual MD&A, MCHP describes this business model item. [FACT:Q_MCHP_BUSINESS_MODEL_1] Our other product line includes FPGA products, royalties associated with licenses for the use of our SuperFlash and other technologies, sales of our intellectual property, fees for engineering services, memory products, timing systems, manufacturing services (wafer foundry and assembly and test subcontracting), legacy application specific integrated circuits, and certain products for aerospace applications. company page · source filing · fact Q_MCHP_BUSINESS_MODEL_1 · filed 2026-05-21 |
| Geographic and customer exposure | Quarantined: no direct dimension-relevant quote survived the gate. | Quarantined: no direct dimension-relevant quote survived the gate. | Quarantined: no direct dimension-relevant quote survived the gate. | Quarantined: no direct dimension-relevant quote survived the gate. | Quarantined: no direct dimension-relevant quote survived the gate. | Quarantined: no direct dimension-relevant quote survived the gate. | Quarantined: no direct dimension-relevant quote survived the gate. | Quarantined: no direct dimension-relevant quote survived the gate. | Quarantined: no direct dimension-relevant quote survived the gate. |
| Capital allocation | Quarantined: no direct dimension-relevant quote survived the gate. | Quarantined: no direct dimension-relevant quote survived the gate. | Quarantined: no direct dimension-relevant quote survived the gate. | Quarantined: no direct dimension-relevant quote survived the gate. | Quarantined: no direct dimension-relevant quote survived the gate. | Quarantined: no direct dimension-relevant quote survived the gate. | Quarantined: no direct dimension-relevant quote survived the gate. | Quarantined: no direct dimension-relevant quote survived the gate. | Quarantined: no direct dimension-relevant quote survived the gate. |
| Stated strategy in filings | In its latest annual MD&A, NVDA describes this stated strategy in filings item. [FACT:Q_NVDA_STATED_STRATEGY_1] Fueled by the sustained demand for exceptional 3D graphics and the scale of the gaming market, NVIDIA has leveraged its GPU architecture to create platforms for scientific computing, AI, data science, autonomous vehicles, robotics, and digital twin applications. company page · source filing · fact Q_NVDA_STATED_STRATEGY_1 · filed 2026-02-25 | Quarantined: no direct dimension-relevant quote survived the gate. | Quarantined: no direct dimension-relevant quote survived the gate. | Quarantined: no direct dimension-relevant quote survived the gate. | Quarantined: no direct dimension-relevant quote survived the gate. | Quarantined: no direct dimension-relevant quote survived the gate. | Quarantined: no direct dimension-relevant quote survived the gate. | Quarantined: no direct dimension-relevant quote survived the gate. | Quarantined: no direct dimension-relevant quote survived the gate. |
| Idiosyncratic risks in filings | In its latest annual MD&A, NVDA describes this idiosyncratic risks in filings item. [FACT:Q_NVDA_IDIOSYNCRATIC_RISKS_1] We generate a significant amount of our revenue from a limited number of indirect customers, some individually representing 10% or more of our revenue. company page · source filing · fact Q_NVDA_IDIOSYNCRATIC_RISKS_1 · filed 2026-02-25 | In its latest annual MD&A, AVGO describes this idiosyncratic risks in filings item. [FACT:Q_AVGO_IDIOSYNCRATIC_RISKS_1] Direct sales to one semiconductor solutions customer, which is a distributor, accounted for 32% and 28% of our net revenue for fiscal years 2025 and 2024, respectively. company page · source filing · fact Q_AVGO_IDIOSYNCRATIC_RISKS_1 · filed 2025-12-18 | Quarantined: no direct dimension-relevant quote survived the gate. | Quarantined: no direct dimension-relevant quote survived the gate. | Quarantined: no direct dimension-relevant quote survived the gate. | Quarantined: no direct dimension-relevant quote survived the gate. | Quarantined: no direct dimension-relevant quote survived the gate. | Quarantined: no direct dimension-relevant quote survived the gate. | In its latest annual MD&A, MCHP describes this idiosyncratic risks in filings item. [FACT:Q_MCHP_IDIOSYNCRATIC_RISKS_2] With the exception of Arrow Electronics, our largest distributor, which accounted for 12% and 10% of our net sales in fiscal 2026 and in fiscal 2025, respectively, no other distributor or direct customer accounted for more than 10% of our net sales during these periods. company page · source filing · fact Q_MCHP_IDIOSYNCRATIC_RISKS_2 · filed 2026-05-21 |
| Recent narrative change | Quarantined: no direct dimension-relevant quote survived the gate. | Quarantined: no direct dimension-relevant quote survived the gate. | Quarantined: no direct dimension-relevant quote survived the gate. | Quarantined: no direct dimension-relevant quote survived the gate. | Quarantined: no direct dimension-relevant quote survived the gate. | Quarantined: no direct dimension-relevant quote survived the gate. | Quarantined: no direct dimension-relevant quote survived the gate. | Quarantined: no direct dimension-relevant quote survived the gate. | Quarantined: no direct dimension-relevant quote survived the gate. |
Gate summary
Quarantined quantitative rows
- No quantitative metric rows quarantined.
Quarantined dimensions
- geographic_customer_exposure: No verified cells survived the gate.
- capital_allocation: No verified cells survived the gate.
- recent_narrative_change: No verified cells survived the gate.
Quarantined cells
- NVDA / business_model: No direct dimension-relevant quote survived the evidence gate.
- AVGO / business_model: No direct dimension-relevant quote survived the evidence gate.
- AMD / business_model: No direct dimension-relevant quote survived the evidence gate.
- INTC / business_model: No direct dimension-relevant quote survived the evidence gate.
- QCOM / business_model: No direct dimension-relevant quote survived the evidence gate.
- TXN / business_model: No direct dimension-relevant quote survived the evidence gate.
- MU / business_model: No direct dimension-relevant quote survived the evidence gate.
- ADI / business_model: No direct dimension-relevant quote survived the evidence gate.
- NVDA / geographic_customer_exposure: No direct dimension-relevant quote survived the evidence gate.
- AVGO / geographic_customer_exposure: No direct dimension-relevant quote survived the evidence gate.
- AMD / geographic_customer_exposure: No direct dimension-relevant quote survived the evidence gate.
- INTC / geographic_customer_exposure: No direct dimension-relevant quote survived the evidence gate.
- QCOM / geographic_customer_exposure: No direct dimension-relevant quote survived the evidence gate.
- TXN / geographic_customer_exposure: No direct dimension-relevant quote survived the evidence gate.
- MU / geographic_customer_exposure: No direct dimension-relevant quote survived the evidence gate.
- ADI / geographic_customer_exposure: No direct dimension-relevant quote survived the evidence gate.
- MCHP / geographic_customer_exposure: No direct dimension-relevant quote survived the evidence gate.
- NVDA / capital_allocation: No direct dimension-relevant quote survived the evidence gate.
- AVGO / capital_allocation: No direct dimension-relevant quote survived the evidence gate.
- AMD / capital_allocation: No direct dimension-relevant quote survived the evidence gate.
- INTC / capital_allocation: No direct dimension-relevant quote survived the evidence gate.
- QCOM / capital_allocation: No direct dimension-relevant quote survived the evidence gate.
- TXN / capital_allocation: No direct dimension-relevant quote survived the evidence gate.
- MU / capital_allocation: No direct dimension-relevant quote survived the evidence gate.