AI-assembled from public SEC filings

Semiconductors peer review

Descriptive comparison assembled from public SEC filings and verified companyfacts.

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.

Methodology

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.

Pack hash: da5c111a28d135ff53eb5bb2721658565c296c18d5e780819e3ba9eea62507b4. Generated: 2026-06-26.

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; code-computed comparisons below only use calendar-aligned periods.

Metric	NVDA	AVGO	AMD	INTC	QCOM	TXN	MU	ADI	MCHP
Revenue	215,938,000,000 FY 2026; period end 2026-01-25; filed 2026-02-25; reporting currency USD source · NUM_NVDA_REVENUE_FY2026 Non-aligned period: 2026-Q1; row majority 2025-Q4.	63,887,000,000 FY 2025; period end 2025-11-02; filed 2025-12-18; reporting currency USD source · NUM_AVGO_REVENUE_FY2025	34,639,000,000 FY 2025; period end 2025-12-27; filed 2026-02-04; reporting currency USD source · NUM_AMD_REVENUE_FY2025	52,853,000,000 FY 2025; period end 2025-12-27; filed 2026-01-23; reporting currency USD source · NUM_INTC_REVENUE_FY2025	44,284,000,000 FY 2025; period end 2025-09-28; filed 2025-11-05; reporting currency USD source · NUM_QCOM_REVENUE_FY2025 Non-aligned period: 2025-Q3; row majority 2025-Q4.	17,682,000,000 FY 2025; period end 2025-12-31; filed 2026-02-06; reporting currency USD source · NUM_TXN_REVENUE_FY2025	37,378,000,000 FY 2025; period end 2025-08-28; filed 2025-10-03; reporting currency USD source · NUM_MU_REVENUE_FY2025 Non-aligned period: 2025-Q3; row majority 2025-Q4.	11,019,707,000 FY 2025; period end 2025-11-01; filed 2025-11-25; reporting currency USD source · NUM_ADI_REVENUE_FY2025	4,713,100,000 FY 2026; period end 2026-03-31; filed 2026-05-21; reporting currency USD source · NUM_MCHP_REVENUE_FY2026 Non-aligned period: 2026-Q1; row majority 2025-Q4.
Gross margin	71.07% FY 2026; period end 2026-01-25; filed 2026-02-25 source · NUM_NVDA_GROSS_MARGIN_FY2026 grepcent-computed in code: gross profit / revenue from NUM_NVDA_GROSS_PROFIT_FY2026, NUM_NVDA_REVENUE_FY2026. Computed from filing inputs; may differ from the company's own reported/adjusted ratio. Non-aligned period: 2026-Q1; row majority 2025-Q4.	67.77% FY 2025; period end 2025-11-02; filed 2025-12-18 source · NUM_AVGO_GROSS_MARGIN_FY2025 grepcent-computed in code: gross profit / revenue from NUM_AVGO_GROSS_PROFIT_FY2025, NUM_AVGO_REVENUE_FY2025. Computed from filing inputs; may differ from the company's own reported/adjusted ratio.	49.52% FY 2025; period end 2025-12-27; filed 2026-02-04 source · NUM_AMD_GROSS_MARGIN_FY2025 grepcent-computed in code: gross profit / revenue from NUM_AMD_GROSS_PROFIT_FY2025, NUM_AMD_REVENUE_FY2025. Computed from filing inputs; may differ from the company's own reported/adjusted ratio.	34.77% FY 2025; period end 2025-12-27; filed 2026-01-23 source · NUM_INTC_GROSS_MARGIN_FY2025 grepcent-computed in code: gross profit / revenue from NUM_INTC_GROSS_PROFIT_FY2025, NUM_INTC_REVENUE_FY2025. Computed from filing inputs; may differ from the company's own reported/adjusted ratio.	55.43% FY 2025; period end 2025-09-28; filed 2025-11-05 source · NUM_QCOM_GROSS_MARGIN_FY2025 grepcent-computed in code: (revenue - cost of revenue) / revenue from NUM_QCOM_REVENUE_FY2025, NUM_QCOM_COST_OF_REVENUE_FY2025. Computed from filing inputs; may differ from the company's own reported/adjusted ratio. Non-aligned period: 2025-Q3; row majority 2025-Q4.	57.02% FY 2025; period end 2025-12-31; filed 2026-02-06 source · NUM_TXN_GROSS_MARGIN_FY2025 grepcent-computed in code: gross profit / revenue from NUM_TXN_GROSS_PROFIT_FY2025, NUM_TXN_REVENUE_FY2025. Computed from filing inputs; may differ from the company's own reported/adjusted ratio.	39.79% FY 2025; period end 2025-08-28; filed 2025-10-03 source · NUM_MU_GROSS_MARGIN_FY2025 grepcent-computed in code: gross profit / revenue from NUM_MU_GROSS_PROFIT_FY2025, NUM_MU_REVENUE_FY2025. Computed from filing inputs; may differ from the company's own reported/adjusted ratio. Non-aligned period: 2025-Q3; row majority 2025-Q4.	61.47% FY 2025; period end 2025-11-01; filed 2025-11-25 source · NUM_ADI_GROSS_MARGIN_FY2025 grepcent-computed in code: gross profit / revenue from NUM_ADI_GROSS_PROFIT_FY2025, NUM_ADI_REVENUE_FY2025. Computed from filing inputs; may differ from the company's own reported/adjusted ratio.	57.73% FY 2026; period end 2026-03-31; filed 2026-05-21 source · NUM_MCHP_GROSS_MARGIN_FY2026 grepcent-computed in code: gross profit / revenue from NUM_MCHP_GROSS_PROFIT_FY2026, NUM_MCHP_REVENUE_FY2026. Computed from filing inputs; may differ from the company's own reported/adjusted ratio. Non-aligned period: 2026-Q1; row majority 2025-Q4.
Operating margin	60.38% FY 2026; period end 2026-01-25; filed 2026-02-25 source · NUM_NVDA_OPERATING_MARGIN_FY2026 Non-aligned period: 2026-Q1; row majority 2025-Q4.	39.89% FY 2025; period end 2025-11-02; filed 2025-12-18 source · NUM_AVGO_OPERATING_MARGIN_FY2025	10.66% FY 2025; period end 2025-12-27; filed 2026-02-04 source · NUM_AMD_OPERATING_MARGIN_FY2025	-4.19% FY 2025; period end 2025-12-27; filed 2026-01-23 source · NUM_INTC_OPERATING_MARGIN_FY2025	27.90% FY 2025; period end 2025-09-28; filed 2025-11-05 source · NUM_QCOM_OPERATING_MARGIN_FY2025 Non-aligned period: 2025-Q3; row majority 2025-Q4.	34.06% FY 2025; period end 2025-12-31; filed 2026-02-06 source · NUM_TXN_OPERATING_MARGIN_FY2025	26.14% FY 2025; period end 2025-08-28; filed 2025-10-03 source · NUM_MU_OPERATING_MARGIN_FY2025 Non-aligned period: 2025-Q3; row majority 2025-Q4.	26.61% FY 2025; period end 2025-11-01; filed 2025-11-25 source · NUM_ADI_OPERATING_MARGIN_FY2025	10.40% FY 2026; period end 2026-03-31; filed 2026-05-21 source · NUM_MCHP_OPERATING_MARGIN_FY2026 Non-aligned period: 2026-Q1; row majority 2025-Q4.
Net margin	55.60% FY 2026; period end 2026-01-25; filed 2026-02-25 source · NUM_NVDA_NET_MARGIN_FY2026 Non-aligned period: 2026-Q1; row majority 2025-Q4.	36.20% FY 2025; period end 2025-11-02; filed 2025-12-18 source · NUM_AVGO_NET_MARGIN_FY2025	12.51% FY 2025; period end 2025-12-27; filed 2026-02-04 source · NUM_AMD_NET_MARGIN_FY2025	-0.51% FY 2025; period end 2025-12-27; filed 2026-01-23 source · NUM_INTC_NET_MARGIN_FY2025	12.51% FY 2025; period end 2025-09-28; filed 2025-11-05 source · NUM_QCOM_NET_MARGIN_FY2025 Non-aligned period: 2025-Q3; row majority 2025-Q4.	28.28% FY 2025; period end 2025-12-31; filed 2026-02-06 source · NUM_TXN_NET_MARGIN_FY2025	22.84% FY 2025; period end 2025-08-28; filed 2025-10-03 source · NUM_MU_NET_MARGIN_FY2025 Non-aligned period: 2025-Q3; row majority 2025-Q4.	20.58% FY 2025; period end 2025-11-01; filed 2025-11-25 source · NUM_ADI_NET_MARGIN_FY2025	4.88% FY 2026; period end 2026-03-31; filed 2026-05-21 source · NUM_MCHP_NET_MARGIN_FY2026 Non-aligned period: 2026-Q1; row majority 2025-Q4.
R&D / revenue	8.57% FY 2026; period end 2026-01-25; filed 2026-02-25 source · NUM_NVDA_R_AND_D_INTENSITY_FY2026 grepcent-computed in code: research and development expense / revenue from NUM_NVDA_RESEARCH_AND_DEVELOPMENT_FY2026, NUM_NVDA_REVENUE_FY2026. Computed from filing inputs; may differ from the company's own reported/adjusted ratio. Non-aligned period: 2026-Q1; row majority 2025-Q4.	17.18% FY 2025; period end 2025-11-02; filed 2025-12-18 source · NUM_AVGO_R_AND_D_INTENSITY_FY2025 grepcent-computed in code: research and development expense / revenue from NUM_AVGO_RESEARCH_AND_DEVELOPMENT_FY2025, NUM_AVGO_REVENUE_FY2025. Computed from filing inputs; may differ from the company's own reported/adjusted ratio.	23.36% FY 2025; period end 2025-12-27; filed 2026-02-04 source · NUM_AMD_R_AND_D_INTENSITY_FY2025 grepcent-computed in code: research and development expense / revenue from NUM_AMD_RESEARCH_AND_DEVELOPMENT_FY2025, NUM_AMD_REVENUE_FY2025. Computed from filing inputs; may differ from the company's own reported/adjusted ratio.	26.06% FY 2025; period end 2025-12-27; filed 2026-01-23 source · NUM_INTC_R_AND_D_INTENSITY_FY2025 grepcent-computed in code: research and development expense / revenue from NUM_INTC_RESEARCH_AND_DEVELOPMENT_FY2025, NUM_INTC_REVENUE_FY2025. Computed from filing inputs; may differ from the company's own reported/adjusted ratio.	20.42% FY 2025; period end 2025-09-28; filed 2025-11-05 source · NUM_QCOM_R_AND_D_INTENSITY_FY2025 grepcent-computed in code: research and development expense / revenue from NUM_QCOM_RESEARCH_AND_DEVELOPMENT_FY2025, NUM_QCOM_REVENUE_FY2025. Computed from filing inputs; may differ from the company's own reported/adjusted ratio. Non-aligned period: 2025-Q3; row majority 2025-Q4.	11.78% FY 2025; period end 2025-12-31; filed 2026-02-06 source · NUM_TXN_R_AND_D_INTENSITY_FY2025 grepcent-computed in code: research and development expense / revenue from NUM_TXN_RESEARCH_AND_DEVELOPMENT_FY2025, NUM_TXN_REVENUE_FY2025. Computed from filing inputs; may differ from the company's own reported/adjusted ratio.	10.16% FY 2025; period end 2025-08-28; filed 2025-10-03 source · NUM_MU_R_AND_D_INTENSITY_FY2025 grepcent-computed in code: research and development expense / revenue from NUM_MU_RESEARCH_AND_DEVELOPMENT_FY2025, NUM_MU_REVENUE_FY2025. Computed from filing inputs; may differ from the company's own reported/adjusted ratio. Non-aligned period: 2025-Q3; row majority 2025-Q4.	16.03% FY 2025; period end 2025-11-01; filed 2025-11-25 source · NUM_ADI_R_AND_D_INTENSITY_FY2025 grepcent-computed in code: research and development expense / revenue from NUM_ADI_RESEARCH_AND_DEVELOPMENT_FY2025, NUM_ADI_REVENUE_FY2025. Computed from filing inputs; may differ from the company's own reported/adjusted ratio.	23.04% FY 2026; period end 2026-03-31; filed 2026-05-21 source · NUM_MCHP_R_AND_D_INTENSITY_FY2026 grepcent-computed in code: research and development expense / revenue from NUM_MCHP_RESEARCH_AND_DEVELOPMENT_FY2026, NUM_MCHP_REVENUE_FY2026. Computed from filing inputs; may differ from the company's own reported/adjusted ratio. Non-aligned period: 2026-Q1; row majority 2025-Q4.
Capital expenditures	6,042,000,000 FY 2026; period end 2026-01-25; filed 2026-02-25; reporting currency USD source · NUM_NVDA_CAPEX_FY2026 Non-aligned period: 2026-Q1; row majority 2025-Q4.	623,000,000 FY 2025; period end 2025-11-02; filed 2025-12-18; reporting currency USD source · NUM_AVGO_CAPEX_FY2025	974,000,000 FY 2025; period end 2025-12-27; filed 2026-02-04; reporting currency USD source · NUM_AMD_CAPEX_FY2025	14,646,000,000 FY 2025; period end 2025-12-27; filed 2026-01-23; reporting currency USD source · NUM_INTC_CAPEX_FY2025	1,192,000,000 FY 2025; period end 2025-09-28; filed 2025-11-05; reporting currency USD source · NUM_QCOM_CAPEX_FY2025 Non-aligned period: 2025-Q3; row majority 2025-Q4.	4,550,000,000 FY 2025; period end 2025-12-31; filed 2026-02-06; reporting currency USD source · NUM_TXN_CAPEX_FY2025	15,857,000,000 FY 2025; period end 2025-08-28; filed 2025-10-03; reporting currency USD source · NUM_MU_CAPEX_FY2025 Non-aligned period: 2025-Q3; row majority 2025-Q4.	533,552,000 FY 2025; period end 2025-11-01; filed 2025-11-25; reporting currency USD source · NUM_ADI_CAPEX_FY2025	91,100,000 FY 2026; period end 2026-03-31; filed 2026-05-21; reporting currency USD source · NUM_MCHP_CAPEX_FY2026 Non-aligned period: 2026-Q1; row majority 2025-Q4.
Capex / revenue	2.80% FY 2026; period end 2026-01-25; filed 2026-02-25 source · NUM_NVDA_CAPEX_INTENSITY_FY2026 grepcent-computed in code: capital expenditures / revenue from NUM_NVDA_CAPEX_FY2026, NUM_NVDA_REVENUE_FY2026. Computed from filing inputs; may differ from the company's own reported/adjusted ratio. Non-aligned period: 2026-Q1; row majority 2025-Q4.	0.98% FY 2025; period end 2025-11-02; filed 2025-12-18 source · NUM_AVGO_CAPEX_INTENSITY_FY2025 grepcent-computed in code: capital expenditures / revenue from NUM_AVGO_CAPEX_FY2025, NUM_AVGO_REVENUE_FY2025. Computed from filing inputs; may differ from the company's own reported/adjusted ratio.	2.81% FY 2025; period end 2025-12-27; filed 2026-02-04 source · NUM_AMD_CAPEX_INTENSITY_FY2025 grepcent-computed in code: capital expenditures / revenue from NUM_AMD_CAPEX_FY2025, NUM_AMD_REVENUE_FY2025. Computed from filing inputs; may differ from the company's own reported/adjusted ratio.	27.71% FY 2025; period end 2025-12-27; filed 2026-01-23 source · NUM_INTC_CAPEX_INTENSITY_FY2025 grepcent-computed in code: capital expenditures / revenue from NUM_INTC_CAPEX_FY2025, NUM_INTC_REVENUE_FY2025. Computed from filing inputs; may differ from the company's own reported/adjusted ratio.	2.69% FY 2025; period end 2025-09-28; filed 2025-11-05 source · NUM_QCOM_CAPEX_INTENSITY_FY2025 grepcent-computed in code: capital expenditures / revenue from NUM_QCOM_CAPEX_FY2025, NUM_QCOM_REVENUE_FY2025. Computed from filing inputs; may differ from the company's own reported/adjusted ratio. Non-aligned period: 2025-Q3; row majority 2025-Q4.	25.73% FY 2025; period end 2025-12-31; filed 2026-02-06 source · NUM_TXN_CAPEX_INTENSITY_FY2025 grepcent-computed in code: capital expenditures / revenue from NUM_TXN_CAPEX_FY2025, NUM_TXN_REVENUE_FY2025. Computed from filing inputs; may differ from the company's own reported/adjusted ratio.	42.42% FY 2025; period end 2025-08-28; filed 2025-10-03 source · NUM_MU_CAPEX_INTENSITY_FY2025 grepcent-computed in code: capital expenditures / revenue from NUM_MU_CAPEX_FY2025, NUM_MU_REVENUE_FY2025. Computed from filing inputs; may differ from the company's own reported/adjusted ratio. Non-aligned period: 2025-Q3; row majority 2025-Q4.	4.84% FY 2025; period end 2025-11-01; filed 2025-11-25 source · NUM_ADI_CAPEX_INTENSITY_FY2025 grepcent-computed in code: capital expenditures / revenue from NUM_ADI_CAPEX_FY2025, NUM_ADI_REVENUE_FY2025. Computed from filing inputs; may differ from the company's own reported/adjusted ratio.	1.93% FY 2026; period end 2026-03-31; filed 2026-05-21 source · NUM_MCHP_CAPEX_INTENSITY_FY2026 grepcent-computed in code: capital expenditures / revenue from NUM_MCHP_CAPEX_FY2026, NUM_MCHP_REVENUE_FY2026. Computed from filing inputs; may differ from the company's own reported/adjusted ratio. Non-aligned period: 2026-Q1; row majority 2025-Q4.
Free cash flow	96,676,000,000 FY 2026; period end 2026-01-25; filed 2026-02-25; reporting currency USD source · NUM_NVDA_FREE_CASH_FLOW_FY2026 Non-aligned period: 2026-Q1; row majority 2025-Q4.	26,914,000,000 FY 2025; period end 2025-11-02; filed 2025-12-18; reporting currency USD source · NUM_AVGO_FREE_CASH_FLOW_FY2025	6,735,000,000 FY 2025; period end 2025-12-27; filed 2026-02-04; reporting currency USD source · NUM_AMD_FREE_CASH_FLOW_FY2025	-4,949,000,000 FY 2025; period end 2025-12-27; filed 2026-01-23; reporting currency USD source · NUM_INTC_FREE_CASH_FLOW_FY2025	12,820,000,000 FY 2025; period end 2025-09-28; filed 2025-11-05; reporting currency USD source · NUM_QCOM_FREE_CASH_FLOW_FY2025 Non-aligned period: 2025-Q3; row majority 2025-Q4.	2,603,000,000 FY 2025; period end 2025-12-31; filed 2026-02-06; reporting currency USD source · NUM_TXN_FREE_CASH_FLOW_FY2025	1,668,000,000 FY 2025; period end 2025-08-28; filed 2025-10-03; reporting currency USD source · NUM_MU_FREE_CASH_FLOW_FY2025 Non-aligned period: 2025-Q3; row majority 2025-Q4.	4,278,650,000 FY 2025; period end 2025-11-01; filed 2025-11-25; reporting currency USD source · NUM_ADI_FREE_CASH_FLOW_FY2025	871,000,000 FY 2026; period end 2026-03-31; filed 2026-05-21; reporting currency USD source · NUM_MCHP_FREE_CASH_FLOW_FY2026 Non-aligned period: 2026-Q1; row majority 2025-Q4.
Inventory	21,403,000,000 FY 2026; period end 2026-01-25; filed 2026-02-25; reporting currency USD source · NUM_NVDA_INVENTORY_FY2026 Non-aligned period: 2026-Q1; row majority 2025-Q4.	2,270,000,000 FY 2025; period end 2025-11-02; filed 2025-12-18; reporting currency USD source · NUM_AVGO_INVENTORY_FY2025	7,920,000,000 FY 2025; period end 2025-12-27; filed 2026-02-04; reporting currency USD source · NUM_AMD_INVENTORY_FY2025	11,618,000,000 FY 2025; period end 2025-12-27; filed 2026-01-23; reporting currency USD source · NUM_INTC_INVENTORY_FY2025	6,526,000,000 FY 2025; period end 2025-09-28; filed 2025-11-05; reporting currency USD source · NUM_QCOM_INVENTORY_FY2025 Non-aligned period: 2025-Q3; row majority 2025-Q4.	4,804,000,000 FY 2025; period end 2025-12-31; filed 2026-02-06; reporting currency USD source · NUM_TXN_INVENTORY_FY2025	8,355,000,000 FY 2025; period end 2025-08-28; filed 2025-10-03; reporting currency USD source · NUM_MU_INVENTORY_FY2025 Non-aligned period: 2025-Q3; row majority 2025-Q4.	1,656,323,000 FY 2025; period end 2025-11-01; filed 2025-11-25; reporting currency USD source · NUM_ADI_INVENTORY_FY2025	1,035,400,000 FY 2026; period end 2026-03-31; filed 2026-05-21; reporting currency USD source · NUM_MCHP_INVENTORY_FY2026 Non-aligned period: 2026-Q1; row majority 2025-Q4.
Dividends paid	974,000,000 FY 2026; period end 2026-01-25; filed 2026-02-25; reporting currency USD source · NUM_NVDA_DIVIDENDS_PAID_FY2026 Non-aligned period: 2026-Q1; row majority 2025-Q4.	11,142,000,000 FY 2025; period end 2025-11-02; filed 2025-12-18; reporting currency USD source · NUM_AVGO_DIVIDENDS_PAID_FY2025	Not available.	0.00 FY 2025; period end 2025-12-27; filed 2026-01-23; reporting currency USD source · NUM_INTC_DIVIDENDS_PAID_FY2025	Not available.	4,999,000,000 FY 2025; period end 2025-12-31; filed 2026-02-06; reporting currency USD source · NUM_TXN_DIVIDENDS_PAID_FY2025	522,000,000 FY 2025; period end 2025-08-28; filed 2025-10-03; reporting currency USD source · NUM_MU_DIVIDENDS_PAID_FY2025 Non-aligned period: 2025-Q3; row majority 2025-Q4.	1,924,413,000 FY 2025; period end 2025-11-01; filed 2025-11-25; reporting currency USD source · NUM_ADI_DIVIDENDS_PAID_FY2025	984,000,000 FY 2026; period end 2026-03-31; filed 2026-05-21; reporting currency USD source · NUM_MCHP_DIVIDENDS_PAID_FY2026 Non-aligned period: 2026-Q1; row majority 2025-Q4.
Share buybacks	40,086,000,000 FY 2026; period end 2026-01-25; filed 2026-02-25; reporting currency USD source · NUM_NVDA_SHARE_BUYBACKS_FY2026 Non-aligned period: 2026-Q1; row majority 2025-Q4.	2,450,000,000 FY 2025; period end 2025-11-02; filed 2025-12-18; reporting currency USD source · NUM_AVGO_SHARE_BUYBACKS_FY2025	1,316,000,000 FY 2025; period end 2025-12-27; filed 2026-02-04; reporting currency USD source · NUM_AMD_SHARE_BUYBACKS_FY2025	Not available.	8,791,000,000 FY 2025; period end 2025-09-28; filed 2025-11-05; reporting currency USD source · NUM_QCOM_SHARE_BUYBACKS_FY2025 Non-aligned period: 2025-Q3; row majority 2025-Q4.	1,477,000,000 FY 2025; period end 2025-12-31; filed 2026-02-06; reporting currency USD source · NUM_TXN_SHARE_BUYBACKS_FY2025	0.00 FY 2025; period end 2025-08-28; filed 2025-10-03; reporting currency USD source · NUM_MU_SHARE_BUYBACKS_FY2025 Non-aligned period: 2025-Q3; row majority 2025-Q4.	2,164,638,000 FY 2025; period end 2025-11-01; filed 2025-11-25; reporting currency USD source · NUM_ADI_SHARE_BUYBACKS_FY2025	0.00 FY 2026; period end 2026-03-31; filed 2026-05-21; reporting currency USD source · NUM_MCHP_SHARE_BUYBACKS_FY2026 Non-aligned period: 2026-Q1; row majority 2025-Q4.
Liabilities / equity leverage	0.31 FY 2026; period end 2026-01-25; filed 2026-02-25 source · NUM_NVDA_LIABILITIES_TO_EQUITY_FY2026 Non-aligned period: 2026-Q1; row majority 2025-Q4.	1.10 FY 2025; period end 2025-11-02; filed 2025-12-18 source · NUM_AVGO_LIABILITIES_TO_EQUITY_FY2025	0.22 FY 2025; period end 2025-12-27; filed 2026-02-04 source · NUM_AMD_LIABILITIES_TO_EQUITY_FY2025 grepcent-computed in code: (assets - equity) / equity from NUM_AMD_ASSETS_FY2025, NUM_AMD_EQUITY_FY2025.	0.85 FY 2025; period end 2025-12-27; filed 2026-01-23 source · NUM_INTC_LIABILITIES_TO_EQUITY_FY2025 grepcent-computed in code: (assets - equity) / equity from NUM_INTC_ASSETS_FY2025, NUM_INTC_EQUITY_FY2025.	1.36 FY 2025; period end 2025-09-28; filed 2025-11-05 source · NUM_QCOM_LIABILITIES_TO_EQUITY_FY2025 Non-aligned period: 2025-Q3; row majority 2025-Q4.	1.13 FY 2025; period end 2025-12-31; filed 2026-02-06 source · NUM_TXN_LIABILITIES_TO_EQUITY_FY2025	0.53 FY 2025; period end 2025-08-28; filed 2025-10-03 source · NUM_MU_LIABILITIES_TO_EQUITY_FY2025 Non-aligned period: 2025-Q3; row majority 2025-Q4.	0.42 FY 2025; period end 2025-11-01; filed 2025-11-25 source · NUM_ADI_LIABILITIES_TO_EQUITY_FY2025 grepcent-computed in code: (assets - equity) / equity from NUM_ADI_ASSETS_FY2025, NUM_ADI_EQUITY_FY2025.	1.23 FY 2026; period end 2026-03-31; filed 2026-05-21 source · NUM_MCHP_LIABILITIES_TO_EQUITY_FY2026 grepcent-computed in code: (assets - equity) / equity from NUM_MCHP_ASSETS_FY2026, NUM_MCHP_EQUITY_FY2026. Non-aligned period: 2026-Q1; row majority 2025-Q4.
Cash and equivalents	10,605,000,000 FY 2026; period end 2026-01-25; filed 2026-02-25; reporting currency USD source · NUM_NVDA_CASH_FY2026 Non-aligned period: 2026-Q1; row majority 2025-Q4.	16,178,000,000 FY 2025; period end 2025-11-02; filed 2025-12-18; reporting currency USD source · NUM_AVGO_CASH_FY2025	5,539,000,000 FY 2025; period end 2025-12-27; filed 2026-02-04; reporting currency USD source · NUM_AMD_CASH_FY2025	14,265,000,000 FY 2025; period end 2025-12-27; filed 2026-01-23; reporting currency USD source · NUM_INTC_CASH_FY2025	5,520,000,000 FY 2025; period end 2025-09-28; filed 2025-11-05; reporting currency USD source · NUM_QCOM_CASH_FY2025 Non-aligned period: 2025-Q3; row majority 2025-Q4.	3,225,000,000 FY 2025; period end 2025-12-31; filed 2026-02-06; reporting currency USD source · NUM_TXN_CASH_FY2025	9,642,000,000 FY 2025; period end 2025-08-28; filed 2025-10-03; reporting currency USD source · NUM_MU_CASH_FY2025 Non-aligned period: 2025-Q3; row majority 2025-Q4.	2,499,406,000 FY 2025; period end 2025-11-01; filed 2025-11-25; reporting currency USD source · NUM_ADI_CASH_FY2025	240,300,000 FY 2026; period end 2026-03-31; filed 2026-05-21; reporting currency USD source · NUM_MCHP_CASH_FY2026 Non-aligned period: 2026-Q1; row majority 2025-Q4.

Code-computed comparisons

grepcent-computed gross margin range: range endpoints are INTC (34.77%) and AVGO (67.77%). Calendar period: 2025-Q4. Computed from facts NUM_INTC_GROSS_MARGIN_FY2025 and NUM_AVGO_GROSS_MARGIN_FY2025; no authored numeric comparison. Excluded from this comparison: 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).
grepcent-computed capex intensity range: range endpoints are AVGO (0.98%) and INTC (27.71%). Calendar period: 2025-Q4. Computed from facts NUM_AVGO_CAPEX_INTENSITY_FY2025 and NUM_INTC_CAPEX_INTENSITY_FY2025; no authored numeric comparison. Excluded from this comparison: 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).

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

Facts: 153. Claims survived: 5. Claims dropped: 0. Cells quarantined: 49.

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.