Memory makers
86.8%+2.2 pts vs Q2
SK hynix
83.2%+3.9 pts vs Q1
Samsung Electronics
Company-wide. The memory division only discloses operating profit.
69.6%+8.4 pts vs Q1
Sandisk
84.6%+6.2 pts vs Q1
AI accelerators and CPUs
Nvidia
75.0%+0.1 pts vs Q2
AMD
53.8%+0.9 pts vs Q1
Intel
40.4%+1.0 pts vs Q1
Broadcom
69.1%−0.3 pts vs Q2
Semiconductor equipment
Applied Materials
50.3%+0.4 pts vs Q2
Lam Research
51.7%+1.9 pts vs Q1
KLA
61.4%+0.2 pts vs Q1
Hard drives
Western Digital
Includes flash until the Sandisk spin-off in Feb 2025.
54.1%+3.9 pts vs Q1
Seagate
52.3%+5.8 pts vs Q1
Networking and interconnect
Arista
62.9%+1.0 pts vs Q1
Cisco
64.1%+0.5 pts vs Q2
Corning
36.1%−0.7 pts vs Q1
Amphenol
40.5%+3.8 pts vs Q1
Foundry
TSMC
$16.1bn+0.3% vs Aug