Lacuna Index — We read between the lines. Forensic analysis · Pure evidence · Accountable insight.
Peer Cohort · Robust

Large-Cap Semiconductors

Information Technology · Semiconductors & Semiconductor Equipment · Semiconductors & Semiconductor Equipment · 14 peers
· 14 not run

One action: refreshes every issuer report, pulls latest FMP pricing & revenue, recomputes cohort performance, then regenerates the cohort synthesis.

Peer Cohort Report

Large-Cap Semiconductors — not yet synthesized

A cohort report needs ≥2 persisted issuer reports. Run the cohort fan-out above first — currently 0 ready.

Why these companies

Major semiconductor designers across compute, networking, analog, mixed-signal, and embedded segments. Peer economics center on end-market mix (AI, datacenter, automotive, industrial, mobile), foundry access, and design IP moats.

Cohort performance · 90 days
Large-Cap Semiconductors

Loading performance intelligence…

Leadership intelligence
· last 90d

Loading leadership intelligence…

Members
14 issuers · scored first
AMD
Covered
Advanced Micro Devices
NASDAQ · $35B

AMD designs and produces a wide range of high-performance processors and graphic

ADI
Covered
Analog Devices
NASDAQ · $11B

Analog Devices is a leading analog semiconductor company with a strong competiti

AVGO
Covered
Broadcom Inc.
NASDAQ · $64B

Broadcom's moat lies in its highly differentiated and specialized semiconductor

INTC
Covered
Intel Corporation
NASDAQ · $53B

Intel benefits from significant brand recognition, substantial R&D investments,

MCHP
Covered
Microchip Technology
NASDAQ · $5B

Microchip Technology benefits from a wide moat due to its extensive portfolio of

MU
Covered
Micron Technology
NASDAQ · $37B

Micron Technology is a global leader in memory and storage solutions. Its compet

MPWR
Covered
Monolithic Power Systems
NASDAQ · $3B

Monolithic Power Systems (MPWR) designs, develops, and markets high-performance

NVDA
Covered
NVIDIA Corporation
NASDAQ · $216B

NVIDIA benefits from a strong brand and leading-edge technology in the graphics

NXPI
Covered
NXP Semiconductors
NASDAQ · $12B

NXP Semiconductors designs and manufactures a broad range of semiconductors. Its

ON
Covered
ON Semiconductor
NASDAQ · $6B

ON Semiconductor (onsemi) designs and manufactures a broad range of semiconducto

QCOM
Covered
QUALCOMM Incorporated
NASDAQ · $44B

Qualcomm holds a strong competitive moat due to its extensive patent portfolio i

TXN
Covered
Texas Instruments
NASDAQ · $18B

Texas Instruments benefits from a wide moat due to its proprietary analog and em

FSLR
Indexed
First Solar
NASDAQ · $5B

First Solar is a leading global provider of photovoltaic (PV) solar energy solut

SWKS
Indexed
Skyworks Solutions
NASDAQ · $4B

Skyworks Solutions designs and manufactures semiconductors for use in radio freq