Valuation hub
Semiconductor Stocks Valuation
Semiconductor stocks valuation work starts with a simple question: how much growth, margin durability, and capital intensity are already reflected in the current share prices? TickerVal groups core chip designers, foundries, memory suppliers, equipment makers, and infrastructure-linked names into one research view so readers can compare intrinsic value, DCF outputs, reverse DCF implied growth, EV/EBITDA, P/FCF, and financial trends without turning the page into a market call. The sector is exposed to AI infrastructure spending, data center acceleration, edge devices, automotive content, and cyclical inventory corrections, so one valuation multiple rarely explains the full picture. This hub focuses on assumptions: revenue growth, gross margin, free cash flow conversion, share count, reinvestment needs, and discount rates. The table below links each stock to its detail page, where model disagreement, reverse DCF scenarios, and reported filing data can be inspected side by side. Companies with missing local pipeline data are kept out of the numeric table until the existing SEC and market-data export produces a complete static snapshot.
Quick answer
What does semiconductor stocks valuation focus on?
TickerVal's semiconductor stocks valuation hub compares 38 stocks through intrinsic value, DCF, reverse DCF implied growth, EV/EBITDA, P/FCF, valuation assumptions, and financial trends. It is designed to make assumptions visible for research reference, not to rank stocks or issue investment opinions.
Which stocks are covered?
semiconductor stocks valuation, semi EV/EBITDA comparison
38 stocks currently have exported local valuation data.
Supply chain visualization
Supply chain flow
Arrows indicate wafer / customer-relationship flow. Hover for full company name, click to open the stock detail page.
Loading diagram…
View diagram source (indexable)
flowchart LR
classDef leader fill:#dbeafe,stroke:#2563eb,stroke-width:2px,color:#0b1220;
classDef challenger fill:#ffedd5,stroke:#ea580c,stroke-width:2px,color:#0b1220;
classDef scaling fill:#dcfce7,stroke:#16a34a,stroke-width:2px,color:#0b1220;
classDef mature fill:#f3f4f6,stroke:#6b7280,stroke-width:1.5px,color:#0b1220;
classDef turnaround fill:#fef3c7,stroke:#d97706,stroke-width:2px,color:#0b1220;
classDef cyclical fill:#f3e8ff,stroke:#9333ea,stroke-width:2px,color:#0b1220;
classDef endmkt fill:#ffffff,stroke:#94a3b8,stroke-dasharray:4 3,color:#475569;
subgraph U["Upstream"]
direction TB
ASML["ASML<br/>EUV monopoly<br/><i>Leader</i>"]
ARM["Arm<br/>processor IP<br/><i>Scaling</i>"]
end
subgraph D["Design"]
direction TB
NVDA["NVIDIA<br/>DC GPU + CUDA<br/><i>Leader</i>"]
AVGO["Broadcom<br/>custom + networking<br/><i>Leader</i>"]
AMD["AMD<br/>CPU + MI300<br/><i>Challenger</i>"]
MRVL["Marvell<br/>DC silicon<br/><i>Challenger</i>"]
INTC["Intel<br/>x86 + IFS<br/><i>Turnaround</i>"]
QCOM["Qualcomm<br/>mobile SoC<br/><i>Mature</i>"]
end
subgraph M["Foundry & memory"]
direction TB
TSM["TSMC<br/>leading-edge fab<br/><i>Leader</i>"]
MU["Micron<br/>HBM + DRAM<br/><i>Cyclical</i>"]
end
subgraph E["End markets"]
direction TB
HYP["Hyperscalers<br/>MSFT / META / GOOG / AMZN / ORCL"]
MOB["Mobile / PC OEMs"]
AUTO["Auto / industrial"]
end
ASML --> TSM
ARM --> NVDA
ARM --> QCOM
ARM --> AMD
NVDA --> TSM
AMD --> TSM
AVGO --> TSM
MRVL --> TSM
QCOM --> TSM
INTC -.-> TSM
TSM --> HYP
MU --> HYP
MU --> MOB
NVDA --> HYP
AMD --> HYP
AVGO --> HYP
MRVL --> HYP
QCOM --> MOB
QCOM --> AUTO
INTC --> MOB
class ASML,NVDA,AVGO,TSM leader;
class ARM scaling;
class AMD,MRVL challenger;
class QCOM mature;
class INTC turnaround;
class MU cyclical;
class HYP,MOB,AUTO endmkt;
Node briefings
Each node: stage, core product, latest data
Stage and product focus are editorial; the latest growth, FCF margin, and reverse-DCF implied growth are computed from SEC filings. Forward guidance is not present in the XBRL pipeline and is omitted from this table.
Core product
EUV / DUV lithography systems
Research note
Single-vendor EUV monopoly; only ASML ships High-NA. EXE:5000 platform near $370M ASP, first deliveries to Intel Foundry. Backlog ~€36B.
Core product
Processor IP licensing & royalty
Research note
Royalty per device set by lithography node; N3/N2 mix lifts royalty regardless of unit volume. ~50% operating margin on ~$3.4B FY24 revenue.
Core product
Data center GPU + CUDA software stack
Research note
FY25 data-center revenue ~$115B (+142% YoY). Hopper → Blackwell → Rubin cadence; CUDA + NVLink switching costs run into thousands of engineer-years.
Core product
EPYC CPU + MI300 accelerator
Research note
MI300 series ramping; consensus mid-2025 estimates put 2025 DC GPU revenue in high-single-digit billions, ~5% of NVDA scale. ROCm framework parity is the gating variable.
Core product
Hyperscaler custom silicon + networking ASIC
Research note
Custom-silicon line ~$12.2B in 2024 (Google XPU, Meta accelerator, AWS networking). Gross margin 65%+. Tomahawk/Jericho franchise gives the SerDes IP that internal-silicon programs require.
Core product
Optical DSP + custom silicon
Research note
Data-center silicon ~$3B run-rate exiting 2025 per company commentary. Inphi-derived optical DSP + Innovium-derived switching. Smaller-scale AVGO analog with higher revenue volatility.
Core product
Snapdragon mobile SoC + auto + PC
Research note
Handset is mature franchise (~1.1B units flat). Upside in Snapdragon X Elite PC vs x86 and Snapdragon Ride auto design wins (multi-year cycles). Reverse DCF implies single-digit FCF CAGR.
Core product
x86 CPU + Intel Foundry Services
Research note
Sum-of-parts equity post-Altera carve-out and Mobileye unwind. 5N4Y roadmap; 18A pilot end-2025. Margin recovery gated on external Foundry customers or x86 share stabilization.
Core product
Leading-edge foundry (N3/N5/N2 + CoWoS)
Research note
2025 CapEx guide $42B (vs $30B in 2024); CoWoS targets ~600k wafers (2x). N3 pricing power has held; 2025 GM guide 53% flat YoY despite N2 ramp. CoWoS slot is the AI-accelerator bottleneck.
Core product
HBM3E + DDR5 + NAND
Research note
HBM is structural growth driver tied to training capex; commodity DRAM remains cyclical. HBM ASP ~$25–30/GB vs DDR5 ~$5/GB; HBM gross margin >50%. 2026 HBM capacity reported sold out.
Supply chain
Supply chain atlas
Coverage in this theme grouped by chain position, so peers in the same layer can be compared on the same valuation assumptions. Click a ticker to open the detail page.
Upstream
01Inputs, tools, and IP that enable the chain.
Midstream
02Core design, integration, and platform companies.
GPUs, CPUs, and accelerators for AI training, HPC, PC, and server workloads.
Networking, custom silicon, modem, and mobile SoC designers.
Analog, microcontroller, power semiconductor, and automotive/industrial chip suppliers.
Sector primer
Semiconductor 2026: where the value chain is concentrating
A research-style read of how lithography, foundry, memory, custom silicon, and merchant compute have re-priced since 2023, with pointers back to the per-stock TickerVal pages for assumption-level work.
The five-year picture is no longer one cycle. Two structural shifts have re-priced the layers since 2023. First, training-cluster demand pulled wafer mix toward leading-edge logic and HBM, leaving trailing-edge utilization patchy: TSMC books well above 90% on N3 and N4, while Samsung Foundry, GlobalFoundries, and UMC have all guided mid-60s utilization through the first half of 2026. Second, ASML's lithography position tightened — High-NA ships from a single vendor, with the EXE:5000 platform priced near $370M per system and first deliveries to Intel Foundry. The fixed-cost structure inside EUV is now the single largest non-design line item in advanced-node wafer pricing.
The economic consequence is uneven. Fabless designers (NVIDIA, AMD, Broadcom) face structural gross-margin compression at iso-revenue as N3 and N2 wafer pricing rises. Equipment makers (ASML, Applied Materials, Lam Research, KLA) capture multi-quarter visibility through bookings backlog and installed-base service. Foundries with leading-edge yield (TSMC) retain pricing power they did not have a decade ago. The hub on this page tries to make those layer differences visible — and the rest of this primer is a per-layer read on what the assumptions actually look like in 2026.
Lithography: the monopoly is tighter than it looks
ASML's 2024 revenue split was approximately $28B systems versus $22B installed-base management. The latter is the under-discussed earnings driver — each EUV tool generates service revenue across a 15-plus year fleet life, which converts the order book into recurring economics. EUV unit shipments came in at 53 in 2024, with similar 2025 guidance and a mix shift toward High-NA from late 2025. End-of-2024 backlog stood near €36B.
The cyclical risk is not a competitor; Nikon and Canon exited the leading edge of DUV ArF immersion and have no announced High-NA programme. The risk is customer concentration — TSMC, Samsung, and Intel together took roughly three-quarters of leading-edge orders — and the asymmetric tail of US export controls on shipments to Chinese fabs, where SMIC and YMTC are the affected end customers. ASML's 5-year P/E percentile sits in the upper decile of its history. Reverse DCF on the TickerVal page implies a mid-teens free-cash-flow CAGR through the explicit window, which is at the upper edge of what the prior decade delivered. On 5-year history, the multiples sit at the upper end of where they have traded — the structural advantage is largely in the page.
Foundry: pricing power is at TSMC, but the bottleneck is CoWoS
TSMC's 2024 revenue mix by node ran roughly 18% from N3, 34% from N5, 14% from N7, 9% from N16, and 25% from mature nodes at 28nm or older. CapEx guidance for 2025 was $42B, up from $30B in 2024, with most of the increment going to N2 ramp and CoWoS advanced packaging. CoWoS capacity for 2025 targets near 600,000 wafers, more than double the 2024 number. That capacity is the binding constraint on NVIDIA H100/H200 and AMD MI300 wafer-out, not lithography. When customers are described as "allocated" on accelerator parts, the allocation is happening at the packaging line.
TSMC's 2025 gross margin guide came in at 53%, roughly flat year on year despite N2 ramp dilution, because pricing discipline at N3 has held — customers have not been able to dual-source. The 5-year P/E median on TickerVal sits in the high teens; the current read is materially above, which is the algebraic statement that the AI-cycle premium attached to N3 pricing power is being extended into the explicit forecast window.
Memory: HBM is structural, commodity DRAM is still cyclical
Micron is the single name on this hub, and the cycle is bifurcated. HBM3E sells at roughly $25–$30 per gigabyte at the chip level, versus DDR5 at around $5/GB. Gross margin on HBM has run above 50% in recent quarters, while commodity DRAM has historically dropped into the single digits to low-twenties at trough. Micron has guided HBM revenue to multiple billions in calendar 2025, with 2026 capacity reported as sold out as of the Q1 2025 commentary.
Two assumption layers matter for valuation. HBM is a structural growth driver tied directly to training-cluster expansion. Commodity DRAM remains cyclical and could roll over independently of the AI thread — PC and smartphone unit demand has been the historical pacing variable. Reverse DCF on Micron is harder to read than on a stable-revenue comp because the cycle dominates near-term FCF; the 5-year P/FCF median is therefore a less load-bearing reference than the same multiple is for ASML, TSMC, or AVGO. A normalized through-cycle EBITDA is the more useful anchor.
Custom silicon and IP: the only places margin can compound
Broadcom's custom-silicon line — XPU work for Google, hyperscaler ASIC for Meta, switching ASIC for AWS — booked roughly $12.2B in 2024, up from low-single-digit billions two years earlier. Gross margin sustained above 65%. Marvell's data-center silicon traces the same shape at smaller scale, exiting 2025 near a $3B run-rate by company commentary. Both businesses depend on hyperscaler internal-program continuity rather than merchant-market share — which is a different risk profile than a fabless designer selling into a competitive merchant market.
Qualcomm sits structurally lower-growth: handset is a mature franchise, with the upside thesis tied to Snapdragon X Elite PC adoption against AMD and Intel and to Snapdragon Ride automotive design wins. Arm Holdings is the leverage point with limited correlation to wafer cycles. Licensing revenue runs at roughly 50% operating margin on $3.4B FY24 revenue, and royalty per device is set by lithography node, so a fleet shift toward N3 and N2 lifts royalty regardless of unit-volume direction. Each of these has a different reverse-DCF shape and a different 5-year P/E percentile placement; the hub valuation table makes the layer differences visible side-by-side.
Compute design: the page is priced as if 2024 was the new baseline
NVIDIA's data-center revenue ran approximately $115B in FY25 (year ending January 2025), versus $47B in FY24 and $15B in FY23. Gross margin held above 75%. Reverse DCF on the NVDA TickerVal page implies a low-twenties free-cash-flow CAGR through the explicit forecast window. That growth path requires hyperscaler training capex to keep compounding fast enough to absorb each new accelerator generation — Blackwell now, Rubin from 2026 — without per-unit pricing pressure from AMD MI400 or internal hyperscaler silicon.
AMD's MI300 series ramp was the share-take story of 2024–2025; consensus mid-2025 estimates put data-center GPU revenue in the high-single-digit billions, roughly 5% of NVIDIA scale. Intel is the harder valuation. Foundry Services is a real option but unfunded by external customer wins as of early 2025; PSG (Altera) has been carved out and majority-divested; Mobileye remains a public subsidiary held at reduced ownership; and the equity behaves like a sum-of-parts rather than a single operating story. Margin recovery toward the historical 60% gross is gated on either external customers landing at Intel Foundry — meaningful 18A pilot wins by end-2025 would shift that read — or x86 share stabilization against AMD and Arm. Neither is reflected in the current 5-year P/E percentile, which sits well below the hub median.
What the page is implying right now
Across the hub, 5-year P/E percentile sits above the 80th for ASML, TSMC, AVGO, and NVDA. P/FCF percentile reads in similar territory. Reverse-DCF implied FCF CAGR for the design layer (NVDA, AMD, AVGO) all reach the upper edge of the 5-year range, which mechanically restates the same idea: AI-cycle revenue durability is being priced through the explicit forecast window. The exception is Intel — both P/E and P/FCF below the 5-year median, with reverse-DCF implied growth in the low single digits, reflecting Foundry skepticism rather than core-business weakness. Read together, the chain is being priced as if the 2024–2025 capex step-up is the new baseline rather than a cyclical surge. That is perhaps the most consequential implicit assumption in the page today.
What would change the picture
The largest correlated tension is hyperscaler training-capex normalization. If Microsoft, Meta, Google, and Oracle move from the 2024–2025 step-up to a more typical mid-teens growth path, TSMC N3 utilization, AMAT/LRCX bookings, and HBM ASP soften together — the chain is mechanically correlated through CoWoS slot allocation, HBM commitments, and EUV tool deliveries, with the same customers concentrating the order book at every layer. Per-layer reads can decouple, but the first-order move is correlated.
Three second-order tensions are worth tracking against the per-stock pages. First, Samsung's 2nm gate-all-around yield trajectory: if it lands at parity with TSMC N2, leading-edge pricing power compresses and TSMC's reverse-DCF assumption looks stretched. Second, China's mature-node capacity build-out: SMIC and CXMT are bringing on 28nm and DRAM capacity that puts cyclical pressure on UMC and GlobalFoundries trailing-edge mix and indirectly on AMAT/LRCX backlog at older nodes. Third, CHIPS Act recipient milestones: Intel Foundry external wins through 2026 and Samsung Texas Taylor ramp determine whether the US capacity build is a margin add or an industry-wide oversupply add. None of these change the layer hierarchy on this page, but each affects margin structure for at least one ticker covered here.
Research reference only. Not investment advice. Source: SEC EDGAR. The actual valuation work happens on each stock's detail page, where reverse-DCF inputs, model suitability, and source-trace coverage can be inspected directly.
How do the valuation metrics compare?
Rows use the existing static data export; symbols without complete snapshots are added after pipeline export.
| Stock | Price | Model median | Implied growth | EV/EBITDA | P/FCF | Price vs model median |
|---|---|---|---|---|---|---|
| NVDANVIDIA Corporation | 198.45 USD | 30.99 USD | 21.9% | 36.5x | 50.3x | +540% |
| AMDADVANCED MICRO DEVICES INC | 360.54 USD | 32.34 USD | 40.0% | 139.6x | 87.6x | +1,015% |
| AVGOBroadcom Inc. | 421.28 USD | 42.40 USD | 28.5% | 78x | 76x | +894% |
| TSMTaiwan Semiconductor Manufacturing Company Limited | 415.42 USD | 182.77 USD | 25.0% | 23.9x | 67.8x | +127% |
| ASMLASML HOLDING NV | 1,427.02 USD | 663.00 USD | 20.4% | 38.3x | 42.6x | +115% |
| ARMARM HOLDINGS PLC /UK | 211.18 USD | 6.94 USD | 40.0% | 219.3x | 1261.1x | +2,943% |
| QCOMQUALCOMM Incorporated | 177.01 USD | 70.04 USD | 4.4% | - | 15.3x | +153% |
| MUMicron Technology, Inc. | 542.21 USD | 59.26 USD | 40.0% | - | 365.7x | +815% |
| MRVLMarvell Technology, Inc. | 164.95 USD | 21.00 USD | 28.2% | - | 102.7x | +686% |
| INTCIntel Corporation | 99.62 USD | 17.11 USD | 14.4% | - | - | +482% |
| TXNTexas Instruments Incorporated | 281.02 USD | 47.67 USD | 35.4% | - | 98.5x | +490% |
| ADIANALOG DEVICES INC | 397.69 USD | 156.30 USD | 19.7% | 61x | 46.2x | +154% |
| NXPINXP Semiconductors N.V. | 295.24 USD | 118.34 USD | 11.9% | - | 31x | +150% |
| MCHPMicrochip Technology Incorporated | 93.95 USD | 31.68 USD | 5.9% | - | 66.7x | +197% |
| MPWRMonolithic Power Systems, Inc. | 1,583.48 USD | 145.41 USD | 30.2% | - | 114.9x | +989% |
| ONON Semiconductor Corporation | 103.20 USD | 27.53 USD | 12.9% | 56.3x | 29.9x | +275% |
| ALABAstera Labs, Inc. | 199.79 USD | 14.44 USD | 36.7% | 198.1x | 127.3x | +1,284% |
| GFSGLOBALFOUNDRIES Inc. | 74.12 USD | 44.47 USD | 15.5% | 18x | 40.6x | +66.7% |
| UMCUnited Microelectronics Corporation | 15.42 USD | 6.08 USD | 17.2% | 10.5x | 24.2x | +154% |
| LSCCLattice Semiconductor Corporation | 127.19 USD | 33.84 USD | 34.1% | 560.5x | 132.6x | +276% |
| SWKSSkyworks Solutions, Inc. | 66.78 USD | 50.78 USD | -9.8% | 12.5x | 9.4x | +31.5% |
| QRVOQorvo, Inc. | 90.53 USD | 17.74 USD | -0.8% | 12.9x | 11.6x | +410% |
| MTSIMACOM Technology Solutions Holdings, Inc. | 359.88 USD | 21.69 USD | 36.7% | 140x | 132.6x | +1,559% |
| AMBAAmbarella, Inc. | 76.30 USD | 7.46 USD | 32.4% | - | 56.2x | +923% |
| RMBSRambus Inc. | 129.25 USD | 24.35 USD | 23.0% | 51.3x | 42.4x | +431% |
| SLABSilicon Laboratories Inc. | 217.45 USD | 21.99 USD | 28.9% | - | 108.2x | +889% |
| WOLFWolfspeed, Inc. | 46.60 USD | - | - | - | - | - |
| MRAMEverspin Technologies, Inc. | 26.99 USD | 4.00 USD | 33.5% | - | 195.1x | +575% |
| SIMOSilicon Motion Technology Corporation | 263.77 USD | 6.08 USD | 40.0% | 286.8x | 4723.4x | +4,238% |
| HIMXHimax Technologies, Inc. | 21.52 USD | 9.86 USD | 12.1% | 50.7x | 31.4x | +118% |
| STMSTMicroelectronics N.V. | 58.93 USD | 17.25 USD | 14.4% | 26.6x | - | +242% |
| POWIPower Integrations, Inc. | 73.57 USD | 9.37 USD | 21.6% | 109.3x | 47.6x | +685% |
| DIODDiodes Incorporated | 110.43 USD | 31.42 USD | 14.8% | 30.3x | 36.6x | +252% |
| SITMSiTime Corporation | 845.00 USD | 8.68 USD | 40.0% | - | 600.6x | +9,635% |
| WDCWestern Digital Corporation | 431.52 USD | 37.21 USD | 30.5% | - | 121.2x | +1,060% |
| STXSeagate Technology Holdings plc | 726.93 USD | 59.00 USD | 40.0% | - | 192.8x | +1,132% |
| SNDKSandisk Corporation | 1,562.34 USD | - | - | - | - | - |
| SSNLFSamsung Electronics Co., Ltd. | 65.21 USD | 29.51 USD | 8.6% | 6.1x | 19x | +121% |
What does each stock page add?
Each note links back to a stock detail page with model assumptions, source-data coverage, and financial trend context.
NVIDIA Corporation (NVDA) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 216B USD, free cash flow is 97B USD, and reverse DCF currently points to implied growth of 21.9%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
ADVANCED MICRO DEVICES INC (AMD) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 35B USD, free cash flow is 7B USD, and reverse DCF currently points to implied growth of 40.0%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Broadcom Inc. (AVGO) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 64B USD, free cash flow is 27B USD, and reverse DCF currently points to implied growth of 28.5%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Taiwan Semiconductor Manufacturing Company Limited (TSM) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 122B USD, free cash flow is 32B USD, and reverse DCF currently points to implied growth of 25.0%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
ASML HOLDING NV (ASML) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 38B USD, free cash flow is 13B USD, and reverse DCF currently points to implied growth of 20.4%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
ARM HOLDINGS PLC /UK (ARM) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 4B USD, free cash flow is 178M USD, and reverse DCF currently points to implied growth of 40.0%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
QUALCOMM Incorporated (QCOM) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 44B USD, free cash flow is 13B USD, and reverse DCF currently points to implied growth of 4.4%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Micron Technology, Inc. (MU) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 37B USD, free cash flow is 2B USD, and reverse DCF currently points to implied growth of 40.0%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Marvell Technology, Inc. (MRVL) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 8B USD, free cash flow is 1B USD, and reverse DCF currently points to implied growth of 28.2%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Intel Corporation (INTC) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 53B USD, free cash flow is -5B USD, and reverse DCF currently points to implied growth of 14.4%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Texas Instruments Incorporated (TXN) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 18B USD, free cash flow is 3B USD, and reverse DCF currently points to implied growth of 35.4%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
ANALOG DEVICES INC (ADI) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 11B USD, free cash flow is 4B USD, and reverse DCF currently points to implied growth of 19.7%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
NXP Semiconductors N.V. (NXPI) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 12B USD, free cash flow is 2B USD, and reverse DCF currently points to implied growth of 11.9%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Microchip Technology Incorporated (MCHP) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 4B USD, free cash flow is 772M USD, and reverse DCF currently points to implied growth of 5.9%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Monolithic Power Systems, Inc. (MPWR) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 3B USD, free cash flow is 666M USD, and reverse DCF currently points to implied growth of 30.2%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
ON Semiconductor Corporation (ON) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 6B USD, free cash flow is 1B USD, and reverse DCF currently points to implied growth of 12.9%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Astera Labs, Inc. (ALAB) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 853M USD, free cash flow is 282M USD, and reverse DCF currently points to implied growth of 36.7%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
GLOBALFOUNDRIES Inc. (GFS) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 7B USD, free cash flow is 1B USD, and reverse DCF currently points to implied growth of 15.5%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
United Microelectronics Corporation (UMC) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 8B USD, free cash flow is 2B USD, and reverse DCF currently points to implied growth of 17.2%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Lattice Semiconductor Corporation (LSCC) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 523M USD, free cash flow is 133M USD, and reverse DCF currently points to implied growth of 34.1%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Skyworks Solutions, Inc. (SWKS) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 4B USD, free cash flow is 1B USD, and reverse DCF currently points to implied growth of -9.8%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Qorvo, Inc. (QRVO) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 4B USD, free cash flow is 729M USD, and reverse DCF currently points to implied growth of -0.8%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
MACOM Technology Solutions Holdings, Inc. (MTSI) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 967M USD, free cash flow is 201M USD, and reverse DCF currently points to implied growth of 36.7%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Ambarella, Inc. (AMBA) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 391M USD, free cash flow is 58M USD, and reverse DCF currently points to implied growth of 32.4%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Rambus Inc. (RMBS) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 708M USD, free cash flow is 333M USD, and reverse DCF currently points to implied growth of 23.0%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Silicon Laboratories Inc. (SLAB) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 785M USD, free cash flow is 66M USD, and reverse DCF currently points to implied growth of 28.9%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Wolfspeed, Inc. (WOLF) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 758M USD, free cash flow is -2B USD, and reverse DCF currently points to implied growth of -. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Everspin Technologies, Inc. (MRAM) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 55M USD, free cash flow is 3M USD, and reverse DCF currently points to implied growth of 33.5%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Silicon Motion Technology Corporation (SIMO) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 886M USD, free cash flow is 8M USD, and reverse DCF currently points to implied growth of 40.0%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Himax Technologies, Inc. (HIMX) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 832M USD, free cash flow is 120M USD, and reverse DCF currently points to implied growth of 12.1%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
STMicroelectronics N.V. (STM) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 12B USD, free cash flow is -52M USD, and reverse DCF currently points to implied growth of 14.4%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Power Integrations, Inc. (POWI) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 444M USD, free cash flow is 87M USD, and reverse DCF currently points to implied growth of 21.6%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Diodes Incorporated (DIOD) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 1B USD, free cash flow is 140M USD, and reverse DCF currently points to implied growth of 14.8%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
SiTime Corporation (SITM) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 327M USD, free cash flow is 35M USD, and reverse DCF currently points to implied growth of 40.0%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Western Digital Corporation (WDC) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 10B USD, free cash flow is 1B USD, and reverse DCF currently points to implied growth of 30.5%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Seagate Technology Holdings plc (STX) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 9B USD, free cash flow is 818M USD, and reverse DCF currently points to implied growth of 40.0%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Sandisk Corporation (SNDK) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 7B USD, free cash flow is -120M USD, and reverse DCF currently points to implied growth of -. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Samsung Electronics Co., Ltd. (SSNLF) is tracked through TickerVal's intrinsic value, DCF, reverse DCF, EV/EBITDA, and P/FCF views. The latest annual revenue reference is 232B USD, free cash flow is 23B USD, and reverse DCF currently points to implied growth of 8.6%. The stock detail page shows model assumptions, source-data coverage, and financial trend context.
Frequently asked questions
How does TickerVal compare semiconductor stocks valuation?
TickerVal compares semiconductor companies through intrinsic value models, DCF outputs, reverse DCF implied growth, EV/EBITDA, P/FCF, and reported financial trends from the static data pipeline.
Why does reverse DCF matter for semiconductor stocks?
Reverse DCF translates the current price into an implied free-cash-flow growth path, which helps readers compare market expectations with revenue, margin, capex, and cash-flow history.
Does this hub provide investment advice?
No. The hub is a research reference for valuation assumptions and does not provide investment advice, ratings, price targets, or buy/sell recommendations.