Radar›Companies›Semiconductors And Related Devices Stocks in USA: Revenue Cohort 2
United States semiconductors and related devices industry landscape illustrating listed-company operations, infrastructure and market activity
Prism Finance USA · comparison snapshot

Semiconductors And Related Devices Stocks in USA: Revenue Cohort 2

A five-company semiconductors and related devices cohort selected by latest filing revenue, then compared across market path, filings, profitability, readiness, Prism attention and industry context.

Snapshot: 28 August 2026Not investment adviceRanked by Prism readiness
Readiness leaderNVIDIA · 66
Strongest available pathNVIDIA · +918.4%
Widest latest marginNVIDIA · 55.6%
Companies compared5 · U.S.-listed
01 · Readiness ranking

Five companies, one comparable score

Companies are ordered by the Fliar BI Prism readiness score used by the Prism Finance USA source pack. The score is a research signal, not a recommendation.

Readiness #1NVDA · Nasdaq

NVIDIA

A U.S.-listed issuer classified by the SEC in Semiconductors And Related Devices

Founded 2002Santa Clara, California$5.25T market cap
View full Companies Radar profile
66Solid
Snapshot price$217.6as of page date
Monthly-close return+918.4%five-year window
FY2026 revenue$215.94BNVIDIA CORP
Net margin55.6%FY2026
P/E snapshot27.5xone ratio, not a verdict
Prism attention95.9%share across these five
Filing track recordRevenue, USD billions
+702.3%
$0$72.0B$144.0B$215.9BFY2022: $26.914BFY2023: $26.974BFY2024: $60.922BFY2025: $130.497BFY2026: $215.938B20222023202420252026
FY2022–FY2026 · 5 filing periods · TOTAL REVENUE · Revenue derived as cost of revenue plus gross profit for FY2023, FY2024, FY2025, FY2026 · CAGR 68.3%
52-week position74% through range
$164.1$236.5
News mentions384.9K
Community mentions0partial coverage
U.S.-scope patents17119
Prism Insights

What sits behind the readiness signal

Observed risk 40/100higher means more observed risk
Earnings signal90/100
Management stability85/100
Market position96/100
Capital-event signal74/100
Innovation pulse57/100
Management signal

No leadership-churn flag in the model; 13 key-person events recorded in the latest 360-day window.

Market activity

Available history contains 123 M&A involvements, 53 asset-acquisition events and 193 contract events.

Innovation activity

Prism records 191 lifetime product-launch events, 28 in the latest 360 days, and 97 company announcements in that window.

Recent risk watch

Recent available records contain 10 lawsuit, 76 regulatory and 0 layoff events across their stated windows.

Prism model components and available company-event evidence; scores are research signals, not recommendations. Event totals describe available coverage and may not be exhaustive.

Readiness #2AMKR · Nasdaq

Amkor

A U.S.-listed issuer classified by the SEC in Semiconductors And Related Devices

Founded 1968Chandler, Arizona$11.87B market cap
View full Companies Radar profile
55Moderate
Snapshot price$47.88as of page date
Monthly-close return+88.4%five-year window
FY2025 revenue$6.71BAMKOR TECHNOLOGY, INC.
Net margin5.6%FY2025
P/E snapshot21.5xone ratio, not a verdict
Prism attention0.5%share across these five
Filing track recordRevenue, USD billions
+9.3%
$0$2.4B$4.7B$7.1BFY2021: $6.138BFY2022: $7.092BFY2023: $6.503BFY2024: $6.318BFY2025: $6.708B20212022202320242025
FY2021–FY2025 · 5 filing periods · TOTAL REVENUE · Normalized revenue metric from the in-house filings extraction · CAGR 2.2%
52-week position33% through range
$23.37$96.68
News mentions2.1K
Community mentions153partial coverage
U.S.-scope patents1535
Prism Insights

What sits behind the readiness signal

Observed risk 0/100higher means more observed risk
Earnings signal85/100
Management stability90/100
Market position3/100
Capital-event signal68/100
Innovation pulse3/100
Management signal

No leadership-churn flag in the model; 0 key-person events recorded in the latest 360-day window.

Market activity

Available history contains 1 M&A involvements, 0 asset-acquisition events and 8 contract events.

Innovation activity

Prism records 0 lifetime product-launch events, 0 in the latest 360 days, and 1 company announcements in that window.

Recent risk watch

No lawsuit or regulatory event is recorded in the latest 360-day window and no layoff event in the latest 180-day window. This is not legal clearance.

Prism model components and available company-event evidence; scores are research signals, not recommendations. Event totals describe available coverage and may not be exhaustive.

Readiness #3NXPI · Nasdaq

Freescale

A U.S.-listed issuer classified by the SEC in Semiconductors And Related Devices

Founded 2004Austin, Texas$56.38B market cap
View full Companies Radar profile
50Moderate
Snapshot price$223.6as of page date
Monthly-close return+5.0%five-year window
FY2025 revenue$12.27BNXP Semiconductors N.V.
Net margin16.5%FY2025
P/E snapshot19.1xone ratio, not a verdict
Prism attention1.4%share across these five
Filing track recordRevenue, USD billions
+10.9%
$0$4.4B$8.9B$13.3BFY2021: $11.063BFY2022: $13.205BFY2023: $13.276BFY2024: $12.614BFY2025: $12.269B20212022202320242025
FY2021–FY2025 · 5 filing periods · TOTAL REVENUE · Normalized revenue metric from the in-house filings extraction · CAGR 2.6%
52-week position26% through range
$183.0$339.9
News mentions5.7K
Community mentions158partial coverage
U.S.-scope patents15621
Prism Insights

What sits behind the readiness signal

Observed risk 0/100higher means more observed risk
Earnings signal71/100
Management stability90/100
Market position20/100
Capital-event signal50/100
Innovation pulse0/100
Management signal

No leadership-churn flag in the model; 0 key-person events recorded in the latest 360-day window.

Market activity

Available history contains 21 M&A involvements, 2 asset-acquisition events and 3 contract events.

Innovation activity

Prism records 2 lifetime product-launch events, 0 in the latest 360 days, and 0 company announcements in that window.

Recent risk watch

No lawsuit or regulatory event is recorded in the latest 360-day window and no layoff event in the latest 180-day window. This is not legal clearance.

Prism model components and available company-event evidence; scores are research signals, not recommendations. Event totals describe available coverage and may not be exhaustive.

Readiness #4ON · Nasdaq

ON Semiconductor

A U.S.-listed issuer classified by the SEC in Semiconductors And Related Devices

Founded 1999WILMINGTON$28.27B market cap
View full Companies Radar profile
45Cautious
Snapshot price$72.61as of page date
Monthly-close return+68.6%five-year window
FY2025 revenue$6.00BON SEMICONDUCTOR CORP
Net margin2.0%FY2025
P/E snapshot47.5xone ratio, not a verdict
Prism attention1.4%share across these five
Filing track recordRevenue, USD billions
-11.0%
$0$2.8B$5.6B$8.3BFY2021: $6.740BFY2022: $8.326BFY2023: $8.253BFY2024: $7.082BFY2025: $5.995B20212022202320242025
FY2021–FY2025 · 5 filing periods · TOTAL REVENUE · Normalized revenue metric from the in-house filings extraction · CAGR -2.9%
52-week position31% through range
$44.56$134.9
News mentions5.6K
Community mentions768partial coverage
U.S.-scope patents375
Prism Insights

What sits behind the readiness signal

Observed risk 7/100higher means more observed risk
Earnings signal50/100
Management stability90/100
Market position33/100
Capital-event signal51/100
Innovation pulse8/100
Management signal

No leadership-churn flag in the model; 0 key-person events recorded in the latest 360-day window.

Market activity

Available history contains 49 M&A involvements, 25 asset-acquisition events and 19 contract events.

Innovation activity

Prism records 3 lifetime product-launch events, 0 in the latest 360 days, and 4 company announcements in that window.

Recent risk watch

Recent available records contain 2 lawsuit, 0 regulatory and 0 layoff events across their stated windows.

Prism model components and available company-event evidence; scores are research signals, not recommendations. Event totals describe available coverage and may not be exhaustive.

Readiness #5ADI · U.S. exchange

OtoSense

A U.S.-listed issuer classified by the SEC in Semiconductors And Related Devices

Founded 2014Cambridge, Massachusetts$175.31B market cap
View full Companies Radar profile
35Cautious
Snapshot price$361.8as of page date
Monthly-close return+129.8%five-year window
FY2025 revenue$11.02BANALOG DEVICES INC
Net margin20.6%FY2025
P/E snapshot42.9xone ratio, not a verdict
Prism attention0.8%share across these five
Filing track recordRevenue, USD billions
+50.6%
$0$4.1B$8.2B$12.3BFY2021: $7.318BFY2022: $12.014BFY2023: $12.306BFY2024: $9.427BFY2025: $11.020B20212022202320242025
FY2021–FY2025 · 5 filing periods · TOTAL REVENUE · Normalized revenue metric from the in-house filings extraction · CAGR 10.8%
52-week position62% through range
$223.5$445.9
News mentions3.2K
Community mentions0partial coverage
U.S.-scope patents8546
Prism Insights

What sits behind the readiness signal

Observed risk 0/100higher means more observed risk
Earnings signal71/100
Management stability70/100
Market position0/100
Capital-event signal0/100
Innovation pulse0/100
Management signal

No leadership-churn flag in the model; 0 key-person events recorded in the latest 360-day window.

Market activity

Available history contains 0 M&A involvements, 0 asset-acquisition events and 0 contract events.

Innovation activity

Prism records 0 lifetime product-launch events, 0 in the latest 360 days, and 0 company announcements in that window.

Recent risk watch

No lawsuit or regulatory event is recorded in the latest 360-day window and no layoff event in the latest 180-day window. This is not legal clearance.

Prism model components and available company-event evidence; scores are research signals, not recommendations. Event totals describe available coverage and may not be exhaustive.

02 · Side-by-side

The comparisons that change the picture

Every bar preserves its own meaning. Price return, revenue scale, profitability and attention are deliberately not blended into one recommendation.

Available monthly-close return

Dated window printed on each company card; not a forecast.

NVIDIA
+918.4%
OtoSense
+129.8%
Amkor
+88.4%
ON Semiconductor
+68.6%
Freescale
+5.0%

Latest revenue

USD billions, official filing scope shown on each company card.

NVIDIA
$215.94B
Freescale
$12.27B
OtoSense
$11.02B
Amkor
$6.71B
ON Semiconductor
$6.00B

Latest profit margin

Company-card labels distinguish continuing-operations and net-income scope.

NVIDIA
55.6%
OtoSense
20.6%
Freescale
16.5%
Amkor
5.6%
ON Semiconductor
2.0%

Prism news attention

Normalized share across these five names; attention is not quality.

NVIDIA
95.9%
Freescale
1.4%
ON Semiconductor
1.4%
OtoSense
0.8%
Amkor
0.5%
03 · Prism readout

What the signals say—and what they do not

The headline share is normalized semiconductors and related devices news attention across these five names. Partial community coverage and U.S.-scope patent records are displayed separately and are not blended into it.

Scale + attention

NVIDIA leads the conversation

It holds 95.9% of measured semiconductors and related devices news attention and also carries the basket's largest revenue base at $215.94B.

Price path

NVIDIA leads the available price paths

Its monthly-close return is +918.4% for the five-year window. At the other end, Freescale is +5.0% for its five-year window. Windows printed on each card must be compared carefully; price history is not a forecast.

Profitability

NVIDIA has the widest latest margin

Its FY2026 net margin is 55.6%. Its revenue history in this snapshot spans only the periods printed on its card, so longer histories are not treated as equivalent.

Price vs operating signals

Freescale shows why one ratio is not a verdict

It has the basket's lowest snapshot P/E at 19.1x while its five-year window price return is +5.0%. Valuation, price path and readiness answer different questions.

04 · Research areas

Deeper Prism readout where coverage is dense

Shown only for companies with more than 800 available Prism news records. Counts describe the available research corpus, not company quality.

Areas of research · NVDA

NVIDIA

384,940available Prism news records

Prism top themes

Macro demand & rates
47,193
Price action & investor response
35,289
Earnings & financial performance
15,044
Capital allocation & transactions
5,468
Legal, arbitration & regulatory
2,391

Mapped subcategory tag occurrences; one article may contribute more than one tag. Since 2024-01-01.

News-volume growth

+24.1%112,561 latest 12m vs 90,689 prior 12m
2024-03: 6,093 mentions2024-04: 4,491 mentions2024-05: 5,263 mentions2024-06: 7,028 mentions2024-07: 5,402 mentions2024-08: 6,370 mentions2024-09: 5,618 mentions2024-10: 5,947 mentions2024-11: 6,258 mentions2024-12: 5,517 mentions2025-01: 11,879 mentions2025-02: 7,623 mentions2025-03: 8,819 mentions2025-04: 8,922 mentions2025-05: 7,398 mentions2025-06: 5,070 mentions2025-07: 7,556 mentions2025-08: 10,082 mentions2025-09: 10,923 mentions2025-10: 10,714 mentions2025-11: 13,566 mentions2025-12: 10,865 mentions2026-01: 10,515 mentions2026-02: 14,806 mentions2026-03: 12,396 mentions2026-04: 11,016 mentions2026-05: 13,605 mentions2026-06: 4,128 mentions2026-07: 25 mentions2026-08: 2 mentions2024-032026-08

Machine-classified coverage tone

75.0% positive+3.9 pp vs preceding four quarters
24Q4
25Q1
25Q2
25Q3
25Q4
26Q1
26Q2
26Q3

Tone of available coverage, not business performance or an investment outlook.

Frequent keywords

ai hardware 19,119stock performance 13,766economic slowdown 6,233gpu 5,600ai research 5,237stock indices 4,663graphics card 4,502ai frameworks 4,107

Keyword tag occurrences in available Prism news records.

Coverage: 2010-01-01–2026-08-03 · trend and themes shown through 2026-08
Areas of research · AMKR

Amkor

2,103available Prism news records

Prism top themes

Price action & investor response
126
Earnings & financial performance
114
Leadership & governance
58
Capital allocation & transactions
38
Macro demand & rates
19

Mapped subcategory tag occurrences; one article may contribute more than one tag. Since 2024-01-01.

News-volume growth

-6.1%612 latest 12m vs 652 prior 12m
2024-01: 30 mentions2024-02: 27 mentions2024-03: 22 mentions2024-04: 43 mentions2024-05: 17 mentions2024-06: 9 mentions2024-07: 80 mentions2024-08: 20 mentions2024-09: 24 mentions2024-10: 65 mentions2024-11: 42 mentions2024-12: 23 mentions2025-01: 30 mentions2025-02: 101 mentions2025-03: 40 mentions2025-04: 182 mentions2025-05: 24 mentions2025-06: 21 mentions2025-07: 15 mentions2025-08: 88 mentions2025-09: 36 mentions2025-10: 50 mentions2025-11: 46 mentions2025-12: 38 mentions2026-01: 42 mentions2026-02: 60 mentions2026-03: 57 mentions2026-04: 89 mentions2026-05: 74 mentions2026-06: 17 mentions2024-012026-06

Machine-classified coverage tone

86.5% positive+5.2 pp vs preceding four quarters
24Q3
24Q4
25Q1
25Q2
25Q3
25Q4
26Q1
26Q2

Tone of available coverage, not business performance or an investment outlook.

Frequent keywords

semiconductor wafers 80semiconductor chips 78chip manufacturing 65stock performance 50semiconductor devices 38stock price 38semiconductor components 34ai hardware 23

Keyword tag occurrences in available Prism news records.

Coverage: 2010-02-10–2026-06-19 · trend and themes shown through 2026-06
Areas of research · NXPI

Freescale

5,716available Prism news records

Prism top themes

Price action & investor response
125
Capital allocation & transactions
93
Earnings & financial performance
59
Leadership & governance
27
Macro demand & rates
17

Mapped subcategory tag occurrences; one article may contribute more than one tag. Since 2024-01-01.

News-volume growth

-46.9%378 latest 12m vs 712 prior 12m
2024-03: 39 mentions2024-04: 22 mentions2024-05: 25 mentions2024-06: 27 mentions2024-07: 37 mentions2024-08: 24 mentions2024-09: 20 mentions2024-10: 12 mentions2024-11: 50 mentions2024-12: 29 mentions2025-01: 45 mentions2025-02: 391 mentions2025-03: 35 mentions2025-04: 40 mentions2025-05: 20 mentions2025-06: 23 mentions2025-07: 19 mentions2025-08: 28 mentions2025-09: 26 mentions2025-10: 29 mentions2025-11: 16 mentions2025-12: 10 mentions2026-01: 56 mentions2026-02: 83 mentions2026-03: 43 mentions2026-04: 60 mentions2026-05: 41 mentions2026-06: 13 mentions2026-07: 0 mentions2026-08: 1 mentions2024-032026-08

Machine-classified coverage tone

97.6% positive+1.3 pp vs preceding four quarters
24Q4
25Q1
25Q2
25Q3
25Q4
26Q1
26Q2
26Q3

Tone of available coverage, not business performance or an investment outlook.

Frequent keywords

semiconductor chips 34automotive cybersecurity 32vehicle data platforms 27semiconductor devices 26automotive middleware 25semiconductor components 24investment deal 23embedded vehicle software 23

Keyword tag occurrences in available Prism news records.

Coverage: 2010-01-03–2026-08-03 · trend and themes shown through 2026-08
Areas of research · ON

ON Semiconductor

5,628available Prism news records

Prism top themes

Macro demand & rates
455
Price action & investor response
449
Earnings & financial performance
213
Legal, arbitration & regulatory
104
Capital allocation & transactions
40

Mapped subcategory tag occurrences; one article may contribute more than one tag. Since 2024-01-01.

News-volume growth

+50.4%1,018 latest 12m vs 677 prior 12m
2024-01: 56 mentions2024-02: 63 mentions2024-03: 33 mentions2024-04: 43 mentions2024-05: 27 mentions2024-06: 28 mentions2024-07: 68 mentions2024-08: 37 mentions2024-09: 28 mentions2024-10: 68 mentions2024-11: 42 mentions2024-12: 34 mentions2025-01: 47 mentions2025-02: 144 mentions2025-03: 59 mentions2025-04: 56 mentions2025-05: 55 mentions2025-06: 39 mentions2025-07: 31 mentions2025-08: 60 mentions2025-09: 125 mentions2025-10: 60 mentions2025-11: 101 mentions2025-12: 93 mentions2026-01: 76 mentions2026-02: 148 mentions2026-03: 48 mentions2026-04: 125 mentions2026-05: 130 mentions2026-06: 21 mentions2024-012026-06

Machine-classified coverage tone

79.4% positive+1.3 pp vs preceding four quarters
24Q3
24Q4
25Q1
25Q2
25Q3
25Q4
26Q1
26Q2

Tone of available coverage, not business performance or an investment outlook.

Frequent keywords

stock performance 145semiconductor chips 65stock indices 62market performance 55economic slowdown 54semiconductor devices 51stock price 51semiconductor wafers 50

Keyword tag occurrences in available Prism news records.

Coverage: 2010-01-04–2026-06-21 · trend and themes shown through 2026-06
Areas of research · ADI

OtoSense

3,171available Prism news records

Prism top themes

Price action & investor response
232
Capital allocation & transactions
136
Earnings & financial performance
98
Leadership & governance
27

Mapped subcategory tag occurrences; one article may contribute more than one tag. Since 2024-01-01.

News-volume growth

+35.6%731 latest 12m vs 539 prior 12m
2024-02: 51 mentions2024-03: 34 mentions2024-04: 22 mentions2024-05: 24 mentions2024-06: 39 mentions2024-07: 28 mentions2024-08: 34 mentions2024-09: 41 mentions2024-10: 40 mentions2024-11: 36 mentions2024-12: 23 mentions2025-01: 38 mentions2025-02: 185 mentions2025-03: 46 mentions2025-04: 31 mentions2025-05: 25 mentions2025-06: 31 mentions2025-07: 9 mentions2025-08: 25 mentions2025-09: 35 mentions2025-10: 29 mentions2025-11: 55 mentions2025-12: 65 mentions2026-01: 100 mentions2026-02: 106 mentions2026-03: 57 mentions2026-04: 107 mentions2026-05: 89 mentions2026-06: 62 mentions2026-07: 1 mentions2024-022026-07

Machine-classified coverage tone

96.5% positive-0.7 pp vs preceding four quarters
24Q4
25Q1
25Q2
25Q3
25Q4
26Q1
26Q2
26Q3

Tone of available coverage, not business performance or an investment outlook.

Frequent keywords

investment deal 72market performance 66stock price 56gpu deep learning 52share price 51investment 51semiconductor chips 34private equity 30

Keyword tag occurrences in available Prism news records.

Coverage: 2010-01-04–2026-07-09 · trend and themes shown through 2026-07
05 · Community discussion

Common topics where conversation clears the gate

Shown only above 25 entity-matched mentions. Coverage is partial and topic counts exclude identified namesake noise.

AMKR

Amkor

153 mentions
Stock and valuation
90
Products, pricing and logistics
21
Workplace and hiring
2

Partial entity-matched community coverage; namesake noise is excluded before topic aggregation. 153 records remained after filtering.

NXPI

Freescale

158 mentions
Products, pricing and logistics
33
Stock and valuation
30
Workplace and hiring
16
Other company context
4

Partial entity-matched community coverage; namesake noise is excluded before topic aggregation. 158 records remained after filtering.

ON

ON Semiconductor

768 mentions
Stock and valuation
400
Products, pricing and logistics
61
Workplace and hiring
21
Other company context
5

Partial entity-matched community coverage; namesake noise is excluded before topic aggregation. 768 records remained after filtering.

06 · Company event log

Common news types and recent highlights

Event patterns and selected recent headlines come from available Prism company-event records since 2023. Obvious forecast, holdings, duplicate and retrospective noise is filtered.

NVDA

NVIDIA

through 2026-05-05
Earnings releases 469Company announcements 272Regulatory 177Business contracts 152M&A 50
  1. Earnings releases

    the company finished its fiscal year with $120 billion in net income on $216 billion in revenue.

  2. Business contracts

    Nvidia Corp. , Microsoft Corp. , Reflection AI Inc. and Amazon.com Inc. have all newly struck agreements with the United States Defense Department “for lawful operational use,” according to the statement.

  3. Leadership changes

    Former Intel executive and CAO Scott Gawel is set to take up his role.

Prism company-event records; exact duplicates and evident forecast, holdings and retrospective noise are excluded.

AMKR

Amkor

through 2026-02-13
Earnings releases 21Company announcements 11Business contracts 8Listing / IPO 4Leadership changes 1
  1. Listing / IPO

    Amkor Technology announces pricing of secondary underwritten public offering of 10,000,000 shares of Common Stock at a public offering price of $48.75 per share.

  2. Earnings releases

    Amkor reported fourth-quarter revenue of $1.89 billion and EPS of $0.69, which Engel said was above the company’s guidance range. CFO Megan Faust said revenue was down 5% sequentially but up 16% year-over-year.

  3. Company announcements

    Amkor Technology will expand its semiconductor back-end facilities.

Prism company-event records; exact duplicates and evident forecast, holdings and retrospective noise are excluded.

NXPI

Freescale

through 2025-02-14
Asset acquisitions 1Company announcements 1Earnings releases 1M&A 1
  1. Earnings releases

    Announcing fiscal second quarter 2015 earnings results, Freescale reported RF segment revenue of $177 million, 3.8 percent below Q1 and 48 percent above last year's second quarter. The segment's revenue comes primarily from LDMOS power transistors used in cellular base stations. The company attributed the sequential decline to "slowing wireless capital expenditure spending in major markets, including China." The LTE build-out in China has fueled strong growth in the RF segment through 2014 and 2015, despite the slight decline in Q2.

  2. Asset acquisitions

    Freescale Semiconductor is now expanding its India operations with the acquisition of a 300,000 square foot campus in Noida.

  3. M&A

    Freescale Semiconductor Inc., a global leader in the design and manufacture of embedded semiconductors for wireless, networking, automotive, consumer and industrial markets, announced that it has entered into a definitive merger agreement to be acquired by a private equity consortium in a transaction with a total equity value of $17.6 B.

Prism company-event records; exact duplicates and evident forecast, holdings and retrospective noise are excluded.

ON

ON Semiconductor

through 2026-05-05
Earnings releases 46Lawsuits 29Business contracts 9M&A 8Company announcements 4
  1. Earnings releases

    For the quarter, revenue reached $1.51 billion, exceeding the midpoint of company guidance despite a slight 1% sequential decline. Non-GAAP earnings per share came in at $0.64, outperforming analyst expectations of $0.61.

  2. Company announcements

    As part of the initiative, the company will establish its Greater China headquarters in Shanghai and appoint a China president, moves designed to accelerate decision‑making on the ground and enhance engagement with key stakeholders across the ecosystem.

  3. M&A

    In 2025, ON completed its $115 million acquisition of the Silicon Carbide Junction Field-Effect Transistor business, including United Silicon Carbide from Qorvo, strengthening its EliteSiC power portfolio to enhance energy efficiency in AI data centers, improve EV battery safety and support industrial energy storage and circuit breakers.

Prism company-event records; exact duplicates and evident forecast, holdings and retrospective noise are excluded.

ADI

OtoSense

through 2026-02-18
Earnings releases 13
  1. Earnings releases

    OtoSense reported Q1 FY2026 revenue of $3.16B and net income of $830.8M in the official-filing series.

  2. Earnings releases

    OtoSense reported FY2025 revenue of $11.02B and net income of $2.27B in the official-filing series.

  3. Earnings releases

    OtoSense reported Q3 FY2025 revenue of $2.88B and net income of $518.5M in the official-filing series.

Cached Prism company-event evidence fallback; totals describe available coverage and the displayed highlights prefer filing-backed earnings rows.

07 · Industry landscape

Semiconductors And Related Devices Industry in USA

A bottom-of-page sector lens combining Prism's exact U.S. market-growth extraction with tightly matched U.S.-primary semiconductors and related devices news. It adds context to the stock basket without turning industry signals into a recommendation.

Prism market forecast extraction

semiconductor market

92 sources80.8% extraction confidence
2020 extracted base$415.40B–$730.91B
2021 extracted forecast$439.30B–$700.60B
Implied source CAGR7.6%
AIcloudadoption of cloud technologies

Multi-source card returned by Prism's /special_extraction market-growth service. Extracted geography mix: Global, India, China, Europe. This is a dated market benchmark, not a forecast for the five-stock basket.

Prism news insights

U.S. Semiconductors And Related Devices news pulse

9,077available Prism news records
Latest 12m volume+12.8%4240 vs 3760 records
Positive classified tone75.7%+12.0 pp vs prior four quarters
2024-01: 153 mentions2024-02: 244 mentions2024-03: 234 mentions2024-04: 242 mentions2024-05: 204 mentions2024-06: 222 mentions2024-07: 321 mentions2024-08: 186 mentions2024-09: 206 mentions2024-10: 240 mentions2024-11: 252 mentions2024-12: 249 mentions2025-01: 379 mentions2025-02: 464 mentions2025-03: 279 mentions2025-04: 602 mentions2025-05: 360 mentions2025-06: 191 mentions2025-07: 492 mentions2025-08: 592 mentions2025-09: 482 mentions2025-10: 442 mentions2025-11: 436 mentions2025-12: 373 mentions2026-01: 188 mentions2026-02: 405 mentions2026-03: 255 mentions2026-04: 349 mentions2026-05: 35 mentions2024-012026-05
24Q4
25Q1
25Q2
25Q3
25Q4
26Q1
26Q2
26Q3

Available U.S.-primary Prism records matching semiconductor, integrated circuit, chip fabrication, chip manufacturing, wafer fabrication, semiconductor foundry. Metadata counts can overlap; coverage volume and tone are not measures of industry output.

Recurring Prism themes

semiconductor industry updates
6,086
semiconductor devices and components
2,100
artificial intelligence advancements
1,108
microcontrollers and microprocessor units
1,016
tech company earnings and financial reports
883
graphics processing units (gpus)
817

Metadata occurrences; one record can contribute more than one theme.

Frequent industry keywords

chip manufacturing 1,212semiconductor chips 1,090ai hardware 945semiconductor wafers 929semiconductor devices 634semiconductor components 574quantum processors 361quantum hardware 338

Counts cover the matched industry corpus, not the broader company-news totals above.

Curated signal map

Opportunity and caution, side by side

Evidence prompts—not probabilities.

Opportunity · market driver

AI

92 forecast sources

A recurring driver in the extracted market evidence provides a measurable research thread for the sector.

Prism /special_extraction market-growth card
Opportunity · demand

semiconductor industry updates

6,086 matched theme records

The largest current Prism news theme shows where sector attention and reported activity are concentrating.

Prism U.S. news metadata
Opportunity · innovation

Innovation and product activity

848 matched news records

Technology, product and R&D metadata provide an auditable view of the sector's innovation conversation.

Unique news records matching the curated innovation rule
Caution · market restraint

supply chain disruptions

340 macro/risk records

The extracted restraint and the measured macro-news pulse belong in the downside research frame.

Prism market-growth restraint plus U.S. news metadata
Caution · news pulse

Coverage growth can reverse

+12.8% news volume

The latest 12 months contain 4,240 matched records versus 3,760 in the previous window.

Available Prism coverage through 2026-05-05
Caution · sentiment

Classified tone is not demand

75.7% positive · +12.0pp

Machine-classified news tone is useful context, but it is not revenue, output or a return forecast.

Eight-quarter Prism sentiment series

Opportunity and caution cards are curated research prompts grounded in the counts shown; they are not probabilities, recommendations or forecasts. News coverage runs 2024-01-01–2026-05-05; the latest quarter may be partial.

Explore the broader U.S. industrial landscape →
08 · Scope and sources

How to read this snapshot

Basket and ranking

Five U.S.-listed issuers classified under SEC SIC 3674 (Semiconductors And Related Devices), selected as the first five names that pass all live publication gates from the latest filing revenue candidate pool ranked 6–13. Every candidate has complete cached readiness evidence. This is a research cohort, not a recommendation.

Companies are ordered by the Fliar BI Prism readiness score used by the Prism Finance USA source pack. The score is a research signal, not a recommendation.

Evidence used

  • Official annual filingsFY revenue history and latest profitability
  • U.S. exchange market snapshotDated price, 52-week range, P/E, market capitalisation and monthly-close return
  • Fliar BI PrismReadiness, company and industry news, community context and U.S.-scope patent records
  • Prism market-growth extractionDated third-party Semiconductors And Related Devices Industry in USA market benchmark with source-count, geography and confidence context
Important: Research and educational information only. Not investment advice, a recommendation, or a live-price service. Market figures are dated as of 28 August 2026.
09 · Final derived analysis

Conclusions, comparisons, anomalies, explanations and decisions

A final evidence-linked synthesis of the metrics already displayed above. Every named company opens its actual Companies Radar profile.

Conclusions

Scale and margin leadership sit with NVIDIA and NVIDIA

NVIDIA has the largest displayed latest revenue at $215.94B; NVIDIA has the widest displayed latest margin at 55.6%.

Open NVIDIA in Companies Radar
Comparisons
Anomalies

Amkor has the widest attention-readiness rank gap

It ranks #5 by measured news attention (0.5%) and #2 by Prism readiness. The gap is a review flag, not evidence that either measure is wrong.

Open Amkor in Companies Radar

ON Semiconductor shows a price-operating divergence to inspect

Its displayed filing-revenue change is -11.0% while its available monthly-close return is +68.6%. The signs differ, but the two measures cover different windows and do not establish causality.

Open ON Semiconductor in Companies Radar
Explanations

Attention measures coverage volume, not quality

NVIDIA's 95.9% share says it appears most often in the matched Prism corpus. It does not score whether that coverage is favourable or whether the company is investable.

Open NVIDIA in Companies Radar

Different windows explain why signals can disagree

Revenue comes from the printed filing periods, price paths use the dated monthly-close windows, and Prism signals use their stated event windows. No causal attribution is made across them.

Research decisions

Verify the readiness leader in Companies Radar

Open NVIDIA's company profile and inspect the underlying management, market-activity, innovation and risk evidence before relying on the 66/100 score.

Open NVIDIA in Companies Radar
Method boundary: These are deterministic comparisons of the displayed snapshot fields. They flag relationships for further research, do not establish causality and are not investment recommendations.
Coming soon