| компания [ticker] {FY} |
регион |
класс ЭК |
оборот @'25 |
Y2Y
|
оборот @'24 |
Y2Y
|
оборот @'23 |
Y2Y |
| ALPHA & OMEGA [AOSL] {30-июн} |
США |
актив |
$696M |
+5,9% |
$657M |
-4,9% |
$691M |
-11,1% |
| AMPHENOL [APH] |
США |
элмех | датчики |
$23,09B |
+52% |
$15,22B |
+21% |
$12,55B |
-3% |
| AMD [AMD] |
США |
актив |
$34,64B |
+34,3% |
$25,79B |
+8,2% |
$22,31B |
-4% |
| AMS-OSRAM [AMS.SW] |
Европа |
актив | опто |
€3,32B |
-3% |
€3,42B |
-5% |
€3,59B |
-25% |
| ANALOG DEVICES [ADI] {31-окт} |
США |
актив |
$11,02B |
+17% |
$9,43B |
-23% |
$12,31B |
+2% |
| APTIVE |
Ирландия |
соединители |
$20,4B |
+3% |
$19,7B |
-2% |
$20,1B |
+15% |
| BROADCOM [AVGO] {31-окт} |
США |
актив |
$36,86B |
+22% |
$30,10B |
+17% |
$25,61B |
+8% |
| CIRRUS LOGIC [CRUS] {31-мар} |
США |
актив |
$1,90B |
6% |
$1,79B |
-6,1% |
$1,90B |
+6,6% |
| CTS [CTS] |
США |
пассив/элмех |
$541M |
+5% |
$516M |
-6,3% |
$550M |
-6% |
| DIODES [DIOD] |
США |
актив |
$1,48B |
+13% |
$1,31B |
-21% |
$1,66B |
-20% |
| INDIE SEMICONDUCTOR [INDI] |
США |
актив |
$207M |
+2% |
$202,7M |
+4% |
$195,6M |
+118% |
| INFINEON [IFX] {30-сен} |
Европа |
актив |
€14,62B |
-2% |
€14,96B |
-8% |
€16,37B |
+15% |
| INNOSCIENCE [HKG:2577] |
Китай |
GaN дискреты |
$M |
% |
$115,4M |
+37,5% |
$83,9M |
+314% |
| INTEL [INTC] |
США |
процессоры |
$52,9B |
-0% |
$53,1B |
-2% |
$54,23B |
-16,8% |
| KNOWLES [KN] |
США |
пассив |
$593M |
+7% |
$554M |
+21% |
$457M |
-7,5% |
| LATTICE SEMICONDUCTOR [LSCC] |
США |
актив |
$523M |
+3% |
$509M |
-31% |
$737M |
-12% |
| LITTELFUSE [LFUS] |
США |
пассив | дискреты | элмех | датчики |
$2,39B |
+9% |
$2,19B |
-7% |
$2,36B |
-6% |
| MACOM [MTSI] {29-сен} |
США |
ВЧ актив |
$967M |
+32% |
$730M |
+12,5% |
$648M |
-4% |
| MAGNACHIP [MX] |
Ю.Корея |
дискреты |
$200M |
-3.5% |
$210M |
-9,4% |
$230M |
-32% |
| MARVELL [MRVL] {1-фев} |
США |
актив |
$5,77B |
+4,7% |
$5,51B |
-6,9% |
$5,92B |
+32,7% |
| MAXLINEAR [MXL] |
США |
актив |
$467M |
+30% |
$361M |
-48% |
$693M |
-38% |
| MELEXIS [MELE.BR] |
Европа |
актив |
€840M |
-10% |
€933M |
-3% |
€964M |
+15% |
| MICROCHIP [MCHP] {31-мар} |
США |
актив |
$4,40B |
-42,3% |
$7,63B |
-10,6% |
$8,44B |
+23,8% |
| MICRON [MU] {30-авг} |
США |
память |
$37,38B |
+48,9% |
$25,11B |
+62% |
$15,54B |
-49,5% |
| MONOLITHIC POWER SYSTEMS [MPWR] |
США |
актив |
$2,79B |
+26% |
$2,21B |
+21,2% |
$1,82B |
+1,5% |
| MURATA [6981.T] {31-мар} |
Япония |
пассив, модули |
$11,70B |
+7,7% |
$10,86B |
-10% |
$11,96B |
-13.6% |
| NAVITAS [NVTS] |
США |
GaN/SiC дискреты |
$45,9M |
-55% |
$83M |
+5% |
$80M |
+109% |
| NORDIC [NOD.OL] |
Норвегия |
актив |
$668M |
+30,5% |
$543M |
-5,8% |
$777M |
-30,1% |
| NXP [NXPI] |
Европа |
актив |
$12,27B |
-3% |
$12,61B |
-5% |
$13,28B |
+1% |
| ONSEMI [ON] |
США |
актив |
$5,99B |
-15% |
$7,08B |
-14,2% |
$8,25B |
-0,9% |
| PANASONIC INDUSTRY {31-мар} |
Япония |
пассив, элмех |
$7,53B |
+9% |
$6,91B |
-15,5% |
$8,16B |
-5.6% |
| POWER INTEGRATIONS [POWI] |
США |
актив |
$444M |
+6% |
$419M |
-16% |
$445M |
-32% |
| QORVO [QRVO] {29-мар} |
США |
актив |
$3,72B |
-1,3% |
$3,77B |
+5,6% |
$3,57B |
-30% |
| QUALCOMM [QCOM] {24-сен} |
США |
актив |
$38,37B |
+15.6% |
$33,20B |
+13,6% |
$29,23B |
-19% |
| RENESAS [6723.T] |
Япония |
актив |
$8,86B |
-1.2% |
$8,91B |
-8,2% |
$10,46B |
-2,1% |
| SAMSUNG ELECTRONICS* |
Корея |
память |
$73,26B |
+23,9% |
$59,15B |
+60,8% |
$40,87B |
-37,5% |
| SILICON LABS [SLAB] |
США |
актив |
$785M |
+34% |
$584M |
-29% |
$782M |
-24% |
| SITIME [SITM] |
США |
актив |
$327M |
+36% |
$203M |
+41% |
$144M |
-49% |
| SK HYNIX [000660.KS] |
Корея |
память |
$68B |
+47% |
$44,19B |
+91,5% |
$23,08B |
-32,1% |
| SKYWORKS [SWKS] {30-сен} |
США |
актив |
$4,09B |
-2% |
$4,18B |
-12,5% |
$4,77B |
-13% |
| SMIC [HKG:0981] |
Китай |
актив |
$9,05B |
+21% |
$8,03B |
+27% |
$6,32B |
-13% |
| STANDEX ELECTRONICS {30-июн} |
США |
пассив | датчики |
$300M |
-7% |
$322M |
+5,2% |
$306M |
-0,6% |
| STM [STM] |
Европа |
актив |
$11,79B |
-11,1% |
$13,27B |
-23,2% |
$17,29B |
+7,2% |
| TDK [6762,T] {31-мар} |
Япония |
пассив, ферриты, модули |
$15,31B |
+9,9% |
$13,93B |
-10% |
$15,47B |
+6.5% |
| TE CONNECTIVITY [TEL] {26-сен} |
США |
элмех | датчики |
$17,3B |
+9,1% |
$15,85B |
-1,2% |
$16,03B |
-1,7% |
| TEXAS INSTRUMENTS [TXN] |
США |
актив | дискреты |
$17,68B |
+13% |
$15,64B |
-10,7% |
$17,52B |
-14,3% |
| VISHAY INTERTECHNOLOGY [VSH] |
США |
дискреты | пассив | опто |
$3,07B |
+4,5% |
$2,94B |
-14% |
$3,40B |
-2,8% |
| WOLFSPEED [WOLF] {июнь} |
США |
дискреты | материалы |
$758B |
-6% |
$807M |
+6,4% |
$759M |
+24% |
| YAGEO [2327.TW] |
Тайвань |
пассив |
$4,262B |
+12,7% |
$3,788B |
+9,4% |
$3,454B |
-11% |