Cost of Revenue Comparison: Texas Instruments Incorporated vs Lam Research Corporation

Semiconductor Giants: Cost of Revenue Trends from 2014 to 2023

__timestampLam Research CorporationTexas Instruments Incorporated
Wednesday, January 1, 201425998280005618000000
Thursday, January 1, 201529749760005440000000
Friday, January 1, 201632669710005130000000
Sunday, January 1, 201744102610005347000000
Monday, January 1, 201859119660005507000000
Tuesday, January 1, 201952951000005219000000
Wednesday, January 1, 202054360430005192000000
Friday, January 1, 202178208440005968000000
Saturday, January 1, 202293552320006257000000
Sunday, January 1, 202396515910006500000000
Monday, January 1, 202478525950006547000000
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Unleashing insights

Cost of Revenue: A Tale of Two Giants

In the ever-evolving landscape of semiconductor manufacturing, Texas Instruments Incorporated and Lam Research Corporation stand as titans. From 2014 to 2023, these industry leaders have showcased distinct trajectories in their cost of revenue. Texas Instruments, known for its robust analog and embedded processing products, maintained a relatively stable cost of revenue, averaging around $5.7 billion annually. In contrast, Lam Research, a key player in wafer fabrication equipment, experienced a dramatic 271% increase in cost of revenue, peaking in 2023. This surge reflects Lam's aggressive expansion and adaptation to the growing demand for semiconductor equipment. Notably, 2021 marked a pivotal year, with Lam's costs surpassing Texas Instruments for the first time, highlighting the shifting dynamics in the semiconductor sector. As we look to the future, these trends offer a glimpse into the strategic maneuvers shaping the industry's giants.

Published by
U.S. Securities and Exchange Commission

Source link
sec.gov

Date published
28 Jan 2025