Top semiconductor companies: revenue from SEC filings, US plant counts, and how chipmakers buy

This guide is for companies that sell to chipmakers: equipment parts and service, cleanroom and facilities services, industrial gases and chemicals distributors, environmental health and safety software, engineering and staffing firms, and logistics providers. It's also for anyone who wants a dated, sourced list of the top semiconductor companies. It ranks the largest US-based companies by revenue from their SEC filings, counts US semiconductor plants from Census data, explains how chipmakers buy from suppliers, and works through an example.

The top semiconductor companies by revenue

Listed companies report audited revenue to the SEC. This table ranks US-headquartered semiconductor companies that file annual reports on Form 10-K and reported more than $8 billion of revenue in their latest fiscal year, from the figures tagged in their filings (checked 26 October 2026).

Three things to keep in mind when reading it:

• Fiscal years differ. Micron's year ended in September 2026 and Broadcom's in November 2025, so the table compares different 12-month periods. In a fast-moving market, that matters: Micron's revenue rose from $37.38 billion to $133.19 billion between its last two fiscal years, and SanDisk's from $7.36 billion to $20.25 billion.
• Revenue isn't all chips. Broadcom's total includes its infrastructure software business, and Qualcomm's includes patent licensing.
• Some of the largest chip companies aren't here. TSMC, the Taiwanese contract chipmaker, and ASML, the lithography equipment maker, file with the SEC as foreign companies (Form 20-F) and report in New Taiwan dollars and euros. NXP is headquartered in the Netherlands. Samsung and SK hynix don't file with the SEC at all. A global ranking needs each company's own annual report.

How many semiconductor companies there are in the US

County Business Patterns, the Census Bureau's count of business locations with paid employees, gives the US footprint for 2023. It counts establishments, not companies, and classifies each by its main activity, so design offices may be counted under other industries.

The industry is a mix of a few huge plants and many small firms:

The 22 establishments with 1,000 or more employees account for about 57% of the industry's jobs. Average pay is high: payroll works out to about $137,000 per employee.

Where US semiconductor plants are

The Census Bureau adds statistical noise to protect individual businesses; several of these state employment figures are flagged as moderate or high noise, so treat them as approximate.

California has the most establishments, many of them small design and specialty firms, but Texas and Oregon have more jobs, because of a few very large fabs. This is the split a seller cares about: a fab with thousands of workers buys very differently from a 15-person device company.

Types of semiconductor company

The type decides what a company buys. Fabless companies buy design software, IP, cloud computing and engineering talent. Manufacturers and equipment makers buy facilities services, parts, chemicals, gases, safety and logistics.

How semiconductor companies buy

• Qualification comes first. A fab can't risk contamination or downtime, so suppliers of anything that touches the process go through qualification: audits, samples, trial periods and documentation. Expect months, not weeks, and expect to be measured on quality and delivery once you're in.
• The site often decides. Large companies run central procurement for strategic categories, but facilities, maintenance, safety and many services are bought at the plant. A plant manager, facilities manager or EHS manager is often the right first contact.
• Construction is a buying window. A new fab or expansion creates years of demand: construction, then tool installation, then hiring and operations. NIST's CHIPS for America funding page tracks award announcements, which it puts at more than $36 billion.
• Filings tell you where to look. Every 10-K has a properties section listing major facilities, and risk factors often describe supply-chain concerns. OSHA's injury filings name individual plants with their headcount: there were 406 filings for 2024 from establishments coded to semiconductor manufacturing.

Worked example: cleanroom services in Arizona and Texas

Illustrative example. The company and its plan are fictional; the counts come from County Business Patterns 2023 and OSHA's 2024 Form 300A data.

The seller: Cleanline Services (cleanline.example) cleans and certifies cleanrooms and wants to expand from California into Arizona and Texas. The question: how many sites are worth a visit?

What the data shows. County Business Patterns counts 40 semiconductor establishments in Arizona and 96 in Texas, but no names. OSHA's 2024 filings name them: 22 semiconductor establishments in Arizona (8 with 250 or more employees) and 53 in Texas (23 with 250 or more).

The plan.

1. Start with the 31 large sites from the OSHA list. Check each against the owner's 10-K properties section to confirm what the site does (a fab, a test site or an office).
2. Find the facilities and EHS managers at each site. Plant-level contacts matter more than corporate procurement for this service.
3. Lead with qualification. Offer the documentation a fab will ask for (certifications, insurance, procedures) before the first meeting.
4. Do the arithmetic. If an illustrative 40% of the 31 sites use outside cleanroom services and Cleanline reaches the right manager at two thirds of those, that's about 8 conversations. One contract at an illustrative $250,000 a year would justify a local crew.

Matching OSHA records to companies, sites and the right managers is the slow part; Bebop researches each account in a list and writes a playbook for it.

Subject: Cleanroom certification at [site or city]

Hi [first name],

I saw [company] is [expanding / hiring for] the [site or city] site. Congratulations on the growth.

Facilities teams at sites your size tell us the hard part is scheduling recertification around production without adding risk.

We certify and clean cleanrooms for semiconductor sites in California, with our qualification package (procedures, certifications and insurance) ready to send. Would 20 minutes be useful to see whether we'd meet your supplier requirements?

[Your name]
[Phone number]

Common mistakes

• Ranking by market cap and calling it size. Market value changes daily; revenue from filings is the steadier measure of how much a company buys.
• Mixing fiscal years without saying so. Always show the year end next to the figure.
• Selling to headquarters when the plant buys. Facilities, safety and services are often site decisions.
• Skipping qualification. Without documentation ready, a good first meeting stalls.
• Treating design offices like fabs. A fabless design center buys software and talent, not chemicals and maintenance.

Next step: profile your top ten sites with the account profiling template: what the site makes, who runs facilities and safety, and what's changing there.