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Ranked: America’s Top Chipmakers by Revenue & Profits
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Key Takeaways
- Nvidia’s standout growth (+114.2% YoY revenue) is driven by AI chip demand, making it the clear winner among America’s top chipmakers.
- Nvidia also leads with an impressive 55.9% net profit margin.
After a brutal semiconductor downturn in 2023, America’s largest chipmakers are back in growth mode—at least the ones riding the artificial-intelligence wave.
The ranking below shows how five industry leaders stack up on 2024 revenue, net profit margins, and long-term stock performance.
The data for this visualization comes from MarketWatch, which aggregates the latest fiscal-year filings. The 5-year stock return is sourced from Finance Charts, as of July 22nd, 2025.
Data note: Intel and AMD earnings are for calendar year 2024. Broadcom’s fiscal year ended November 3rd, 2024. Qualcomm’s fiscal year ended September, 2024. Nvidia’s fiscal year ended January, 2025.
The numbers reveal a widening gulf between AI-exposed players and legacy manufacturers.
Nvidia’s Explosive Growth Leaves Rivals in the Dust
No chipmaker—American or otherwise—has capitalized on the generative-AI boom like Nvidia.
| Company | Revenue (2024) | Revenue Growth (YoY) | Net Profit Margin (2024) | 5-Year Stock Return (July 22nd, 2025) |
|---|---|---|---|---|
| Nvidia | $130.5B | +114.2% | 55.9% | +1505.0% |
| Intel | $53.1B | -2.1% | -35.3% | -57.3% |
| Broadcom | $51.5B | +44.0% | 12.0% | +901.0% |
| Qualcomm | $39.0B | +8.8% | 25.9% | +89.8% |
| AMD | $25.8B | +13.7% | 6.4% | +150.4% |
Nvidia’s Fiscal Year 2025 revenue skyrocketed 114% to $130.5 billion.
For reference, this is more than the combined revenue of Intel ($53.1 billion) and Broadcom ($51.5 billion) from their latest annual results.
Nvidia now commands roughly 80% of the data-center GPU market, and its H100 and new Blackwell chips are perpetually sold out as cloud giants race to build AI infrastructure.
By contrast, Intel’s revenue shrank 2.1%, weighed down by PC-market softness and execution issues in its foundry pivot.
Profitability Gap Highlights the AI Advantage
Nvidia’s scale also translates into stunning profitability. A 55.9% net margin underscores the premium pricing power of high-end AI accelerators.
Qualcomm follows at 25.9%, thanks to royalty-rich handset modems and diversification into automotive chips.
At the other extreme, Intel posted a −35.3% margin, reflecting heavy capital expenditures and restructuring costs.
The spread shows how product mix—AI datacenter versus commoditized CPUs—drives very different bottom lines.
Wall Street Rewards the Clear Winners of the Chipmaker Wars
Shareholders have voted with their wallets: Nvidia’s stock is up a staggering 1,505% over the past five years (up to July 22, 2025).
In July it overtook Microsoft to become the most valuable company in the world.
Meanwhile, Broadcom’s transformative VMware acquisition and AI-networking push delivered a 901% stock return, while AMD’s Zen architecture kept it at a solid 150%.
In contrast, Intel languished with a 57% drop as investors wait for a turnaround.
These divergent trajectories suggest that, in the semiconductor space, staying on the cutting edge of emerging workloads is everything.
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