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Semiconductor IP

The 7 companies in this industry listed on the NYSE and Nasdaq are worth $261 bn combined; the largest are Arm Holdings (ARM), InterDigital, Inc. (IDCC) and Dolby Laboratories, Inc. (DLB). For each one: what it does, revenue, margin, free cash flow over the last five years and a score from 0 to 10.

Data as of October 2026

Clear leader
7 companies value 261 bn revenue 8.0 bn margin 20.4% free cash flow 2.6 bn avg. score 4.3
ARM holds 93.0% of the group's value, 29.2x the runner-up
Rank Ticker Company Share Value Revenue Margin FCF 5 years FCF/px Yield What it does · why it is here
1 ARM Arm Holdings
United Kingdom · score 6.0
 93% 243 bn 5.2 bn 20.2% 1.5 bn 0.6% — Licensing of processor architectures · Architecture in ~99% of smartphones; a fabless royalty model
2 IDCC InterDigital, Inc.
United States · score 7.3
 3% 8.3 bn 0.8 bn 38.3% 0.6 bn 6.7% 0.8% Research and patent licensing in wireless, video and AI · Delaware — revenue of $788m
3 DLB Dolby Laboratories, Inc.
United States · score 6.9
 2% 5.7 bn 1.4 bn 16.7% 0.4 bn 6.9% 2.4% Audio and video technologies licensed to electronics and content · California — revenue of $1.4bn
4 ADEA Adeia Inc.
United States · score 6.8
 1% 2.3 bn 0.5 bn 26.1% 0.2 bn 8.1% 0.9% Intellectual property licensing in media and semiconductors · California — revenue of $471m
5 AIP Arteris, Inc.
United States · score 2.1
 0% 0.9 bn 0.1 bn -46.7% 0.0 bn 0.7% — Interconnect intellectual property for semiconductors · California — revenue of $85m
6 CEVA CEVA Inc.
United States · score 0.9
 0% 0.8 bn 0.1 bn -10.0% 0.0 bn -0.1% — Licensing of silicon and software intellectual property · Licenses signal processing and wireless connectivity IP blocks
7 ATOM Atomera Inc
United States · score 0.0
 0% 0.1 bn 0.0 bn -97x -0.0 bn -12.7% — Licensing of materials technology for semiconductors · California

Other industries in the same sector

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What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.

The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.

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