Revenue backlog and accounts receivable — 25 US semiconductor companies

Sourced from each company's five most recent Form 8-K Item 2.02 filings and the Exhibit 99 earnings press release attached to each. Data through 18 August 2026.

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companies report a quantified revenue backlog in their Item 2.02 Exhibit 99 earnings release. Across 125 exhibits, "backlog" appears 34 times — always qualitative ("backlog growth", "healthy backlog"), never with a dollar figure. Accounts receivable, net is the reported fallback below.

Accounts receivable, net — most recent quarter

Shared linear scale. Hover or focus a bar for the exact figure.

NVDA
$40.7B
MU
$31.0B
AVGO
$10.8B
AMD
$7.3B
QCOM
$4.7B
INTC
$4.0B
TXN
$2.5B
ADI
$2.1B
MRVL
$1.9B
NXPI
$1.3B
MCHP
$968M
ON
$897M
QRVO
$380M
SWKS
$348M
MPWR
$344M
DIOD
$310M
CRUS
$254M
ALAB
$192M
SMTC
$175M
SYNA
$164M
RMBS
$144M
LSCC
$120M
WOLF
$97M
SLAB
$80M
POWI
$27M

Five-quarter trend, by company

Each panel is scaled to its own maximum — compare shape within a panel, not bar heights across panels. Panels are ordered by latest accounts receivable, largest first. Ticks are quarter-end year-month.

NVDANVIDIA
$40.7B+84% vs 5Q ago
25-04
25-07
25-10
26-01
26-04
MUMicron
$31.0B+317% vs 5Q ago
25-05
25-08
25-11
26-02
26-05
AVGOBroadcom
$10.8B+95% vs 5Q ago
25-05
25-08
25-11
26-02
26-05
AMDAdvanced Micro Devices
$7.3B+42% vs 5Q ago
25-06
25-09
25-12
26-03
26-06
QCOMQualcomm
$4.7B+37% vs 5Q ago
25-06
25-09
25-12
26-03
26-06
INTCIntel
$4.0B+71% vs 5Q ago
25-06
25-09
25-12
26-03
26-06
TXNTexas Instruments
$2.5B+30% vs 5Q ago
25-06
25-09
25-12
26-03
26-06
ADIAnalog Devices
$2.1B+48% vs 5Q ago
25-05
25-08
25-11
26-01
26-05
MRVLMarvell
$1.9B+64% vs 5Q ago
25-05
25-08
25-11
26-01
26-05
NXPINXP
$1.3B+19% vs 5Q ago
25-06
25-09
25-12
26-03
26-06
MCHPMicrochip
$968M+26% vs 5Q ago
25-06
25-09
25-12
26-03
26-06
ONonsemi
$897M-3% vs 5Q ago
25-07
25-10
25-12
26-04
26-07
QRVOQorvo
$380M+16% vs 5Q ago
25-06
25-09
25-12
26-03
26-06
SWKSSkyworks
$348M-12% vs 5Q ago
25-06
25-10
26-01
26-04
26-07
MPWRMonolithic Power
$344M+76% vs 5Q ago
25-06
25-09
25-12
26-03
26-06
DIODDiodes
$310M-1% vs 5Q ago
25-06
25-09
25-12
26-03
26-06
CRUSCirrus Logic
$254M+19% vs 5Q ago
25-06
25-09
25-12
26-03
26-06
ALABAstera Labs
$192M+691% vs 5Q ago
25-06
25-09
25-12
26-03
26-06
SMTCSemtech
$175M+5% vs 5Q ago
25-04
25-07
25-10
26-01
26-04
SYNASynaptics
$164M+26% vs 5Q ago
25-06
25-09
25-12
26-03
26-06
RMBSRambus
$144M+35% vs 5Q ago
25-06
25-09
25-12
26-03
26-06
LSCCLattice
$120M+40% vs 5Q ago
25-06
25-09
26-01
26-04
26-07
WOLFWolfspeed
$97M-41% vs 5Q ago
25-03
25-06
25-09
25-12
26-03
SLABSilicon Labs
$80M+41% vs 5Q ago
25-07
25-10
26-01
26-04
26-07
POWIPower Integrations
$27M-3% vs 5Q ago
25-06
25-09
25-12
26-03
26-06
Table view — all 125 company-quarters
TickerCompanyQuarter endFiscal label Revenue ($M)Revenue backlog ($M)AR, net ($M)
ADIAnalog Devices2025-05-03Q2 FY20252,640.1—1,382.4
ADIAnalog Devices2025-08-02Q3 FY20252,880.3—1,553.3
ADIAnalog Devices2025-11-01Q4 FY20253,076.1—1,436.1
ADIAnalog Devices2026-01-31Q1 FY20263,160.3—1,360.2
ADIAnalog Devices2026-05-02Q2 FY20263,623.5—2,051.7
ALABAstera Labs2025-06-30Q2 FY2025191.9—24.3
ALABAstera Labs2025-09-30Q3 FY2025230.6—42.9
ALABAstera Labs2025-12-31Q4 FY2025270.6—83.2
ALABAstera Labs2026-03-31Q1 FY2026308.4—134.8
ALABAstera Labs2026-06-30Q2 FY2026392.4—192.5
AMDAdvanced Micro Devices2025-06-28Q2 20257,685.0—5,115.0
AMDAdvanced Micro Devices2025-09-27Q3 20259,246.0—6,201.0
AMDAdvanced Micro Devices2025-12-27Q4 202510,270.0—6,315.0
AMDAdvanced Micro Devices2026-03-28Q1 202610,253.0—6,035.0
AMDAdvanced Micro Devices2026-06-27Q2 202611,536.0—7,281.0
AVGOBroadcom2025-05-04Q2 FY202515,004.0—5,563.0
AVGOBroadcom2025-08-03Q3 FY202515,952.0—6,494.0
AVGOBroadcom2025-11-02Q4 FY202518,015.0—7,145.0
AVGOBroadcom2026-02-01Q1 FY202619,311.0—8,460.0
AVGOBroadcom2026-05-03Q2 FY202622,187.0—10,830.0
CRUSCirrus Logic2025-06-28Q1 FY2026407.3—214.1
CRUSCirrus Logic2025-09-27Q2 FY2026561.0—355.4
CRUSCirrus Logic2025-12-27Q3 FY2026580.6—279.0
CRUSCirrus Logic2026-03-28Q4 FY2026448.5—220.1
CRUSCirrus Logic2026-06-27Q1 FY2027459.7—254.0
DIODDiodes2025-06-30Q2 FY2025366.2—313.5
DIODDiodes2025-09-30Q3 FY2025392.2—303.8
DIODDiodes2025-12-31Q4 FY2025391.6—307.1
DIODDiodes2026-03-31Q1 FY2026405.5—304.5
DIODDiodes2026-06-30Q2 FY2026445.5—310.3
INTCIntel2025-06-28Q2 202512,859.0—2,360.0
INTCIntel2025-09-27Q3 202513,653.0—3,202.0
INTCIntel2025-12-27Q4 202513,674.0—3,839.0
INTCIntel2026-03-28Q1 202613,577.0—4,066.0
INTCIntel2026-06-27Q2 202616,128.0—4,033.0
LSCCLattice2025-06-28Q2 2025124.0—85.7
LSCCLattice2025-09-27Q3 2025133.3—95.5
LSCCLattice2026-01-03Q4 2025145.8—102.3
LSCCLattice2026-04-04Q1 2026170.9—118.1
LSCCLattice2026-07-04Q2 2026201.1—120.0
MCHPMicrochip2025-06-30Q1 FY20261,075.5—765.5
MCHPMicrochip2025-09-30Q2 FY20261,140.4—746.2
MCHPMicrochip2025-12-31Q3 FY20261,186.0—731.2
MCHPMicrochip2026-03-31Q4 FY20261,311.2—894.7
MCHPMicrochip2026-06-30Q1 FY20271,484.7—967.7
MPWRMonolithic Power2025-06-30Q2 2025664.6—194.8
MPWRMonolithic Power2025-09-30Q3 2025737.2—241.6
MPWRMonolithic Power2025-12-31Q4 2025751.2—255.6
MPWRMonolithic Power2026-03-31Q1 2026804.2—302.1
MPWRMonolithic Power2026-06-30Q2 2026980.6—343.6
MRVLMarvell2025-05-03Q1 FY20261,895.3—1,144.0
MRVLMarvell2025-08-02Q2 FY20262,006.1—1,451.7
MRVLMarvell2025-11-01Q3 FY20262,074.5—1,546.3
MRVLMarvell2026-01-31Q4 FY20262,218.7—2,186.6
MRVLMarvell2026-05-02Q1 FY20272,417.8—1,871.7
MUMicron2025-05-29Q3 FY20259,301.0—7,436.0
MUMicron2025-08-28Q4 FY202511,315.0—9,265.0
MUMicron2025-11-27Q1 FY202613,643.0—10,184.0
MUMicron2026-02-26Q2 FY202623,860.0—17,314.0
MUMicron2026-05-28Q3 FY202641,456.0—31,025.0
NVDANVIDIA2025-04-27Q1 FY202644,062.0—22,132.0
NVDANVIDIA2025-07-27Q2 FY202646,743.0—27,808.0
NVDANVIDIA2025-10-26Q3 FY202657,006.0—33,391.0
NVDANVIDIA2026-01-25Q4 FY202668,127.0—38,466.0
NVDANVIDIA2026-04-26Q1 FY202781,615.0—40,710.0
NXPINXP2025-06-29Q2 20252,926.0—1,071.0
NXPINXP2025-09-28Q3 20253,173.0—1,095.0
NXPINXP2025-12-31Q4 20253,335.0—1,055.0
NXPINXP2026-03-29Q1 20263,181.0—1,186.0
NXPINXP2026-06-28Q2 20263,496.0—1,274.0
ONonsemi2025-07-04Q2 FY20251,468.7—927.0
ONonsemi2025-10-03Q3 FY20251,550.9—943.4
ONonsemi2025-12-31Q4 FY20251,530.1—908.0
ONonsemi2026-04-03Q1 FY20261,513.3—862.8
ONonsemi2026-07-03Q2 FY20261,603.5—897.2
POWIPower Integrations2025-06-30Q2 FY2025115.9—27.6
POWIPower Integrations2025-09-30Q3 FY2025118.9—31.5
POWIPower Integrations2025-12-31Q4 FY2025103.2—18.3
POWIPower Integrations2026-03-31Q1 FY2026108.3—14.4
POWIPower Integrations2026-06-30Q2 FY2026118.9—26.8
QCOMQualcomm2025-06-29Q3 FY202510,365.0—3,410.0
QCOMQualcomm2025-09-28Q4 FY202511,270.0—4,315.0
QCOMQualcomm2025-12-28Q1 FY202612,252.0—4,153.0
QCOMQualcomm2026-03-29Q2 FY202610,599.0—4,347.0
QCOMQualcomm2026-06-28Q3 FY20269,947.0—4,668.0
QRVOQorvo2025-06-28Q1 FY2026818.8—328.3
QRVOQorvo2025-09-27Q2 FY20261,058.5—543.4
QRVOQorvo2025-12-27Q3 FY2026993.0—487.7
QRVOQorvo2026-03-28Q4 FY2026808.3—382.5
QRVOQorvo2026-06-27Q1 FY2027784.8—379.5
RMBSRambus2025-06-30Q2 2025172.2—107.1
RMBSRambus2025-09-30Q3 2025178.5—105.4
RMBSRambus2025-12-31Q4 2025190.2—137.5
RMBSRambus2026-03-31Q1 2026180.2—109.3
RMBSRambus2026-06-30Q2 2026207.4—144.1
SLABSilicon Labs2025-07-05Q2 FY2025192.8—56.5
SLABSilicon Labs2025-10-04Q3 FY2025206.0—67.3
SLABSilicon Labs2026-01-03Q4 FY2025208.2—64.5
SLABSilicon Labs2026-04-04Q1 FY2026213.5—77.1
SLABSilicon Labs2026-07-04Q2 FY2026228.2—79.8
SMTCSemtech2025-04-27Q1 FY2026251.1—165.7
SMTCSemtech2025-07-27Q2 FY2026257.6—153.5
SMTCSemtech2025-10-26Q3 FY2026267.0—164.8
SMTCSemtech2026-01-25Q4 FY2026274.4—160.6
SMTCSemtech2026-04-26Q1 FY2027291.0—174.8
SWKSSkyworks2025-06-27Q3 FY2025965.0—396.2
SWKSSkyworks2025-10-03Q4 FY20251,100.2—598.1
SWKSSkyworks2026-01-02Q1 FY20261,035.4—398.4
SWKSSkyworks2026-04-03Q2 FY2026943.7—336.0
SWKSSkyworks2026-07-03Q3 FY2026934.8—348.2
SYNASynaptics2025-06-28Q4 FY2025282.8—130.3
SYNASynaptics2025-09-27Q1 FY2026292.5—119.5
SYNASynaptics2025-12-27Q2 FY2026302.5—132.7
SYNASynaptics2026-03-28Q3 FY2026294.2—162.5
SYNASynaptics2026-06-27Q4 FY2026308.0—164.0
TXNTexas Instruments2025-06-30Q2 20254,448.0—1,934.0
TXNTexas Instruments2025-09-30Q3 20254,742.0—2,062.0
TXNTexas Instruments2025-12-31Q4 20254,423.0—1,963.0
TXNTexas Instruments2026-03-31Q1 20264,825.0—2,245.0
TXNTexas Instruments2026-06-30Q2 20265,463.0—2,520.0
WOLFWolfspeed2025-03-30Q3 FY2025185.4—164.6
WOLFWolfspeed2025-06-29Q4 FY2025197.0—178.8
WOLFWolfspeed2025-09-28Q1 FY2026196.8—155.6
WOLFWolfspeed2025-12-28Q2 FY2026168.5—108.3
WOLFWolfspeed2026-03-29Q3 FY2026150.2—96.8