国芯网·2025-09-04 13:26Core Viewpoint - The article discusses the competitive landscape of the global semiconductor industry, highlighting the R&D investments of leading companies and their implications for market positioning and technological advancements [2][4][5]. R&D Investment Rankings - Intel leads the global semiconductor companies in R&D spending for 2024 with an investment of $16.546 billion, marking a 3.1% increase from the previous year [4]. - NVIDIA follows in second place with $12.502 billion in R&D expenditure, experiencing a significant growth of 47% [4]. - Samsung Electronics has increased its R&D investment from $5.5 billion to $9.5 billion, achieving the highest year-on-year growth rate of 71.3% [4][5]. - The top 10 companies account for a total R&D expenditure of $80.607 billion, with an average R&D-to-sales ratio of 15.4% [4]. Regional Distribution - Among the top 10 companies, 6 are based in the United States, 2 in Taiwan, and 2 in South Korea, indicating a strong presence of American firms in the semiconductor sector [3]. - The rankings from 11 to 20 include 5 companies from the U.S., 3 from Europe, and 2 from Japan, further emphasizing the dominance of U.S. firms in R&D investments [3]. R&D Spending as a Percentage of Sales - Intel has the highest R&D-to-sales ratio at 33.6%, followed by Broadcom at 30.3%, Qualcomm at 25.9%, and AMD at 25.0% [5]. - Samsung and SK Hynix have lower ratios of 11.7% and 6.99%, respectively, despite increases in their R&D spending [5]. Competitive Landscape - Samsung is competing in advanced process nodes with companies like TSMC, Intel, and Rapidus, while also facing challenges in the DRAM and NAND flash markets [5]. - The semiconductor industry is characterized by intense competition, particularly in cutting-edge technology and manufacturing capabilities [5].