AI Infrastructure & Semiconductors
The AI Infrastructure & Semiconductors sector encompasses 20 tracked companies carrying $211.4B in combined long-term debt. Across the sector, $18.5B (8% of maturities) is due within the next 12 months. The majority of obligations ($146.8B) extend beyond five years, providing longer-term refinancing runway. Wolfspeed is flagged as high risk within this sector.
Companies in Sector
20
Total Sector Debt
$211.4B
High Risk
1
Avg Risk Score
2.4
| Company | Risk Score | Total Debt | 12mo Due |
|---|---|---|---|
|
Wolfspeed
WOLF |
8/10 High Risk | $1.7B | $6.5B |
|
Microchip Technology
MCHP |
6/10 Medium Risk | $5.4B | $1.4B |
|
NXP Semiconductors N.V
NXPI |
4/10 Medium Risk | $11.0B | $1.2B |
|
On Semiconductor
ON |
3/10 Low Risk | $3.0B | $0 |
|
Super Micro Computer
SMCI |
3/10 Low Risk | $120M | $75M |
|
AMD
AMD |
2/10 Low Risk | N/A | $875M |
|
Broadcom
AVGO |
2/10 Low Risk | $66.1B | $3.2B |
|
Intel
INTC |
2/10 Low Risk | $46.6B | $2.5B |
|
Lam Research
LRCX |
2/10 Low Risk | $4.5B | $750M |
|
Marvell Technology
MRVL |
2/10 Low Risk | $4.5B | $500M |
|
NVIDIA
NVDA |
2/10 Low Risk | $8.5B | $999M |
|
Texas Instruments
TXN |
2/10 Low Risk | $14.1B | $500M |
|
Analog Devices
ADI |
1/10 Low Risk | $6.5B | $0 |
|
Applied Materials
AMAT |
1/10 Low Risk | N/A | $0 |
|
Cadence Design Systems
CDNS |
1/10 Low Risk | N/A | N/A |
|
Micron Technology
MU |
1/10 Low Risk | $8.8B | $0 |
|
Qualcomm
QCOM |
1/10 Low Risk | $14.8B | $0 |
|
Synopsys
SNPS |
1/10 Low Risk | $10.0B | $25M |
|
Arm Holdings
ARM |
N/A | N/A | N/A |
|
KLA Corporation
KLAC |
N/A | $5.9B | $0 |