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Analog Devices (ADI) investment Quality Rating (AA)
Old York Financial issues a (AA) Operational Quality Rating for Analog Devices (ADI). Analysis of $5.5B Owner Earnings, 69% gross margins, and dominance in Industrial/EV sensor markets. View the 2025 signal sovereign registry.
NXP Semiconductors N.V. (NXPI) investment Quality Rating (A)
Old York Financial issues an (A) Operational Quality Rating for NXP Semiconductors (NXPI). Forensic analysis of $3.28B Owner Earnings, 58% automotive revenue concentration, and SDV growth. View the 2025 industrial semiconductor registry.
Arm Holdings (ARM) investment Quality Rating (AAA)
Old York Financial issues a (AAA) Operational Quality Rating for Arm Holdings (ARM). Analysis of $1.34B Owner Earnings, 96% gross margins, and the shift to Armv9 architecture in AI data centers. View the 2025 architectural sovereign registry.
Lam Research (LRCX) investment Quality Rating (AA)
Old York Financial issues a (AA) Operational Quality Rating for Lam Research (LRCX). Analysis of $5.83B Owner Earnings, 34% operating margins, and the HBM4/3D NAND growth engine. View the 2025 semiconductor equipment registry.
KLA Corporation (KLAC) investment Quality Rating (AA)
Old York Financial issues a (AA) Operational Quality Rating for KLA Corp (KLAC). Analysis of $4.17B Owner Earnings, 62% gross margins, and dominance in AI chip yield management. View the 2025 semiconductor gatekeeper registry.
Micron Technology (MU) investment Quality Rating (BBB)
Old York Financial issues a (BBB) Operational Quality Rating for Micron Technology (MU). Analysis of $12.2B Owner Earnings, HBM3E sold-out status through 2026, and the impact of 26% operating margins. View the 2025 memory sector registry.
Qualcomm Inc. (QCOM) investment Quality Rating (A)
Old York Financial issues an (A) Operational Quality Rating for Qualcomm Inc. (QCOM). Forensic analysis of $14.9B Owner Earnings, 72% licensing margins, and the Automotive pivot. View the 2025 registry for the edge AI sovereign.
AMD (AMD) investment Quality Rating (AA)
Old York Financial issues a (AA) Operational Quality Rating for AMD. Analysis of $9.7B Owner Earnings, record $34.6B revenue, and Data Center AI dominance. View the 2025 registry for the semiconductor compute challenger.
Broadcom Inc. (AVGO) investment Quality Rating (AAA)
Old York Financial issues a (AAA) Operational Quality Rating for Broadcom Inc. (AVGO). Forensic analysis of $39.9B Owner Earnings, 67% EBITDA margins, and VMware integration. View the 2025 registry for semiconductor sovereigns.
Cadence Design Systems, Inc. (CDNS) investment Quality rating (AA)
Old York Financial issues an (AA) Operational Quality Rating for Cadence (CDNS). Forensic analysis of the $1.8B Owner Earnings, 44.6% margins, and the record $7.8B backlog. View the 2025 registry for the EDA efficiency sovereign.
Synopsys, Inc. (SNPS) investment Quality Rating (A)
Old York Financial issues an (A) Operational Quality Rating for Synopsys (SNPS). Clinical analysis of the $11.4B backlog, Ansys integration impact, and $2.0B Owner Earnings. View the 2025 registry for EDA and AI design sovereigns.
Intel Corporation (INTC) investment Quality Rating (B)
Intel (INTC) receives a (B) Operational Quality Rating for 2025. Forensic analysis of its $52.9B revenue, -4.2% operating margin, and the high-stakes 18A foundry pivot.
Texas Instruments (TXN) investment Quality Rating (AA)
Texas Instruments (TXN) earns a (AA) Operational Quality Rating for 2025. Forensic analysis of its $17.7B revenue, 34% operating margins, and $6.5B owner return program.
ASML Holding N.V. (ASML) investment Quality Rating (AAA)
ASML receives a (AAA) Operational Quality Rating for 2025. Forensic analysis of its €32.7B revenue, 52.8% gross margins, and the undisputed monopoly on High-NA EUV lithography.
Taiwan Semiconductor Manufacturing (TSM) investment Quality Rating (AAA)
TSMC (TSM) earns a (AAA) Operational Quality Rating for 2025. Forensic audit of its $122.4B record revenue, 50.8% operating margin, and the 2nm "Monopoly-Lite" moat.
Applied Materials (AMAT) investment Quality Rating (AA)
Applied Materials (AMAT) receives an elite (AA) Operational Quality Rating for 2025. Forensic analysis of its $28.37B record revenue, 35.5% ROIC, and its $10B capital return program.
NVIDIA Corporation (NVDA) investment Quality Rating (AAA)
Access the forensic (AAA) rating for NVIDIA (NVDA). Old York Financial Analysis NVDA’s $75B Owner Earnings, 62.3% ROIC, and the "CUDA" software moat. See why the "Sovereign of Silicon" is the 2026 benchmark for capital-light velocity.