Nvidia, Micron, Broadcom, and Applied Materials are projected to reach a combined free cash flow of $430 billion over the coming 12-month period. This figure represents a record-breaking milestone for the group of semiconductor and equipment manufacturers.
The anticipated $430 billion total marks a significant surge in liquidity, more than tripling the free cash flow these four companies produced just two years prior. This rapid financial expansion highlights the accelerating profitability within the global chip industry.