Ambarella vs indie Semiconductor

Both are primarily Edge & IoT SoC companies. Ambarella is larger by market cap ($2.8B vs $600M). Ambarella reports higher tracked revenue ($391M vs $217M).

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Side-by-side

Ambarellaindie Semiconductor
Market cap$2.8B$600M
Revenue$391M (FY2026)$217M (FY2025)
Primary segmentEdge & IoT SoCEdge & IoT SoC
Market positionnicheniche
CountryUnited StatesUnited States
Tracked suppliers32
Tracked customers10
Chokepoint / criticality50/1000/100

Market caps/revenue from the wafergraph dataset · data as of 2026-10-09. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.

How Ambarella and indie Semiconductor compare

  • Size: Ambarella is the larger company by market cap.
  • Revenue: Ambarella reports higher tracked revenue.
  • Supply-chain criticality: Ambarella has the higher chokepoint score (50/100 vs 0/100).
  • Footprint: Ambarella (United States) vs indie Semiconductor (United States).

Company hubs

Ambarella · indie Semiconductor · Design (Fabless) segment

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Cite as: wafergraph, “Ambarella vs indie Semiconductor”, https://wafergraph.com/compare/ambarella-vs-indie_semiconductor (data as of 2026-10-09).

Frequently asked questions3
Is Ambarella bigger than indie Semiconductor?
Ambarella is larger by market cap ($2.8B vs $600M).
What's the difference between Ambarella and indie Semiconductor?
Ambarella is a niche in Edge & IoT SoC based in United States; indie Semiconductor is a niche in Edge & IoT SoC based in United States. Both operate in the Design (Fabless) segment.
Who are Ambarella's and indie Semiconductor's suppliers?
wafergraph tracks 3 suppliers for Ambarella and 2 for indie Semiconductor.