NVIDIA vs Semtech
NVIDIA is larger by market cap ($5.27T vs $12.2B). NVIDIA reports higher tracked revenue ($215.9B vs $1.0B). NVIDIA's primary segment is GPU & AI Accelerators; Semtech's is Networking Silicon.
Shared segment: Design (Fabless).
Side-by-side
| NVIDIA | Semtech | |
|---|---|---|
| Market cap | $5.27T | $12.2B |
| Revenue | $215.9B (FY2026) | $1.0B (FY2026) |
| Primary segment | GPU & AI Accelerators | Networking Silicon |
| Market position | leader | major |
| Country | United States | United States |
| Tracked suppliers | 104 | 2 |
| Tracked customers | 45 | 1 |
| Chokepoint / criticality | 81/100 | 8/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-08-12. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How NVIDIA and Semtech compare
- Size: NVIDIA is the larger company by market cap.
- Revenue: NVIDIA reports higher tracked revenue.
- Supply-chain criticality: NVIDIA has the higher chokepoint score (81/100 vs 8/100).
- Footprint: NVIDIA (United States) vs Semtech (United States).