Qualcomm vs Semtech
Qualcomm is larger by market cap ($170.8B vs $12.2B). Qualcomm reports higher tracked revenue ($44.3B vs $1.0B). Qualcomm's primary segment is Mobile SoC; Semtech's is Networking Silicon.
Shared segment: Design (Fabless).
Side-by-side
| Qualcomm | Semtech | |
|---|---|---|
| Market cap | $170.8B | $12.2B |
| Revenue | $44.3B (FY2025) | $1.0B (FY2026) |
| Primary segment | Mobile SoC | Networking Silicon |
| Market position | leader | major |
| Country | United States | United States |
| Tracked suppliers | 68 | 2 |
| Tracked customers | 4 | 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 Qualcomm and Semtech compare
- Size: Qualcomm is the larger company by market cap.
- Revenue: Qualcomm reports higher tracked revenue.
- Supply-chain criticality: Qualcomm has the higher chokepoint score (81/100 vs 8/100).
- Footprint: Qualcomm (United States) vs Semtech (United States).