| Stage | ADI | % of rev | NVDA | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $4.0B | 100.00% | $96.2B | 100.00% | NVDA ×23.92 |
| Gross profit | $2.7B | 67.32% | $72.1B | 74.98% | NVDA +7.7pp |
| Operating income | $1.6B | 40.10% | $63.7B | 66.24% | NVDA +26.1pp |
| Pre-tax income | $1.5B | 38.44% | $71.5B | 74.32% | NVDA +35.9pp |
| Net income | $1.3B | 33.32% | $59.7B | 62.03% | NVDA +28.7pp |
| Stage | ADI | NVDA | Gap · A − B |
|---|---|---|---|
| Revenue | $4.0B100.00% | $96.2B100.00% | NVDA ×23.92 |
| Gross profit | 67.32%$2.7B | 74.98%$72.1B | NVDA +7.7pp |
| Operating income | 40.10%$1.6B | 66.24%$63.7B | NVDA +26.1pp |
| Pre-tax income | 38.44%$1.5B | 74.32%$71.5B | NVDA +35.9pp |
| Net income |
| 33.32%$1.3B |
| 62.03%$59.7B |
| NVDA +28.7pp |
ADI 10-KNov 26 '24
“We currently source more than half of our wafer requirements annually from third-party wafer foundries, including Taiwan Semiconductor Manufacturing Company (TSMC) and others.”
NVDAFeb 25 '26
“We utilize foundries, such as Taiwan Semiconductor Manufacturing Company Limited, or TSMC, and Samsung Electronics Co., Ltd., or Samsung, to produce our semiconductor wafers.”