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AMBA compared with AOSL: revenue, margins and what each company keeps, and the suppliers and customers both name
AMBA
Ambarella Inc
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Mkt cap
Revenue
Revenue
AOSL
Alpha & Omega Semiconductor Ltd
Change
Mkt cap
Revenue
Revenue
vs
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AMBA
Ambarella Inc
vs
AOSL
Alpha & Omega Semiconductor Ltd
Price
Mkt cap
Revenue
Revenue
Change
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Supply-chain overlap
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Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only AMBA
0
None
Shared
0
No disclosed counterparties: AMBA.
Only AOSL
3
—
JV
unlisted
supplier
—
Promate
unlisted
customer
—
WPG
unlisted
customer
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
AMBA
Ambarella Inc
Change
58.53
▲
+6.10%
· post 58.53
· delayed
Mkt cap
$2.6B
Revenue
$108M
Q2 FY27
Revenue
$285M
FY25
AOSL
Alpha & Omega Semiconductor Ltd
Change
23.48
▲
+27.06%
· post 23.49
· delayed
After hours
Nov 6 '26
delayed
Mkt cap
$715.7M
Revenue
$178M
Q1 FY27
Revenue
$679M
FY26
vs
Compare
After hours
Nov 6 '26
delayed
AMBA
Ambarella Inc
vs
AOSL
Alpha & Omega Semiconductor Ltd
58.53
▲
+6.10%
post 58.53
delayed
Price
23.48
▲
+27.06%
post 23.49
delayed
$2.6B
Mkt cap
$715.7M
Q2 FY27
$108M
Revenue
$178M
Q1 FY27
FY25
$285M
Revenue
$679M
FY26
Change
Change
AMBA
58.53
▲
+6.10%
vs
AOSL
23.48
▲
+27.06%
After hours
Nov 6 '26
delayed