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AOSL compared with NVDA: revenue, margins and what each company keeps, and the suppliers and customers both name
AOSL
Alpha & Omega Semiconductor Ltd
Change
Mkt cap
Revenue
Revenue
NVDA
Nvidia Corp
Change
Mkt cap
Revenue
Revenue
vs
Compare
AOSL
Alpha & Omega Semiconductor Ltd
vs
NVDA
Nvidia Corp
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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Revenue flow
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AOSL
Alpha & Omega Semiconductor Ltd
Change
22.05
▼
−0.42%
Mkt cap
$643.0M
Revenue
$170M
Q4 FY26
Revenue
$679M
FY26
NVDA
Nvidia Corp
Change
204.77
▼
−0.93%
Regular session
Nov 4 '26
Mkt cap
$5.0T
Revenue
$96.2B
Q2 FY27
Revenue
$216B
FY26
vs
Compare
Regular session
Nov 4 '26
AOSL
Alpha & Omega Semiconductor Ltd
vs
NVDA
Nvidia Corp
22.05
▼
−0.42%
Price
204.77
▼
−0.93%
$643.0M
Mkt cap
$5.0T
Q4 FY26
$170M
Revenue
$96.2B
Q2 FY27
FY26
$679M
Revenue
$216B
FY26
Change
Change
AOSL
22.05
▼
−0.42%
vs
NVDA
204.77
▼
−0.93%
Regular session
Nov 4 '26
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
Price
Supply-chain overlap
Revenue flow
AOSL: latest quarter is a loss; flow not drawable.
Method
›
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only AOSL
3
—
JV
unlisted
supplier
—
Promate
unlisted
customer
—
WPG
unlisted
customer
Shared
0
No shared counterparties.
Only NVDA
24
MU
Micron
supplier
COHR
Coherent
supplier
HPQ
HP
customer
SMCI
Super Micro
customer
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
20 more · NVDA chain
›
Price
rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
AOSL, solid
NVDA, dashed