Supply-chain overlap

direct ties · both sidesSources

direct ties · both sides

Only AXTI 0

None

Shared 0

No disclosed counterparties: AXTI.

Only NVDA 24

MUMicronsupplier

COHRCoherentsupplier

HPQHPcustomer

SMCISuper Microcustomer

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

AXTIAXT Inc

38.89+5.92%· post 39.03

Mkt cap$2.5BRevenue$48MQ2 FY26Revenue$88MFY25

NVDANvidia Corp

186.71+2.82%· post 188.72

ClosedNov 6 '26

Mkt cap$4.5TRevenue$96.2BQ2 FY27Revenue$216BFY26

vs

Compare

ClosedNov 6 '26

AXTIAXT Inc

vs

NVDANvidia Corp

38.89+5.92%post 39.03

Price

186.71+2.82%post 188.72

$2.5B

Mkt cap

$4.5T

Q2 FY26$48M

Revenue

$96.2BQ2 FY27

FY25$88M

Revenue

$216BFY26

AXTI compared with NVDA: revenue, margins and what each company keeps, and the suppliers and customers both name