| Stage | FORM | % of rev | NVDA | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $281M | 100.00% | $96.2B | 100.00% | NVDA ×342.98 |
| Gross profit | $153M | 54.68% | $72.1B | 74.98% | NVDA +20.3pp |
| Operating income | $82M | 29.08% | $63.7B | 66.24% | NVDA +37.2pp |
| Pre-tax income | $85M | 30.22% | $71.5B | 74.32% | NVDA +44.1pp |
| Net income | $74M | 26.31% | $59.7B | 62.03% | NVDA +35.7pp |
| Stage | FORM | NVDA | Gap · A − B |
|---|---|---|---|
| Revenue | $281M100.00% | $96.2B100.00% | NVDA ×342.98 |
| Gross profit | 54.68%$153M | 74.98%$72.1B | NVDA +20.3pp |
| Operating income | 29.08%$82M | 66.24%$63.7B | NVDA +37.2pp |
| Pre-tax income | 30.22%$85M | 74.32%$71.5B | NVDA +44.1pp |
| Net income |
| 26.31%$74M |
| 62.03%$59.7B |
| NVDA +35.7pp |
FORM 10-KFeb 20 '26
“Taiwan Semiconductor Manufacturing Company Ltd. * * 10.4 % * * * * *”
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.”
FORM 10-KFeb 21 '25
“The following customers represented 10% or more of our quarterly revenues for the quarters indicated: Fiscal Quarters Ended Dec. 28, 2024 Sep. 28, 2024 Jun. 29, 2024 Mar. 30, 2024 Dec. 30, 2023 Sep. 30, 2023 Jul. 1, 2023 Apr. 1, 2023 SK hynix Inc. 22.0 % 18.1 % 19.5 % 15.5 % 10.7 % * * * Intel Corporation * 17.1 % 16.7 % 15.7 % 16.7 % 17.1 % 14.2 % 20.0 % Samsung Electronics Co., LTD. * * * 12.4 % * 11.2 % * * 22.0 % 35.2 % 36.2 % 43.6 % 27.4 % 28.3 % 14.2 % 20.0 % * Less than 10% of revenues.”
NVDAFeb 25 '26
“We purchase memory from SK Hynix Inc., Micron Technology, Inc., and Samsung.”
FORM 10-KFeb 20 '26
“Samsung Electronics Co., Ltd. * * * * * * * 12.4 %”
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.”