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LEDS compared with NVDA: revenue, margins and what each company keeps, and the suppliers and customers both name
LEDS
SemiLEDs Corp
Change
Mkt cap
Revenue
Revenue
NVDA
Nvidia Corp
Change
Mkt cap
Revenue
Revenue
vs
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LEDS
SemiLEDs Corp
vs
NVDA
Nvidia Corp
Price
Mkt cap
Revenue
Revenue
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Supply chain
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Supply-chain overlap
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Supply-chain overlap
direct ties · both sides
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direct ties · both sides
Only LEDS
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None
Shared
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No disclosed counterparties: LEDS.
Only NVDA
24
MU
Micron
supplier
COHR
Coherent
supplier
HPQ
HP
customer
SMCI
Super Micro
customer
20 more · NVDA chain
›
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
LEDS
SemiLEDs Corp
Change
2.10
▼
−1.49%
· post 2.10
Mkt cap
$17.5M
Revenue
$9M
Q3 FY26
Revenue
$43M
FY25
NVDA
Nvidia Corp
Change
200.39
▼
−3.05%
· post 199.78
Closed
Nov 4 '26
Mkt cap
$4.8T
Revenue
$96.2B
Q2 FY27
Revenue
$216B
FY26
vs
Compare
Closed
Nov 4 '26
LEDS
SemiLEDs Corp
vs
NVDA
Nvidia Corp
2.10
▼
−1.49%
post 2.10
Price
200.39
▼
−3.05%
post 199.78
$17.5M
Mkt cap
$4.8T
Q3 FY26
$9M
Revenue
$96.2B
Q2 FY27
FY25
$43M
Revenue
$216B
FY26
Change
Change
LEDS
2.10
▼
−1.49%
vs
NVDA
200.39
▼
−3.05%
Closed
Nov 4 '26