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NVDA compared with AOSL: revenue, margins and what each company keeps, and the suppliers and customers both name
NVDA
Nvidia Corp
Change
Mkt cap
Revenue
Revenue
AOSL
Alpha & Omega Semiconductor Ltd
Change
Mkt cap
Revenue
Revenue
vs
Compare
NVDA
Nvidia Corp
vs
AOSL
Alpha & Omega Semiconductor Ltd
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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NVDA
Nvidia Corp
Change
200.39
▼
−3.05%
· post 199.78
Mkt cap
$4.8T
Revenue
$96.2B
Q2 FY27
Revenue
$216B
FY26
AOSL
Alpha & Omega Semiconductor Ltd
Change
21.19
▼
−4.31%
· post 20.86
Closed
Nov 4 '26
Mkt cap
$640.6M
Revenue
$170M
Q4 FY26
Revenue
$679M
FY26
vs
Compare
Closed
Nov 4 '26
NVDA
Nvidia Corp
vs
AOSL
Alpha & Omega Semiconductor Ltd
200.39
▼
−3.05%
post 199.78
Price
21.19
▼
−4.31%
post 20.86
$4.8T
Mkt cap
$640.6M
Q2 FY27
$96.2B
Revenue
$170M
Q4 FY26
FY26
$216B
Revenue
$679M
FY26
Change
Change
NVDA
200.39
▼
−3.05%
vs
AOSL
21.19
▼
−4.31%
Closed
Nov 4 '26
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
Price
rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
NVDA, solid
AOSL, dashed
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 NVDA
24
MU
Micron
supplier
COHR
Coherent
supplier
HPQ
HP
customer
SMCI
Super Micro
customer
20 more · NVDA chain
›
Shared
0
No shared counterparties.
Only AOSL
3
—
JV
unlisted
supplier
—
Promate
unlisted
customer
—
WPG
unlisted
customer
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR