Supply-chain overlap

direct ties · both sidesSources

direct ties · both sides

Only NVDA 24

MUMicronsupplier

COHRCoherentsupplier

HPQHPcustomer

SMCISuper Microcustomer

Shared 0

No disclosed counterparties: AXTI.

Only AXTI 0

None

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

NVDANvidia Corp

186.71+2.82%· post 188.72

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

AXTIAXT Inc

38.89+5.92%· post 39.03

ClosedNov 6 '26

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

vs

Compare

ClosedNov 6 '26

NVDANvidia Corp

vs

AXTIAXT Inc

186.71+2.82%post 188.72

Price

38.89+5.92%post 39.03

$4.5T

Mkt cap

$2.5B

Q2 FY27$96.2B

Revenue

$48MQ2 FY26

FY26$216B

Revenue

$88MFY25

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