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

NVDANvidia Corp

Mkt capRevenueRevenue

ONON Semiconductor Corp

Mkt capRevenueRevenue

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NVDANvidia Corp

ONON Semiconductor Corp

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Supply-chain overlap

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

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Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only NVDA 24

MUMicronsupplier

COHRCoherentsupplier

HPQHPcustomer

SMCISuper Microcustomer

20 more · NVDA chain ›

Shared 0

No shared counterparties.

Only ON 3

—One distributorunlistedcustomer

—one distributor customerunlistedcustomer

—Aura Semiconductorunlistedsupplier

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

NVDANvidia Corp

202.10· pre 207.59

Mkt cap$4.9TRevenue$96.2BQ2 FY27Revenue$216BFY26

ONON Semiconductor Corp

70.12· pre 72.91· delayed

Pre-marketNov 3 '26

Mkt cap$27.9BRevenue$1.7BQ3 FY26Revenue$6.0BFY25

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Pre-marketNov 3 '26

NVDANvidia Corp

ONON Semiconductor Corp

202.10pre 207.59

Price

70.12pre 72.91delayed

$4.9T

Mkt cap

$27.9B

Q2 FY27$96.2B

Revenue

$1.7BQ3 FY26

FY26$216B

Revenue

$6.0BFY25

NVDA202.10vsON70.12Pre-marketNov 3 '26