| Stage | NVDA | % of rev | SITM | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $96.2B | 100.00% | $157M | 100.00% | NVDA ×611.19 |
| Gross profit | $72.1B | 74.98% | $99M | 62.97% | NVDA +12.0pp |
| Operating income | $63.7B | 66.24% | $8M | 5.22% | NVDA +61.0pp |
| Pre-tax income | $71.5B | 74.32% | $18M | 11.56% | NVDA +62.8pp |
| Net income | $59.7B | 62.03% | $18M | 11.53% | NVDA +50.5pp |
| Stage | NVDA | SITM | Gap · A − B |
|---|---|---|---|
| Revenue | $96.2B100.00% | $157M100.00% | NVDA ×611.19 |
| Gross profit | 74.98%$72.1B | 62.97%$99M | NVDA +12.0pp |
| Operating income | 66.24%$63.7B | 5.22%$8M | NVDA +61.0pp |
| Pre-tax income | 74.32%$71.5B | 11.56%$18M | NVDA +62.8pp |
| Net income |
| 62.03%$59.7B |
| 11.53%$18M |
| NVDA +50.5pp |
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.”
SITM 10-KFeb 11 '26
“We use Robert Bosch LLC ("Bosch") in Germany, Taiwan Semiconductor Manufacturing Company ("TSMC") and United Microelectronics Corporation ("UMC") in Taiwan, and Teledyne Digital Imaging Inc. ("Teledyne") in Canada as our primary foundries and suppliers for our MEMS timing devices and analog mixed-signal circuit ICs.”