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SMTC compared with NVDA: revenue, margins and what each company keeps, and the suppliers and customers both name
SMTC
Semtech Corp
Change
Mkt cap
Revenue
Revenue
NVDA
Nvidia Corp
Change
Mkt cap
Revenue
Revenue
vs
Compare
SMTC
Semtech Corp
vs
NVDA
Nvidia Corp
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
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Event sensitivity
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Supply-chain overlap
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Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only SMTC
1
CHPT
ChargePoint
customer
Shared
0
No shared counterparties.
Only NVDA
24
MU
Micron
supplier
COHR
Coherent
supplier
HPQ
HP
customer
SMCI
Super Micro
customer
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
20 more · NVDA chain
›
SMTC
Semtech Corp
Change
103.02
▲
+12.54%
· post 103.00
Mkt cap
$8.5B
Revenue
$342M
Q2 FY27
Revenue
$1.0B
FY26
NVDA
Nvidia Corp
Change
186.71
▲
+2.82%
· post 188.72
Closed
Nov 6 '26
Mkt cap
$4.5T
Revenue
$96.2B
Q2 FY27
Revenue
$216B
FY26
vs
Compare
Closed
Nov 6 '26
SMTC
Semtech Corp
vs
NVDA
Nvidia Corp
103.02
▲
+12.54%
post 103.00
Price
186.71
▲
+2.82%
post 188.72
$8.5B
Mkt cap
$4.5T
Q2 FY27
$342M
Revenue
$96.2B
Q2 FY27
FY26
$1.0B
Revenue
$216B
FY26
Change
Change
SMTC
103.02
▲
+12.54%
vs
NVDA
186.71
▲
+2.82%
Closed
Nov 6 '26