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

SMTCSemtech Corp

Mkt capRevenueRevenue

NVDANvidia Corp

Mkt capRevenueRevenue

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SMTCSemtech Corp

NVDANvidia Corp

Price

Mkt cap

Revenue

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

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Co-movers

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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Co-movers

daily closes · 499dMethod ›

Moved together

SMTCwithNVDA

×0.27co-movement · NVDA on SMTC · 499d

r 0.49scale to r 0.75

Shared co-movers3with SMTCwith NVDA

COHRCoherent Corp.r 0.66r 0.58

MPWRMonolithic Power Systems, Inc.r 0.57r 0.57

ETNEaton Corp plcr 0.56r 0.60

SMTC, solidNVDA, hatched× = co-movement · βr = correlationBar = r to r 0.75Order: weaker of A and BSource: daily closes

SMTCSemtech Corp

93.51▼−15.73%

Mkt cap$10.4BRevenue$342MQ2 FY27Revenue$1.0BFY26

NVDANvidia Corp

182.73▼−8.70%

Regular sessionNov 5 '26

Mkt cap$4.8TRevenue$96.2BQ2 FY27Revenue$216BFY26

Compare

Regular sessionNov 5 '26

SMTCSemtech Corp

NVDANvidia Corp

93.51▼−15.73%

Price

182.73▼−8.70%

$10.4B

Mkt cap

$4.8T

Q2 FY27$342M

Revenue

$96.2BQ2 FY27

FY26$1.0B

Revenue

$216BFY26

SMTC93.51▼−15.73%vsNVDA182.73▼−8.70%Regular sessionNov 5 '26