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

WOLFWolfspeed, Inc.

Mkt capRevenueRevenue

NVDANvidia Corp

Mkt capRevenueRevenue

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WOLFWolfspeed, Inc.

NVDANvidia 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 WOLF 4

BWABorgwarnercustomer

—Renesasunlistedsupplier

—CreeLEDunlistedcustomer

—SGHunlistedcustomer

Shared 0

No shared counterparties.

Only NVDA 24

MUMicronsupplier

COHRCoherentsupplier

HPQHPcustomer

SMCISuper Microcustomer

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

20 more · NVDA chain ›

WOLFWolfspeed, Inc.

22.00▼−11.84%· post 22.07

Mkt cap$1.2BRevenue$150MQ3 FY26Revenue$758MFY25

NVDANvidia Corp

204.27▼−4.40%· post 205.25

ClosedOct 30 '26

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

Compare

ClosedOct 30 '26

WOLFWolfspeed, Inc.

NVDANvidia Corp

22.00▼−11.84%post 22.07

Price

204.27▼−4.40%post 205.25

$1.2B

Mkt cap

$4.9T

Q3 FY26$150M

Revenue

$96.2BQ2 FY27

FY25$758M

Revenue

$216BFY26

WOLF22.00▼−11.84%vsNVDA204.27▼−4.40%ClosedOct 30 '26