Ambarella vs ASPEED Technology
ASPEED Technology is larger by market cap ($22.4B vs $3.6B). Both are primarily Edge & IoT SoC companies.
Shared segment: Design (Fabless).
Side-by-side
| Ambarella | ASPEED Technology | |
|---|---|---|
| Market cap | $3.6B | $22.4B |
| Revenue | $391M (FY2026) | — |
| Primary segment | Edge & IoT SoC | Edge & IoT SoC |
| Market position | niche | leader |
| Country | United States | Taiwan |
| Tracked suppliers | 3 | 2 |
| Tracked customers | 1 | 5 |
| Chokepoint / criticality | 50/100 | 81/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-08-12. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Ambarella and ASPEED Technology compare
- Size: ASPEED Technology is the larger company by market cap.
- Supply-chain criticality: ASPEED Technology has the higher chokepoint score (81/100 vs 50/100).
- Footprint: Ambarella (United States) vs ASPEED Technology (Taiwan).