Montage Technology vs Semtech
Both are primarily Networking Silicon companies. Montage Technology is larger by market cap ($36.4B vs $15.6B). Semtech reports higher tracked revenue ($1.0B vs $815M).
Shared segment: Design (Fabless).
Side-by-side
| Montage Technology | Semtech | |
|---|---|---|
| Market cap | $36.4B | $15.6B |
| Revenue | $815M (FY2025) | $1.0B (FY2026) |
| Primary segment | Networking Silicon | Networking Silicon |
| Market position | niche | major |
| Country | China | United States |
| Tracked suppliers | 3 | 2 |
| Tracked customers | 0 | 1 |
| Chokepoint / criticality | 0/100 | 8/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-09-16. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Montage Technology and Semtech compare
- Size: Montage Technology is the larger company by market cap.
- Revenue: Semtech reports higher tracked revenue.
- Supply-chain criticality: Semtech has the higher chokepoint score (8/100 vs 0/100).
- Footprint: Montage Technology (China) vs Semtech (United States).
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Cite as: wafergraph, “Montage Technology vs Semtech”, https://wafergraph.com/compare/montage-vs-semtech (data as of 2026-09-16).