NVIDIA vs Semtech
NVIDIA's primary segment is GPU & AI Accelerators; Semtech's is Networking Silicon. NVIDIA is larger by market cap ($5.57T vs $17.5B). NVIDIA reports higher tracked revenue ($215.9B vs $1.0B).
Track the chain
What moved in the semiconductor supply chain — This Week in the Chain, the free weekly wafergraph briefing.
Subscribe to the free weekly briefing →
Free · no login · 615 companies, updated weekly
Side-by-side
| NVIDIA | Semtech | |
|---|---|---|
| Market cap | $5.57T | $17.5B |
| Revenue | $215.9B (FY2026) | $1.0B (FY2026) |
| Primary segment | GPU & AI Accelerators | Networking Silicon |
| Market position | leader | major |
| Country | United States | United States |
| Tracked suppliers | 104 | 2 |
| Tracked customers | 45 | 1 |
| Chokepoint / criticality | 81/100 | 8/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-10-09. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How NVIDIA and Semtech compare
- Size: NVIDIA is the larger company by market cap.
- Revenue: NVIDIA reports higher tracked revenue.
- Supply-chain criticality: NVIDIA has the higher chokepoint score (81/100 vs 8/100).
- Footprint: NVIDIA (United States) vs Semtech (United States).
Company hubs
Open the interactive comparison tool →
Cite as: wafergraph, “NVIDIA vs Semtech”, https://wafergraph.com/compare/nvidia-vs-semtech (data as of 2026-10-09).
Frequently asked questions3
- Is NVIDIA bigger than Semtech?
- NVIDIA is larger by market cap ($5.57T vs $17.5B).
- What's the difference between NVIDIA and Semtech?
- NVIDIA is a leader in GPU & AI Accelerators based in United States; Semtech is a major in Networking Silicon based in United States. Both operate in the Design (Fabless) segment.
- Who are NVIDIA's and Semtech's suppliers?
- wafergraph tracks 104 suppliers for NVIDIA and 2 for Semtech — NVIDIA's include Ibiden, Unimicron, Advantest.