NVIDIA
NVIDIA is a leader in the Design (Fabless) segment of the semiconductor & AI supply chain, headquartered in United States. Its key suppliers include Ibiden, Unimicron, Advantest. Its key customers include Hon Hai (Foxconn), Quanta Computer, Wiwynn.
Dominant AI accelerator and GPU designer; also networking via Mellanox line.
- Ticker
- NASDAQ: NVDA
- Headquarters
- United States
- Revenue
- $215.9B (FY2026) · +65.5% YoY
- Net income
- $120.1B
- Operating margin
- 60.4%
- Market position
- leader
- Value-chain segment
- GPU & AI Accelerators, Networking Silicon
- Key products
- data center GPUs, GeForce, NVLink/InfiniBand
About NVIDIA
NVIDIA, headquartered in United States, operates in the GPU & AI Accelerators and Networking Silicon segments of the semiconductor & AI supply chain and is positioned as a market leader there. Its key products include data center GPUs, GeForce, NVLink/InfiniBand. wafergraph maps 104 tracked suppliers and 45 tracked customers for NVIDIA across the value chain. It has a supply-chain criticality score of 81/100, with 235 companies downstream of it. NVIDIA is a party to 5 tracked deals, including NVIDIA's attempted Arm acquisition; NVIDIA acquires Mellanox; NVIDIA–CoreWeave $6.3B capacity backstop.
Key products
- data center GPUs
- GeForce
- NVLink/InfiniBand
Suppliers
- Ibiden
- Unimicron
- Advantest
- Teradyne
- Synopsys
- Cadence Design Systems
- Siemens EDA
- Arm Holdings
- Rambus
- Ceva
- Imagination Technologies
- SiFive
- Andes Technology
- Alphawave Semi
- Arteris
- VeriSilicon
- Empyrean Technology
- TSMC
- SK hynix
- Micron Technology
- Samsung Electronics
- Technoprobe
- ASE Technology
- Amkor Technology
- King Yuan Electronics (KYEC)
- InnoLight Technology
- Eoptolink Technology
- Accelink Technologies
- Coherent
- Lumentum Holdings
- Fabrinet
- Vicor
- Monolithic Power Systems
- Innoscience
- Astera Labs
- Tenstorrent
- ASPEED Technology
- SiTime
- Intel
- Navitas Semiconductor
- GlobalFoundries
- United Microelectronics (UMC)
- SMIC
- Hua Hong Semiconductor
- Tower Semiconductor
- Vanguard International (VIS)
- Powerchip (PSMC)
- DB HiTek
- X-FAB
- Rapidus
- JCET Group
- Tongfu Microelectronics
- Huatian Technology
- Powertech Technology (PTI)
- ChipMOS Technologies
- UTAC Holdings
- Hana Micron
- Ayar Labs
- Keysight Technologies
- Primarius Technologies
- M31 Technology
- eMemory Technology
- Faraday Technology
- Win Semiconductors
- Nexchip Semiconductor
- SFA Semicon
- LB Semicon
- Nepes
- Greatek Electronics
- Orient Semiconductor (OSE)
- Lingsen Precision
- Applied Optoelectronics
- nLight
- StarFive
- Hamamatsu Photonics
- SkyWater Technology
- Lightmatter
- Celestial AI
- POET Technologies
- Codasip
- Lambda
- Achronix
- QuickLogic
- Flex Logix
- Semidynamics
- Aeva Technologies
- Ciena
- Source Photonics
- Sumitomo Electric Industries
- Furukawa Electric
- Kyocera
- Simmtech
- Shengyi Technology
- ITEQ
- Chipbond Technology
- Unisem
- Agile Analog
- Polar Semiconductor
- Atomera
- Sigurd Microelectronics
- Walton Advanced Engineering
- Integra Technologies
- Nokia
- CoolIT Systems Inc.
Customers
- Hon Hai (Foxconn)
- Quanta Computer
- Wiwynn
- Super Micro Computer
- Dell Technologies
- Hewlett Packard Enterprise
- CoreWeave
- Nebius Group
- Lambda
- Crusoe Energy
- Oracle
- Microsoft
- Amazon (Annapurna Labs)
- Alphabet (Google)
- Meta Platforms
- xAI
- OpenAI
- Anthropic
- Tesla
- Together AI
- IBM
- Mistral AI
- Baidu
- Alibaba Group
- Tencent
- Wistron
- Inventec
- Pegatron
- Celestica
- Jabil
- Gigabyte Technology
- Cohere
- Perplexity AI
- Hugging Face
- Scale AI
- Voltage Park
- Fluidstack
- AI21 Labs
- Inspur
- Lenovo
- Applied Digital
- IREN
- HIVE Digital Technologies
- Bit Digital
- Nscale