Allegro MicroSystems vs Semtech
Semtech is larger by market cap ($12.2B vs $7.9B). Semtech reports higher tracked revenue ($1.0B vs $890M). Allegro MicroSystems's primary segment is Analog & Mixed Signal; Semtech's is Networking Silicon.
Shared segment: Analog, Power, RF.
Side-by-side
| Allegro MicroSystems | Semtech | |
|---|---|---|
| Market cap | $7.9B | $12.2B |
| Revenue | $890M (FY2026) | $1.0B (FY2026) |
| Primary segment | Analog & Mixed Signal | Networking Silicon |
| Market position | major | major |
| Country | United States | United States |
| Tracked suppliers | 4 | 2 |
| Tracked customers | 0 | 1 |
| Chokepoint / criticality | 0/100 | 8/100 |
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 Allegro MicroSystems and Semtech compare
- Size: Semtech 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: Allegro MicroSystems (United States) vs Semtech (United States).