Ambarella vs Nordic Semiconductor
Ambarella is larger by market cap ($3.6B vs $3.5B). Nordic Semiconductor reports higher tracked revenue ($6.5B vs $391M). Both are primarily Edge & IoT SoC companies.
Shared segment: Design (Fabless).
Side-by-side
| Ambarella | Nordic Semiconductor | |
|---|---|---|
| Market cap | $3.6B | $3.5B |
| Revenue | $391M (FY2026) | $6.5B (FY2025) |
| Primary segment | Edge & IoT SoC | Edge & IoT SoC |
| Market position | niche | leader |
| Country | United States | Norway |
| Tracked suppliers | 3 | 2 |
| Tracked customers | 1 | 1 |
| 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 Nordic Semiconductor compare
- Size: Ambarella is the larger company by market cap.
- Revenue: Nordic Semiconductor reports higher tracked revenue.
- Supply-chain criticality: Nordic Semiconductor has the higher chokepoint score (81/100 vs 50/100).
- Footprint: Ambarella (United States) vs Nordic Semiconductor (Norway).