Montage Technology vs Semtech
Montage Technology is larger by market cap ($39.1B vs $12.2B). Semtech reports higher tracked revenue ($1.0B vs $810M). Both are primarily Networking Silicon companies.
Shared segment: Design (Fabless).
Side-by-side
| Montage Technology | Semtech | |
|---|---|---|
| Market cap | $39.1B | $12.2B |
| Revenue | $810M (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 2026-08-12. 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).