Semtech vs SG Micro
Semtech is larger by market cap ($12.2B vs $11.8B). Semtech reports higher tracked revenue ($1.0B vs $579M). Semtech's primary segment is Networking Silicon; SG Micro's is Analog & Mixed Signal.
Shared segment: Analog, Power, RF.
Side-by-side
| Semtech | SG Micro | |
|---|---|---|
| Market cap | $12.2B | $11.8B |
| Revenue | $1.0B (FY2026) | $579M (FY2025) |
| Primary segment | Networking Silicon | Analog & Mixed Signal |
| Market position | major | challenger |
| Country | United States | China |
| Tracked suppliers | 2 | 6 |
| Tracked customers | 1 | 1 |
| Chokepoint / criticality | 8/100 | 1/100 |
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 Semtech and SG Micro 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 1/100).
- Footprint: Semtech (United States) vs SG Micro (China).