Semtech vs TDK
TDK is larger by market cap ($37.2B vs $12.2B). TDK reports higher tracked revenue ($3.3B vs $1.0B). Semtech's primary segment is Networking Silicon; TDK's is RF.
Shared segment: Analog, Power, RF.
Side-by-side
| Semtech | TDK | |
|---|---|---|
| Market cap | $12.2B | $37.2B |
| Revenue | $1.0B (FY2026) | $3.3B (FY2026) |
| Primary segment | Networking Silicon | RF |
| Market position | major | leader |
| Country | United States | Japan |
| Tracked suppliers | 2 | 0 |
| Tracked customers | 1 | 2 |
| Chokepoint / criticality | 8/100 | 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 Semtech and TDK compare
- Size: TDK is the larger company by market cap.
- Revenue: TDK reports higher tracked revenue.
- Supply-chain criticality: TDK has the higher chokepoint score (81/100 vs 8/100).
- Footprint: Semtech (United States) vs TDK (Japan).