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Nvidia Corp (NASDAQ: NVDA) |
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Nvidia's Suppliers Performance
NVDA's Supply Chain
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NVDA Costs vs Sales of Suppliers Growth |
Nvidia's Suppliers recorded an increase in sales by 60.8 % year on year in Q4 2024, sequentially sales grew by 125.28 %, Nvidia recorded an increase in cost of sales by 99.72 % year on year, sequentially cost of sales grew by 18.86 % in Q4.
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Nvidia's Suppliers recorded an increase in sales by 60.8 % year on year in Q4 2024, sequentially sales grew by 125.28 %, Nvidia recorded increase in cost of sales by 99.72 % year on year, sequentially cost of sales grew by 18.86 % in Q4.
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More on NVDA Suppliers
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Nvidia's Comment on Supply Chain
We utilize a fabless and contracting manufacturing strategy, whereby we employ and partner with key suppliers for all phases of the manufacturing process, including wafer fabrication, assembly, testing, and packaging. We use the expertise of industry-leading suppliers that are certified by the International Organization for Standardization in such areas as fabrication, assembly, quality control and assurance, reliability, and testing. Additionally, we can avoid many of the significant costs and risks associated with owning and operating manufacturing operations. While we may directly procure certain raw materials used in the production of our products, such as memory, substrates, and a variety of components, our suppliers are responsible for procurement of most raw materials used in the production of our products. As a result, we can focus our resources on product design, quality assurance, marketing, and customer support. In periods of growth, we may place non-cancellable inventory orders for certain product components in advance of our historical lead times, pay premiums, or provide deposits to secure future supply and capacity and may need to continue to do so.
We have expanded our supplier relationships to build redundancy and resilience in our operations to provide long-term manufacturing capacity aligned with growing customer demand. Our supply chain is concentrated in the Asia-Pacific region. We utilize foundries, such as Taiwan Semiconductor Manufacturing Company Limited, or TSMC, and Samsung Electronics Co., Ltd., or Samsung, to produce our semiconductor wafers. We purchase memory from Micron Technology, Inc., SK Hynix Inc., and Samsung. We utilize CoWoS technology for semiconductor packaging. We engage with independent subcontractors and contract manufacturers such as Hon Hai Precision Industry Co., Ltd., Wistron Corporation, and Fabrinet to perform assembly, testing and packaging of our final products.
Nvidia's Comment on Supply Chain
We utilize a fabless and contracting manufacturing strategy, whereby we employ and partner with key suppliers for all phases of the manufacturing process, including wafer fabrication, assembly, testing, and packaging. We use the expertise of industry-leading suppliers that are certified by the International Organization for Standardization in such areas as fabrication, assembly, quality control and assurance, reliability, and testing. Additionally, we can avoid many of the significant costs and risks associated with owning and operating manufacturing operations. While we may directly procure certain raw materials used in the production of our products, such as memory, substrates, and a variety of components, our suppliers are responsible for procurement of most raw materials used in the production of our products. As a result, we can focus our resources on product design, quality assurance, marketing, and customer support. In periods of growth, we may place non-cancellable inventory orders for certain product components in advance of our historical lead times, pay premiums, or provide deposits to secure future supply and capacity and may need to continue to do so.
We have expanded our supplier relationships to build redundancy and resilience in our operations to provide long-term manufacturing capacity aligned with growing customer demand. Our supply chain is concentrated in the Asia-Pacific region. We utilize foundries, such as Taiwan Semiconductor Manufacturing Company Limited, or TSMC, and Samsung Electronics Co., Ltd., or Samsung, to produce our semiconductor wafers. We purchase memory from Micron Technology, Inc., SK Hynix Inc., and Samsung. We utilize CoWoS technology for semiconductor packaging. We engage with independent subcontractors and contract manufacturers such as Hon Hai Precision Industry Co., Ltd., Wistron Corporation, and Fabrinet to perform assembly, testing and packaging of our final products.
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NVDA's Suppliers Net Income grew by |
NVDA's Suppliers Net margin fell in Q4 to |
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25.57 % |
10.7 % |
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NVDA's Suppliers Net Income grew by 25.57 % |
NVDA's Suppliers Net margin fell in Q4 to 10.7 % |
NVDA's vs. Suppliers, Data
(Revenue and Income for Trailing 12 Months, in Millions of $, except Employees)
| COMPANY NAME |
MARKET CAP |
REVENUES |
INCOME |
EMPLOYEES |
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Nvidia Corp
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3,356,446.26 |
130,497.00 |
72,880.00 |
29,600 |
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Foxconn Hon Hai Precision Industry Co Ltd
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0.00 |
210,870.00 |
0.00 |
0 |
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Among Nvidia Corp suppliers, the revenue of Foxconn Hon Hai Precision Industry Co Ltd has shown a strong correlation over the past 2 years. The correlation coefficient is 0.881 |
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Astera Labs Inc
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16,130.18 |
490.59 |
41.39 |
202 |
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The factor of 0.257 indicates a mild correlation between Astera Labs Inc 's revenue and those of Nvidia Corp. |
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Bel Fuse Inc
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1,006.69 |
534.36 |
49.19 |
8,955 |
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Lsb Industries Inc
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589.58 |
527.63 |
-26.62 |
586 |
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A negative correlation coefficient of -0.221 implies that the revenue of Lsb Industries Inc does not correlate significantly with that of Nvidia Corp. |
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3m Company
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83,858.35 |
24,513.00 |
4,377.00 |
85,000 |
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Keysight Technologies inc
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28,933.22 |
4,922.00 |
497.00 |
15,500 |
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Agilent Technologies inc
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32,651.99 |
6,519.00 |
1,496.00 |
17,900 |
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Aehr Test Systems
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276.22 |
62.23 |
22.85 |
74 |
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A negative correlation coefficient of -0.435 implies that the revenue of Aehr Test Systems does not correlate significantly with that of Nvidia Corp. |
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Airgain Inc
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48.52 |
57.39 |
-7.78 |
122 |
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A negative correlation coefficient of -0.066 implies that the revenue of Airgain Inc does not correlate significantly with that of Nvidia Corp. |
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Applied Materials Inc
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135,601.83 |
27,635.00 |
6,343.00 |
35,700 |
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Among Nvidia Corp suppliers, the revenue of Applied Materials Inc has shown a strong correlation over the past 2 years. The correlation coefficient is 0.847 |
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Amkor Technology Inc
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4,889.98 |
6,273.15 |
317.60 |
28,700 |
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A negative correlation coefficient of -0.190 implies that the revenue of Amkor Technology Inc does not correlate significantly with that of Nvidia Corp. |
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Asml Holding Nv
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294,452.16 |
31,654.04 |
8,480.19 |
39,000 |
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The factor of 0.391 indicates a mild correlation between Asml Holding Nv's revenue and those of Nvidia Corp. |
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Atomera Incorporated
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226.52 |
0.12 |
-18.82 |
20 |
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A negative correlation coefficient of -0.182 implies that the revenue of Atomera Incorporated does not correlate significantly with that of Nvidia Corp. |
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Astronics Corporation
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1,105.61 |
817.00 |
-3.51 |
2,500 |
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Among Nvidia Corp suppliers, the revenue of Astronics Corporation has shown a strong correlation over the past 2 years. The correlation coefficient is 0.934 |
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Cognyte Software Ltd
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710.79 |
349.92 |
-7.23 |
1,000 |
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The factor of 0.411 indicates a mild correlation between Cognyte Software Ltd 's revenue and those of Nvidia Corp. |
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Cohu Inc
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832.43 |
401.78 |
-69.82 |
997 |
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Esco Technologies inc
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4,747.01 |
1,071.86 |
118.00 |
1,197 |
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The factor of 0.292 indicates a mild correlation between Esco Technologies inc 's revenue and those of Nvidia Corp. |
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Freeport mcmoran Inc
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54,900.88 |
24,862.00 |
4,030.00 |
27,200 |
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The revenue of Freeport mcmoran Inc does not correlate significantly with that of Nvidia Corp. The correlation coefficient is 0.152 |
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Flex Ltd
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16,555.88 |
23,804.00 |
1,011.00 |
148,000 |
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Fabrinet
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8,303.28 |
3,262.90 |
326.39 |
14,213 |
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Among Nvidia Corp suppliers, the revenue of Fabrinet has shown a strong correlation over the past 2 years. The correlation coefficient is 0.990 |
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Formfactor inc
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2,496.96 |
765.71 |
54.23 |
2,115 |
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Formfactor inc 's revenue correlates notably with that of Nvidia Corp. The correlation coefficient is 0.570 |
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Jfrog Ltd
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4,890.70 |
450.71 |
-78.95 |
1,400 |
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Among Nvidia Corp suppliers, the revenue of Jfrog Ltd has shown a strong correlation over the past 2 years. The correlation coefficient is 0.917 |
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Intel Corporation
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94,069.38 |
53,044.00 |
-19,683.00 |
124,800 |
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A negative correlation coefficient of -0.192 implies that the revenue of Intel Corporation does not correlate significantly with that of Nvidia Corp. |
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Kla Corporation
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105,465.33 |
11,550.16 |
3,695.24 |
15,000 |
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Among Nvidia Corp suppliers, the revenue of Kla Corporation has shown a strong correlation over the past 2 years. The correlation coefficient is 0.907 |
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Lam Research Corporation
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108,754.28 |
17,135.45 |
4,658.41 |
17,450 |
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Among Nvidia Corp suppliers, the revenue of Lam Research Corporation has shown a strong correlation over the past 2 years. The correlation coefficient is 0.985 |
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Model N Inc
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1,176.75 |
254.35 |
0.26 |
500 |
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Among Nvidia Corp suppliers, the revenue of Model N Inc has shown a strong correlation over the past 2 years. The correlation coefficient is 0.904 |
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Micron Technology Inc
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110,054.00 |
31,323.00 |
4,672.00 |
48,000 |
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Among Nvidia Corp suppliers, the revenue of Micron Technology Inc has shown a strong correlation over the past 2 years. The correlation coefficient is 0.963 |
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Newmont Corporation
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56,462.70 |
19,669.00 |
5,104.00 |
21,700 |
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Among Nvidia Corp suppliers, the revenue of Newmont Corporation has shown a strong correlation over the past 2 years. The correlation coefficient is 0.928 |
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Park Aerospace Corp
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281.28 |
59.42 |
7.31 |
300 |
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The revenue of Park Aerospace Corp does not correlate significantly with that of Nvidia Corp. The correlation coefficient is 0.173 |
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Quanta Services Inc
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52,050.88 |
24,874.30 |
950.16 |
52,500 |
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Among Nvidia Corp suppliers, the revenue of Quanta Services Inc has shown a strong correlation over the past 2 years. The correlation coefficient is 0.770 |
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P10 Inc
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1,447.74 |
290.73 |
19.12 |
0 |
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Among Nvidia Corp suppliers, the revenue of P10 Inc has shown a strong correlation over the past 2 years. The correlation coefficient is 0.792 |
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Samsung Electronics Co Ltd
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0.00 |
215,200.00 |
0.00 |
0 |
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Among Nvidia Corp suppliers, the revenue of Samsung Electronics Co Ltd has shown a strong correlation over the past 2 years. The correlation coefficient is 0.830 |
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Sifco Industries Inc
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18.05 |
78.17 |
-4.28 |
304 |
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A negative correlation coefficient of -0.246 implies that the revenue of Sifco Industries Inc does not correlate significantly with that of Nvidia Corp. |
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Skywater Technology Inc
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424.86 |
323.93 |
-4.10 |
702 |
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The revenue of Skywater Technology Inc does not correlate significantly with that of Nvidia Corp. The correlation coefficient is 0.044 |
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Teradyne Inc
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13,401.93 |
2,801.83 |
513.15 |
6,500 |
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Teradyne Inc 's revenue correlates notably with that of Nvidia Corp. The correlation coefficient is 0.506 |
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Transcat Inc
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757.74 |
272.20 |
16.94 |
976 |
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Among Nvidia Corp suppliers, the revenue of Transcat Inc has shown a strong correlation over the past 2 years. The correlation coefficient is 0.730 |
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Tower Semiconductor Ltd
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4,618.42 |
1,436.12 |
207.22 |
3,140 |
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The factor of 0.387 indicates a mild correlation between Tower Semiconductor Ltd 's revenue and those of Nvidia Corp. |
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Viavi Solutions Inc
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2,119.25 |
1,046.20 |
5.10 |
3,600 |
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Viavi Solutions Inc 's revenue correlates notably with that of Nvidia Corp. The correlation coefficient is 0.508 |
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Wolfspeed Inc
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600.20 |
759.50 |
-1,512.90 |
5,013 |
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Xperi Inc
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357.29 |
488.88 |
-5.86 |
480 |
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| SUBTOTAL |
1,245,268.87 |
750,451.61 |
25,589.90 |
731,346 |
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2.17 % 