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NVIDIA — 供應鏈與商業關係

下方的每一段關係都源自公開公司申報文件中的逐字引用,點名了交易對手,並附有一鍵連結至原始文件。

點擊公司開啟其地圖 · 拖曳探索 · 游標懸停連線可閱讀來源引文。綠=供應 · 橘虛線=競爭 · 藍=合作 · 紫=持股 · 灰虛線=暫停 · 如何閱讀這些資料

8 家供應商1 家合作夥伴19 家競爭對手2 持股關係11 份來源申報文件

供應商(供應其產品或服務的公司)

供應來自 ← Fabrinet
最近確認於 2026-02-25 · 136 天前 · 經 2 份申報文件佐證
“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.”
— NVDA 10-K,申報於 2026-02-25 · 查看原始申報文件 ↗
NVIDIA 委託 Fabrinet 進行組裝、測試和封裝。(以原文為準)
供應來自 ← TSMC
申報於 2026-02-25 · 136 天前
“We utilize foundries, such as Taiwan Semiconductor Manufacturing Company Limited, or TSMC, and Samsung Electronics Co., Ltd., or Samsung, to produce our semiconductor wafers.”
— NVDA 10-K,申報於 2026-02-25 · 查看原始申報文件 ↗
NVIDIA 利用 TSMC 等晶圓代工廠生產其半導體晶圓。(以原文為準)
供應來自 ← Samsung
申報於 2026-02-25 · 136 天前
“We utilize foundries, such as Taiwan Semiconductor Manufacturing Company Limited, or TSMC, and Samsung Electronics Co., Ltd., or Samsung, to produce our semiconductor wafers.”
— NVDA 10-K,申報於 2026-02-25 · 查看原始申報文件 ↗
NVIDIA 利用 Samsung 等晶圓代工廠生產其半導體晶圓。(以原文為準)
供應來自 ← SK Hynix
申報於 2026-02-25 · 136 天前
“We purchase memory from SK Hynix Inc., Micron Technology, Inc., and Samsung.”
— NVDA 10-K,申報於 2026-02-25 · 查看原始申報文件 ↗
NVIDIA 向 SK Hynix 採購記憶體。(以原文為準)
供應來自 ← Micron
申報於 2026-02-25 · 136 天前
“We purchase memory from SK Hynix Inc., Micron Technology, Inc., and Samsung.”
— NVDA 10-K,申報於 2026-02-25 · 查看原始申報文件 ↗
NVIDIA向Micron採購記憶體。(以原文為準)
供應來自 ← Foxconn
申報於 2026-02-25 · 136 天前
“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.”
— NVDA 10-K,申報於 2026-02-25 · 查看原始申報文件 ↗
NVIDIA 委託 Foxconn 進行最終產品的組裝、測試和封裝。(以原文為準)
供應來自 ← Wistron
申報於 2026-02-25 · 136 天前
“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.”
— NVDA 10-K,申報於 2026-02-25 · 查看原始申報文件 ↗
NVIDIA 委託 Wistron 等合約製造商進行最終產品的組裝、測試與封裝。(以原文為準)
供應來自 ← Rambus
申報於 2026-02-18 · 143 天前
“such as AMD, Amlogic, Broadcom, CXMT, IBM, Infineon, Kioxia, Marvell, MediaTek, Micron, Nanya, Nuvoton, NVIDIA, Phison, Qualcomm, Samsung, Silicon Motion, SK hynix, Socionext, STMicroelectronics, Toshiba, Western Digital and Winbond have licensed our patents.”
— RMBS 10-K,申報於 2026-02-18 · 查看原始申報文件 ↗
NVIDIA 等公司已取得 Rambus 的專利授權。(以原文為準)

合作夥伴與協作

合作夥伴 ↔ Cadence 合資/共同開發
申報於 2026-02-19 · 142 天前
“In May 2025, we announced the M2000 supercomputer. The M2000 is a specialized, AI-accelerated platform co-developed with NVIDIA to dramatically speed up complex simulations in fields like semiconductor design, aerospace and defense, and drug discovery.”
— CDNS 10-K,申報於 2026-02-19 · 查看原始申報文件 ↗
Cadence 與 NVIDIA 共同開發了 M2000 超級電腦,這是一款專為加速半導體設計等領域複雜模擬而設計的 AI 加速平台。(以原文為準)

競爭對手

相互競爭 ↔ Marvell
最近確認於 2026-03-11 · 122 天前 · 經 2 份申報文件佐證
“Companies that compete directly with our businesses include, but are not limited to, … Nvidia Corporation”
— MRVL 10-K,申報於 2026-03-11 · 查看原始申報文件 ↗
NVIDIA 是 Marvell 的直接競爭者之一。(以原文為準)
相互競爭 ↔ AMD
最近確認於 2026-02-25 · 136 天前 · 經 2 份申報文件佐證
“Our current competitors include: … • suppliers and licensors of hardware and software for discrete and integrated GPUs, custom chips and other accelerated computing solutions, including solutions offered for AI, such as Advanced Micro Devices, Inc., or AMD, Huawei Technologies Co. Ltd., or Huawei, and Intel Corporation, or Intel;”
— NVDA 10-K,申報於 2026-02-25 · 查看原始申報文件 ↗
NVIDIA 的當前競爭對手包括 AMD。(以原文為準)
相互競爭 ↔ Arista Networks
最近確認於 2026-02-25 · 136 天前 · 經 2 份申報文件佐證
“Our current competitors include: … • networking products consisting of switches, network adapters (including DPUs), and cable solutions (including optical modules) include such as AMD, Arista Networks, Broadcom, Cisco Systems, Inc., Hewlett Packard Enterprise Company, Huawei, Intel, Lumentum Holdings Inc., and Marvell Technology, Inc, as well as internal teams of system vendors and large cloud services companies.”
— NVDA 10-K,申報於 2026-02-25 · 查看原始申報文件 ↗
NVIDIA 的競爭對手包括 Arista Networks。(以原文為準)
相互競爭 ↔ Cisco
最近確認於 2026-02-25 · 136 天前 · 經 2 份申報文件佐證
“Our current competitors include: … • networking products consisting of switches, network adapters (including DPUs), and cable solutions (including optical modules) include such as AMD, Arista Networks, Broadcom, Cisco Systems, Inc., Hewlett Packard Enterprise Company, Huawei, Intel, Lumentum Holdings Inc., and Marvell Technology, Inc, as well as internal teams of system vendors and large cloud services companies.”
— NVDA 10-K,申報於 2026-02-25 · 查看原始申報文件 ↗
NVIDIA 在網路產品領域與 Cisco 等公司競爭。(以原文為準)
相互競爭 ↔ Intel
最近確認於 2026-02-25 · 136 天前 · 經 2 份申報文件佐證
“Our current competitors include: … • suppliers and licensors of hardware and software for discrete and integrated GPUs, custom chips and other accelerated computing solutions, including solutions offered for AI, such as Advanced Micro Devices, Inc., or AMD, Huawei Technologies Co. Ltd., or Huawei, and Intel Corporation, or Intel;”
— NVDA 10-K,申報於 2026-02-25 · 查看原始申報文件 ↗
NVIDIA 將 Intel 列為當前競爭對手之一。(以原文為準)
相互競爭 ↔ Huawei
申報於 2026-02-25 · 136 天前
“Our current competitors include: … • suppliers and licensors of hardware and software for discrete and integrated GPUs, custom chips and other accelerated computing solutions, including solutions offered for AI, such as Advanced Micro Devices, Inc., or AMD, Huawei Technologies Co. Ltd., or Huawei, and Intel Corporation, or Intel;”
— NVDA 10-K,申報於 2026-02-25 · 查看原始申報文件 ↗
NVIDIA 將 Huawei 列為其當前競爭對手之一。(以原文為準)
相互競爭 ↔ Alibaba
申報於 2026-02-25 · 136 天前
“Our current competitors include: … • large cloud services companies with internal teams designing hardware and software that incorporate accelerated or AI computing functionality as part of their internal solutions or platforms, such as Alibaba Group, Alphabet Inc., Amazon, Inc., or Amazon, Baidu, Inc., Huawei, and Microsoft Corporation, or Microsoft;”
— NVDA 10-K,申報於 2026-02-25 · 查看原始申報文件 ↗
NVIDIA 將 Alibaba 列為其競爭對手之一。(以原文為準)
相互競爭 ↔ Google/Alphabet
申報於 2026-02-25 · 136 天前
“Our current competitors include: … • large cloud services companies with internal teams designing hardware and software that incorporate accelerated or AI computing functionality as part of their internal solutions or platforms, such as Alibaba Group, Alphabet Inc., Amazon, Inc., or Amazon, Baidu, Inc., Huawei, and Microsoft Corporation, or Microsoft;”
— NVDA 10-K,申報於 2026-02-25 · 查看原始申報文件 ↗
Google/Alphabet 是 NVIDIA 在雲端服務公司內部 AI 硬體與軟體設計領域的競爭者之一。(以原文為準)
相互競爭 ↔ Amazon
申報於 2026-02-25 · 136 天前
“Our current competitors include: … • large cloud services companies with internal teams designing hardware and software that incorporate accelerated or AI computing functionality as part of their internal solutions or platforms, such as Alibaba Group, Alphabet Inc., Amazon, Inc., or Amazon, Baidu, Inc., Huawei, and Microsoft Corporation, or Microsoft;”
— NVDA 10-K,申報於 2026-02-25 · 查看原始申報文件 ↗
NVIDIA 將 Amazon 列為其當前競爭對手之一,因其內部設計硬體和軟體以整合加速或 AI 運算功能。(以原文為準)
相互競爭 ↔ Baidu
申報於 2026-02-25 · 136 天前
“Our current competitors include: … • large cloud services companies with internal teams designing hardware and software that incorporate accelerated or AI computing functionality as part of their internal solutions or platforms, such as Alibaba Group, Alphabet Inc., Amazon, Inc., or Amazon, Baidu, Inc., Huawei, and Microsoft Corporation, or Microsoft;”
— NVDA 10-K,申報於 2026-02-25 · 查看原始申報文件 ↗
Baidu 是 NVIDIA 的競爭對手之一。(以原文為準)
相互競爭 ↔ Microsoft
申報於 2026-02-25 · 136 天前
“Our current competitors include: … • large cloud services companies with internal teams designing hardware and software that incorporate accelerated or AI computing functionality as part of their internal solutions or platforms, such as Alibaba Group, Alphabet Inc., Amazon, Inc., or Amazon, Baidu, Inc., Huawei, and Microsoft Corporation, or Microsoft;”
— NVDA 10-K,申報於 2026-02-25 · 查看原始申報文件 ↗
NVIDIA 的競爭對手包括 Microsoft 等大型雲端服務公司。(以原文為準)
相互競爭 ↔ Ambarella
申報於 2026-02-25 · 136 天前
“Our current competitors include: … • suppliers of hardware and software for SoC products that are used in servers or embedded into automobiles, autonomous machines, and gaming devices, such as Ambarella, Inc., AMD, Broadcom, Intel, Qualcomm Incorporated, Renesas Electronics Corporation, and Samsung, or companies with internal teams designing SoC products for their own products and services, such as Tesla, Inc.; and”
— NVDA 10-K,申報於 2026-02-25 · 查看原始申報文件 ↗
NVIDIA 的競爭對手包括 Ambarella。(以原文為準)
相互競爭 ↔ Broadcom
申報於 2026-02-25 · 136 天前
“Our current competitors include: … • suppliers of hardware and software for SoC products that are used in servers or embedded into automobiles, autonomous machines, and gaming devices, such as Ambarella, Inc., AMD, Broadcom, Intel, Qualcomm Incorporated, Renesas Electronics Corporation, and Samsung, or companies with internal teams designing SoC products for their own products and services, such as Tesla, Inc.; and”
— NVDA 10-K,申報於 2026-02-25 · 查看原始申報文件 ↗
NVIDIA 將 Broadcom 列為其 SoC 產品領域的競爭對手之一。(以原文為準)
相互競爭 ↔ Qualcomm
最近確認於 2026-02-25 · 136 天前 · 經 2 份申報文件佐證
“Our current competitors include: … • suppliers of hardware and software for SoC products that are used in servers or embedded into automobiles, autonomous machines, and gaming devices, such as Ambarella, Inc., AMD, Broadcom, Intel, Qualcomm Incorporated, Renesas Electronics Corporation, and Samsung, or companies with internal teams designing SoC products for their own products and services, such as Tesla, Inc.; and”
— NVDA 10-K,申報於 2026-02-25 · 查看原始申報文件 ↗
NVIDIA的競爭對手包括Qualcomm等公司。(以原文為準)
相互競爭 ↔ Renesas
申報於 2026-02-25 · 136 天前
“Our current competitors include: … • suppliers of hardware and software for SoC products that are used in servers or embedded into automobiles, autonomous machines, and gaming devices, such as Ambarella, Inc., AMD, Broadcom, Intel, Qualcomm Incorporated, Renesas Electronics Corporation, and Samsung, or companies with internal teams designing SoC products for their own products and services, such as Tesla, Inc.; and”
— NVDA 10-K,申報於 2026-02-25 · 查看原始申報文件 ↗
Renesas 是 NVIDIA 在 SoC 產品領域的競爭者之一。(以原文為準)
相互競爭 ↔ Samsung
申報於 2026-02-25 · 136 天前
“Our current competitors include: … • suppliers of hardware and software for SoC products that are used in servers or embedded into automobiles, autonomous machines, and gaming devices, such as Ambarella, Inc., AMD, Broadcom, Intel, Qualcomm Incorporated, Renesas Electronics Corporation, and Samsung, or companies with internal teams designing SoC products for their own products and services, such as Tesla, Inc.; and”
— NVDA 10-K,申報於 2026-02-25 · 查看原始申報文件 ↗
NVIDIA 將 Samsung 列為其 SoC 產品領域的現有競爭者之一。(以原文為準)
相互競爭 ↔ Tesla
申報於 2026-02-25 · 136 天前
“Our current competitors include: … • suppliers of hardware and software for SoC products that are used in servers or embedded into automobiles, autonomous machines, and gaming devices, such as Ambarella, Inc., AMD, Broadcom, Intel, Qualcomm Incorporated, Renesas Electronics Corporation, and Samsung, or companies with internal teams designing SoC products for their own products and services, such as Tesla, Inc.; and”
— NVDA 10-K,申報於 2026-02-25 · 查看原始申報文件 ↗
Tesla 是 NVIDIA 的競爭對手之一,因其內部設計 SoC 產品用於自身產品和服務。(以原文為準)
相互競爭 ↔ HPE
申報於 2026-02-25 · 136 天前
“Our current competitors include: … • networking products consisting of switches, network adapters (including DPUs), and cable solutions (including optical modules) include such as AMD, Arista Networks, Broadcom, Cisco Systems, Inc., Hewlett Packard Enterprise Company, Huawei, Intel, Lumentum Holdings Inc., and Marvell Technology, Inc, as well as internal teams of system vendors and large cloud services companies.”
— NVDA 10-K,申報於 2026-02-25 · 查看原始申報文件 ↗
NVIDIA 的競爭對手包括 HPE 等公司。(以原文為準)
相互競爭 ↔ Lumentum
申報於 2026-02-25 · 136 天前
“Our current competitors include: … • networking products consisting of switches, network adapters (including DPUs), and cable solutions (including optical modules) include such as AMD, Arista Networks, Broadcom, Cisco Systems, Inc., Hewlett Packard Enterprise Company, Huawei, Intel, Lumentum Holdings Inc., and Marvell Technology, Inc, as well as internal teams of system vendors and large cloud services companies.”
— NVDA 10-K,申報於 2026-02-25 · 查看原始申報文件 ↗
Lumentum 是 NVIDIA 在網路產品領域的競爭者之一。(以原文為準)

所有權與投資

投資於 → Intel 重大投資
最近確認於 2026-02-25 · 136 天前 · 經 2 份申報文件佐證
“we entered into an agreement with NVIDIA to issue and sell to NVIDIA 215 million shares of our common stock at $23.28 per share for an aggregate cash purchase price of $5.0 billion.”
— INTC 10-K,申報於 2026-01-23 · 查看原始申報文件 ↗
Intel 與 NVIDIA 簽訂協議,Intel 將向 NVIDIA 發行並出售 2.15 億股普通股,每股價格 23.28 美元,總現金購買價為 50 億美元。(以原文為準)
投資於 → Synopsys 重大投資
申報於 2025-12-22 · 201 天前
“In December 2025, we entered into a securities purchase agreement for a private placement with NVIDIA Corporation, pursuant to which we sold an aggregate of approximately 4.8 million shares of our common stock at a price of $ 414.79 per share for net proceeds of $ 2.0 billion.”
— SNPS 10-K,申報於 2025-12-22 · 查看原始申報文件 ↗
Synopsys 以私募方式向 NVIDIA 發行約 480 萬股普通股,每股價格 $414.79,淨募資 $20 億。(以原文為準)