Advanced Micro Devices (NASDAQ:AMD) primarily develops and sells microprocessors, graphics processing units, and custom system-on-chip solutions to hardware manufacturers and public cloud providers.
It committed over $10 billion to scale advanced packaging capabilities in Taiwan, and it generated 14% net income margin for the quarter ended March 28, 2026.
Navitas Semiconductor (NASDAQ:NVTS) primarily designs and markets gallium nitride and silicon carbide power integrated circuits for automotive, mobile, and consumer electronics applications.
It recently responded to a patent infringement complaint filed by Wolfspeed, and it recorded -393% net income margin for the quarter ended March 31, 2026.
Revenue serves as a foundational indicator of total customer demand before operating expenses are subtracted. Tracking this figure helps investors understand the total scale and top-line growth trajectory of a business.
Data source: Company filings. Data as of July 17, 2026.
While Advanced Micro Devices (AMD) and Navitas both benefit from growth in the artificial intelligence sector, a comparison of their revenue trends reveals that AMD is enjoying far greater success. It has experienced steadily rising sales growth while Navitas has seen a downward trajectory.
However, Navitas' revenue decline is intentional. The company decided to exit its mobile and consumer businesses in China last year to focus on AI. The China market produced 60% of revenue in 2024.
Navitas management indicated sales would begin to recover this year. The company's first-quarter revenue increased over Q4, suggesting that the predicted recovery may be happening. Even so, the share price has fallen in recent days, partly due to the Wolfspeed lawsuit, as well as Navitas' decision to pursue a $500 million at‑the‑market equity program, which threatens shareholder dilution.
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