NASDAQ-100 (NDX)

Cross-Company Taxonomy for Network Adapters — 4 Companies

CompanyQuarterProductProduct Revenue Segment
AMDQ2 FY2026Jun 27, 2026Network Adapters
Data Center
$6.72B58.2%↑ 107.3%
AVGOQ3 FY2026Aug 2, 2026Network Adapters
AI Semiconductor
$16.70B56.4%↑ 221.0%
AVGOQ3 FY2026Aug 2, 2026Network Adapters
Non-AI Semiconductor
$4.14B?14.0%—
INTCQ2 FY2026Jun 27, 2026Network Adapters
CCPG
$8.88B41.1%↑ 12.8%
INTCQ2 FY2026Jun 27, 2026Network Adapters
DCAI
$6.26B29.0%↑ 59.0%
NVDAQ2 FY2027Jul 26, 2026Network Adapters
Data Center
$89.02B92.5%↑ 116.6%

Product: Key Product · Revenue Segment: Key Earnings Driver Key Operating Metric

Segment Growth: Network Adapters vs Related Products?

Network Adapters4 companies · $127.58B segment revenueLed by NVDA (70%) · Key Product at 2 of 4+108.0%
CompanyRevenue segmentQuarterSegment revenueShare% of companyGrowth
NVDAData CenterData CenterQ2 FY2027$89.02B69.8%92.5%+116.6%
AVGOAI SemiconductorAI SemiconductorQ3 FY2026$16.70B13.1%56.4%+221.0%
INTCKey ProductCCPG, DCAICCPG, DCAIQ2 FY2026$15.14B11.9%70.1%+28.2%
AMDKey ProductData CenterData CenterQ2 FY2026$6.72B5.3%58.2%+107.3%
Custom ASICs3 companies · $19.65B segment revenueLed by AVGO (85%) · Key Product at 2 of 3+151.4%
CompanyRevenue segmentQuarterSegment revenueShare% of companyGrowth
AVGOKey ProductAI SemiconductorAI SemiconductorQ3 FY2026$16.70B85.0%56.4%+221.0%
MRVLKey ProductData CenterData CenterQ2 FY2027$2.17B11.1%79.3%+45.7%
AMDGamingGamingQ2 FY2026$779M4.0%6.8%−30.6%
Ethernet Switching5 companies · $119.03B segment revenueLed by NVDA (75%) · Key Product at 2 of 5+110.9%
CompanyRevenue segmentQuarterSegment revenueShare% of companyGrowth
NVDAData CenterData CenterQ2 FY2027$89.02B74.8%92.5%+116.6%
AVGOAI SemiconductorAI SemiconductorQ3 FY2026$16.70B14.0%56.4%+221.0%
CSCONetworkingNetworkingQ4 FY2026$9.79B8.2%56.8%+28.3%
MRVLKey ProductData Center, Communications and OtherData Center, Communications and OtherQ2 FY2027$2.74B2.3%100.0%+36.5%
FTNTKey ProductProductsProductsQ2 FY2026$773M0.6%37.7%+51.9%

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