Ambarella, Inc.
AMBA
Jodie situation report
Ambarella, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 11 directly disclosed connections are confirming.
- Monitor the reported share of revenue attributable to higher‑ASP AI inference processors and shipments tied to edge AI demand.
Invalidation: The isolated read changes if AMBA's group or a disclosed connection begins moving with it.
Who this business touches
The relationships behind AMBA
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
AUSTFiling-linked namesupplierJun 2, 2026 ▾
“Currently, the majority of our SoCs are supplied by Samsung in facilities located in Austin, Texas and South Korea, from whom we have the option to purchase both fully assembled and tested products as well as tested die in wafer form for assembly.”
TSMTaiwan Semiconductor Manufacturing Company LimitedsupplierJun 2, 2026 ▾
“There are only a few foundries, including Samsung and Taiwan Semiconductor Manufacturing Co., Ltd., or TSMC, that are currently available for certain advanced process technologies that we utilize or may utilize, such as 10nm or 5nm.”
Depended on by
MBLYMobileye Global Inc.competitorFeb 12, 2026 ▾
“Our silicon provider competitors include Ambarella, Advanced Micro Devices, Arriver / Qualcomm, Black Sesame Technologies, Horizon Robotics, Huawei, NVIDIA, NXP, Renesas Electronics, and Texas Instruments.”
Filing peers
No filing peers are available for this name yet.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 8 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
AMBA is currently a Leader in the organic co-movement group Edge AI Semiconductors. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for AMBA; it is not active in the latest market snapshot.