IBM
IBM is a major in the AI & Data Center segment of the semiconductor & AI supply chain, headquartered in United States. Its key suppliers include ASPEED Technology, CoreWeave, NVIDIA. Its key customers include Rapidus.
Enterprise computing and cloud; designs its own Power and Telum chips.
- Ticker
- NYSE: IBM
- Headquarters
- United States
- Revenue
- $67.5B (FY2025) · +7.6% YoY
- Net income
- $10.6B
- Market position
- major
- Value-chain segment
- Hyperscalers, Integrated Device Manufacturer
- Key products
- IBM Power servers (Power10 CPU), IBM Telum AI inference chip, IBM Z mainframe (z16), IBM Cloud, IBM Watson / watsonx AI platform
About IBM
IBM, headquartered in United States, operates in the Hyperscalers and Integrated Device Manufacturer segments of the semiconductor & AI supply chain and is positioned as a market major there. Its key products include IBM Power servers (Power10 CPU), IBM Telum AI inference chip, IBM Z mainframe (z16), IBM Cloud, IBM Watson / watsonx AI platform. wafergraph maps 6 tracked suppliers and 1 tracked customer for IBM across the value chain. It has a supply-chain criticality score of 68/100, with 235 companies downstream of it. IBM is a party to 1 tracked deal, including Rapidus–IBM 2nm partnership.
Key products
- IBM Power servers (Power10 CPU)
- IBM Telum AI inference chip
- IBM Z mainframe (z16)
- IBM Cloud
- IBM Watson / watsonx AI platform