Who are IBM's customers?

IBM's tracked customers include Rapidus.

IBM

Q: What does IBM make?

IBM makes IBM Power servers (Power10 CPU), IBM Telum AI inference chip, IBM Z mainframe (z16), IBM Cloud, IBM Watson / watsonx AI platform.

Q: Who are IBM's key suppliers?

IBM's tracked suppliers include ASPEED Technology, CoreWeave, NVIDIA, AMD, Broadcom, TSMC.

Q: What part of the semiconductor supply chain is IBM in?

IBM operates in the Hyperscalers and Integrated Device Manufacturer segments, where it is a market major.

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.

Role in the chain

IBM is a market major in AI & Data Center (Hyperscalers), headquartered in United States. Enterprise computing and cloud; designs its own Power and Telum chips.

Diligence questions

The dataset records 6 tracked suppliers for IBM. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
5 of IBM's tracked suppliers are a monopoly or leader (including ASPEED Technology, Broadcom, CoreWeave, NVIDIA). Which of those are actually single-source for the process step you care about?
The dataset names 1 tracked customer for IBM. How concentrated is demand among those names, and which of them have a documented second source in this graph?
IBM is headquartered in United States. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
IBM trades as NYSE:IBM. What does the latest reported period say about capacity and backlog versus the graph position above?
Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.

Full diligence pack for IBM