Microsoft

Microsoft is a niche in the Design (Fabless) segment of the semiconductor & AI supply chain, headquartered in United States. Its key suppliers include Alphawave Semi, NVIDIA, AMD. Its key customers include OpenAI, Together AI, Anthropic.

Designs Maia AI accelerators and Cobalt server CPUs for Azure.

Ticker
NASDAQ: MSFT
Headquarters
United States
Revenue
$331.8B (FY2026) · +17.8% YoY
Net income
$133.7B
Operating margin
46.8%
Market position
niche
Value-chain segment
Custom Silicon Designers, Hyperscalers
Key products
Maia, Cobalt

About Microsoft

Microsoft, headquartered in United States, operates in the Custom Silicon Designers and Hyperscalers segments of the semiconductor & AI supply chain and is positioned as a market niche there. Its key products include Maia, Cobalt. wafergraph maps 80 tracked suppliers and 12 tracked customers for Microsoft across the value chain. It has a supply-chain criticality score of 5/100, with 16 companies downstream of it. Microsoft is a party to 7 tracked deals, including Microsoft invests $1B in OpenAI; Microsoft expands OpenAI investment (~$10B); Microsoft–CoreWeave GPU cloud deal.

Role in the chain

Microsoft is a market niche in Design (Fabless) (Custom Silicon Designers), headquartered in United States. Designs Maia AI accelerators and Cobalt server CPUs for Azure.

Diligence questions

  1. The dataset records 80 tracked suppliers for Microsoft. 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?
  2. 15 of Microsoft's tracked suppliers are a monopoly or leader (including Arista Networks, ASE Technology, Broadcom, CoreWeave). Which of those are actually single-source for the process step you care about?
  3. The dataset names 12 tracked customers for Microsoft. How concentrated is demand among those names, and which of them have a documented second source in this graph?
  4. Microsoft 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?
  5. Microsoft trades as NASDAQ:MSFT. What does the latest reported period say about capacity and backlog versus the graph position above?
  6. 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 Microsoft

Key products

  • Maia
  • Cobalt

Suppliers

Customers

More Design (Fabless) companies

Compare with

Apple · Alphabet (Google) · Amazon (Annapurna Labs) · Broadcom · Meta Platforms · Tesla

Sources

Open the interactive supply-chain view →

Cite as: wafergraph, “Microsoft — supply chain, financials & market position”, https://wafergraph.com/company/microsoft (data as of 2026-09-05).

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