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
$281.7B (FY2025) · +14.9% YoY
Net income
$101.8B
Operating margin
45.6%
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.

Key products

  • Maia
  • Cobalt

Suppliers

Customers

More Design (Fabless) companies

Sources

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