Baidu vs Global Unichip (GUC)
Baidu is larger by market cap ($35.9B vs $21.4B). Baidu reports higher tracked revenue ($18.5B vs $1.1B). Baidu's primary segment is AI Labs / Model Builders; Global Unichip (GUC)'s is Custom Silicon Designers.
Shared segment: Design (Fabless).
Side-by-side
| Baidu | Global Unichip (GUC) | |
|---|---|---|
| Market cap | $35.9B | $21.4B |
| Revenue | $18.5B (FY2025) | $1.1B (FY2025) |
| Primary segment | AI Labs / Model Builders | Custom Silicon Designers |
| Market position | major | major |
| Country | China | Taiwan |
| Tracked suppliers | 7 | 2 |
| Tracked customers | 0 | 2 |
| Chokepoint / criticality | 0/100 | 8/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-08-12. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Baidu and Global Unichip (GUC) compare
- Size: Baidu is the larger company by market cap.
- Revenue: Baidu reports higher tracked revenue.
- Supply-chain criticality: Global Unichip (GUC) has the higher chokepoint score (8/100 vs 0/100).
- Footprint: Baidu (China) vs Global Unichip (GUC) (Taiwan).