Broadcom vs Microsoft
Broadcom's primary segment is Networking Silicon; Microsoft's is Custom Silicon Designers. Microsoft is larger by market cap ($3.84T vs $1.70T). Microsoft reports higher tracked revenue ($331.8B vs $63.9B).
Shared segment: Design (Fabless).
Track the chain
What moved in the semiconductor supply chain — This Week in the Chain, the free weekly wafergraph briefing.
Subscribe to the free weekly briefing →
Free · no login · 615 companies, updated weekly
Side-by-side
| Broadcom | Microsoft | |
|---|---|---|
| Market cap | $1.70T | $3.84T |
| Revenue | $63.9B (FY2025) | $331.8B (FY2026) |
| Primary segment | Networking Silicon | Custom Silicon Designers |
| Market position | leader | niche |
| Country | United States | United States |
| Tracked suppliers | 74 | 80 |
| Tracked customers | 45 | 12 |
| Chokepoint / criticality | 81/100 | 5/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-10-04. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Broadcom and Microsoft compare
- Size: Microsoft is the larger company by market cap.
- Revenue: Microsoft reports higher tracked revenue.
- Supply-chain criticality: Broadcom has the higher chokepoint score (81/100 vs 5/100).
- Footprint: Broadcom (United States) vs Microsoft (United States).
Company hubs
Open the interactive comparison tool →
Cite as: wafergraph, “Broadcom vs Microsoft”, https://wafergraph.com/compare/broadcom-vs-microsoft (data as of 2026-10-04).
Frequently asked questions3
- Is Broadcom bigger than Microsoft?
- Microsoft is larger by market cap ($3.84T vs $1.70T).
- What's the difference between Broadcom and Microsoft?
- Broadcom is a leader in Networking Silicon based in United States; Microsoft is a niche in Custom Silicon Designers based in United States. Both operate in the Design (Fabless) segment.
- Who are Broadcom's and Microsoft's suppliers?
- wafergraph tracks 74 suppliers for Broadcom and 80 for Microsoft — Broadcom's include Synopsys, Cadence Design Systems, Siemens EDA; Microsoft's include Alphawave Semi, NVIDIA, AMD.