Cambricon Technologies vs Microsoft
Microsoft is larger by market cap ($3.74T vs $103.2B). Microsoft reports higher tracked revenue ($331.8B vs $965M). Cambricon Technologies's primary segment is GPU & AI Accelerators; Microsoft's is Custom Silicon Designers.
Shared segment: Design (Fabless).
Side-by-side
| Cambricon Technologies | Microsoft | |
|---|---|---|
| Market cap | $103.2B | $3.74T |
| Revenue | $965M (FY2025) | $331.8B (FY2026) |
| Primary segment | GPU & AI Accelerators | Custom Silicon Designers |
| Market position | challenger | niche |
| Country | China | United States |
| Tracked suppliers | 3 | 80 |
| Tracked customers | 0 | 12 |
| Chokepoint / criticality | 0/100 | 5/100 |
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 Cambricon Technologies and Microsoft compare
- Size: Microsoft is the larger company by market cap.
- Revenue: Microsoft reports higher tracked revenue.
- Supply-chain criticality: Microsoft has the higher chokepoint score (5/100 vs 0/100).
- Footprint: Cambricon Technologies (China) vs Microsoft (United States).
Company hubs
Cambricon Technologies · Microsoft · Design (Fabless) segment