Cambricon Technologies vs Tesla
Tesla is larger by market cap ($1.31T vs $103.2B). Tesla reports higher tracked revenue ($94.8B vs $965M). Cambricon Technologies's primary segment is GPU & AI Accelerators; Tesla's is Custom Silicon Designers.
Shared segment: Design (Fabless).
Side-by-side
| Cambricon Technologies | Tesla | |
|---|---|---|
| Market cap | $103.2B | $1.31T |
| Revenue | $965M (FY2025) | $94.8B (FY2025) |
| Primary segment | GPU & AI Accelerators | Custom Silicon Designers |
| Market position | challenger | niche |
| Country | China | United States |
| Tracked suppliers | 3 | 18 |
| Tracked customers | 0 | 0 |
| Chokepoint / criticality | 0/100 | 0/100 |
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 Tesla compare
- Size: Tesla is the larger company by market cap.
- Revenue: Tesla reports higher tracked revenue.
- Supply-chain criticality: Cambricon Technologies has the higher chokepoint score (0/100 vs 0/100).
- Footprint: Cambricon Technologies (China) vs Tesla (United States).