Ciena vs Super Micro Computer
Ciena is larger by market cap ($54.9B vs $20.4B). Super Micro Computer reports higher tracked revenue ($22.0B vs $4.8B). Both are primarily Networking & Systems companies.
Shared segment: AI & Data Center.
Side-by-side
| Ciena | Super Micro Computer | |
|---|---|---|
| Market cap | $54.9B | $20.4B |
| Revenue | $4.8B (FY2025) | $22.0B (FY2025) |
| Primary segment | Networking & Systems | Networking & Systems |
| Market position | major | major |
| Country | United States | United States |
| Tracked suppliers | 4 | 36 |
| Tracked customers | 3 | 18 |
| Chokepoint / criticality | 68/100 | 68/100 |
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 Ciena and Super Micro Computer compare
- Size: Ciena is the larger company by market cap.
- Revenue: Super Micro Computer reports higher tracked revenue.
- Supply-chain criticality: Ciena has the higher chokepoint score (68/100 vs 68/100).
- Footprint: Ciena (United States) vs Super Micro Computer (United States).