IBM vs Infineon Technologies
IBM's primary segment is Hyperscalers; Infineon Technologies's is Integrated Device Manufacturer. IBM is larger by market cap ($209.8B vs $94.6B). IBM reports higher tracked revenue ($67.5B vs $16.7B).
Shared segment: IDM.
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Side-by-side
| IBM | Infineon Technologies | |
|---|---|---|
| Market cap | $209.8B | $94.6B |
| Revenue | $67.5B (FY2025) | $16.7B (FY2025) |
| Primary segment | Hyperscalers | Integrated Device Manufacturer |
| Market position | major | leader |
| Country | United States | Germany |
| Tracked suppliers | 6 | 2 |
| Tracked customers | 1 | 19 |
| Chokepoint / criticality | 68/100 | 92/100 |
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 IBM and Infineon Technologies compare
- Size: IBM is the larger company by market cap.
- Revenue: IBM reports higher tracked revenue.
- Supply-chain criticality: Infineon Technologies has the higher chokepoint score (92/100 vs 68/100).
- Footprint: IBM (United States) vs Infineon Technologies (Germany).
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Cite as: wafergraph, “IBM vs Infineon Technologies”, https://wafergraph.com/compare/ibm-vs-infineon (data as of 2026-10-04).
Frequently asked questions3
- Is IBM bigger than Infineon Technologies?
- IBM is larger by market cap ($209.8B vs $94.6B).
- What's the difference between IBM and Infineon Technologies?
- IBM is a major in Hyperscalers based in United States; Infineon Technologies is a leader in Integrated Device Manufacturer based in Germany. Both operate in the IDM segment.
- Who are IBM's and Infineon Technologies's suppliers?
- wafergraph tracks 6 suppliers for IBM and 2 for Infineon Technologies — IBM's include ASPEED Technology, CoreWeave, NVIDIA; Infineon Technologies's include TanKeBlue Semiconductor.