IBM vs Sony Semiconductor Solutions

IBM is larger by market cap ($224.6B vs $138.4B). Sony Semiconductor Solutions reports higher tracked revenue ($78.5B vs $67.5B). IBM's primary segment is Hyperscalers; Sony Semiconductor Solutions's is Integrated Device Manufacturer.

Shared segment: IDM.

Side-by-side

IBMSony Semiconductor Solutions
Market cap$224.6B$138.4B
Revenue$67.5B (FY2025)$78.5B (FY2026)
Primary segmentHyperscalersIntegrated Device Manufacturer
Market positionmajorleader
CountryUnited StatesJapan
Tracked suppliers63
Tracked customers12
Chokepoint / criticality68/10081/100

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 IBM and Sony Semiconductor Solutions compare

  • Size: IBM is the larger company by market cap.
  • Revenue: Sony Semiconductor Solutions reports higher tracked revenue.
  • Supply-chain criticality: Sony Semiconductor Solutions has the higher chokepoint score (81/100 vs 68/100).
  • Footprint: IBM (United States) vs Sony Semiconductor Solutions (Japan).

Company hubs

IBM · Sony Semiconductor Solutions · IDM segment

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