IBM vs Texas Instruments

IBM's primary segment is Hyperscalers; Texas Instruments's is Integrated Device Manufacturer. Texas Instruments is larger by market cap ($268.3B vs $209.8B). IBM reports higher tracked revenue ($67.5B vs $17.7B).

Shared segment: IDM.

Track the chain

What moved in the semiconductor supply chain — This Week in the Chain, the free weekly wafergraph briefing.

Subscribe to the free weekly briefing →

Free · no login · 615 companies, updated weekly

Side-by-side

IBMTexas Instruments
Market cap$209.8B$268.3B
Revenue$67.5B (FY2025)$17.7B (FY2025)
Primary segmentHyperscalersIntegrated Device Manufacturer
Market positionmajorleader
CountryUnited StatesUnited States
Tracked suppliers64
Tracked customers117
Chokepoint / criticality68/10081/100

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 Texas Instruments compare

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

Company hubs

IBM · Texas Instruments · IDM segment

Open the interactive comparison tool →

Cite as: wafergraph, “IBM vs Texas Instruments”, https://wafergraph.com/compare/ibm-vs-ti (data as of 2026-10-04).

Frequently asked questions3
Is IBM bigger than Texas Instruments?
Texas Instruments is larger by market cap ($268.3B vs $209.8B).
What's the difference between IBM and Texas Instruments?
IBM is a major in Hyperscalers based in United States; Texas Instruments is a leader in Integrated Device Manufacturer based in United States. Both operate in the IDM segment.
Who are IBM's and Texas Instruments's suppliers?
wafergraph tracks 6 suppliers for IBM and 4 for Texas Instruments — IBM's include ASPEED Technology, CoreWeave, NVIDIA; Texas Instruments's include Applied Materials, Air Liquide, United Microelectronics (UMC).