IBM vs Wolfspeed
IBM is larger by market cap ($224.6B vs $1.6B). IBM reports higher tracked revenue ($67.5B vs $758M). IBM's primary segment is Hyperscalers; Wolfspeed's is Integrated Device Manufacturer.
Shared segment: IDM.
Side-by-side
| IBM | Wolfspeed | |
|---|---|---|
| Market cap | $224.6B | $1.6B |
| Revenue | $67.5B (FY2025) | $758M (FY2025) |
| Primary segment | Hyperscalers | Integrated Device Manufacturer |
| Market position | major | challenger |
| Country | United States | United States |
| Tracked suppliers | 6 | 1 |
| Tracked customers | 1 | 10 |
| Chokepoint / criticality | 68/100 | 57/100 |
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 Wolfspeed compare
- Size: IBM is the larger company by market cap.
- Revenue: IBM reports higher tracked revenue.
- Supply-chain criticality: IBM has the higher chokepoint score (68/100 vs 57/100).
- Footprint: IBM (United States) vs Wolfspeed (United States).
Company hubs
IBM · Wolfspeed · IDM segment