Meta Platforms vs Microsoft
Both are primarily Custom Silicon Designers companies. Microsoft is larger by market cap ($3.84T vs $1.85T). Microsoft reports higher tracked revenue ($331.8B vs $201.0B).
Shared segment: Design (Fabless).
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Side-by-side
| Meta Platforms | Microsoft | |
|---|---|---|
| Market cap | $1.85T | $3.84T |
| Revenue | $201.0B (FY2025) | $331.8B (FY2026) |
| Primary segment | Custom Silicon Designers | Custom Silicon Designers |
| Market position | niche | niche |
| Country | United States | United States |
| Tracked suppliers | 77 | 80 |
| Tracked customers | 0 | 12 |
| Chokepoint / criticality | 0/100 | 5/100 |
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 Meta Platforms and Microsoft compare
- Size: Microsoft is the larger company by market cap.
- Revenue: Microsoft reports higher tracked revenue.
- Supply-chain criticality: Microsoft has the higher chokepoint score (5/100 vs 0/100).
- Footprint: Meta Platforms (United States) vs Microsoft (United States).
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Cite as: wafergraph, “Meta Platforms vs Microsoft”, https://wafergraph.com/compare/meta-vs-microsoft (data as of 2026-10-04).
Frequently asked questions3
- Is Meta Platforms bigger than Microsoft?
- Microsoft is larger by market cap ($3.84T vs $1.85T).
- What's the difference between Meta Platforms and Microsoft?
- Meta Platforms is a niche in Custom Silicon Designers based in United States; Microsoft is a niche in Custom Silicon Designers based in United States. Both operate in the Design (Fabless) segment.
- Who are Meta Platforms's and Microsoft's suppliers?
- wafergraph tracks 77 suppliers for Meta Platforms and 80 for Microsoft — Meta Platforms's include NVIDIA, AMD, Broadcom; Microsoft's include Alphawave Semi, NVIDIA, AMD.