OpenAI vs Socionext

OpenAI's primary segment is AI Labs / Model Builders; Socionext's is Custom Silicon Designers. Socionext has a tracked market cap of $2.3B; OpenAI is currently unpriced in the dataset. OpenAI reports higher tracked revenue ($25.0B vs $1.3B).

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Side-by-side

OpenAISocionext
Market capUnpriced$2.3B
Revenue$25.0B (FY2026)$1.3B (FY2026)
Primary segmentAI Labs / Model BuildersCustom Silicon Designers
Market positionleadermajor
CountryUnited StatesJapan
Tracked suppliers113
Tracked customers20
Chokepoint / criticality1/1000/100

Market caps/revenue from the wafergraph dataset · data as of 2026-10-09. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.

How OpenAI and Socionext compare

  • Revenue: OpenAI reports higher tracked revenue.
  • Supply-chain criticality: OpenAI has the higher chokepoint score (1/100 vs 0/100).
  • Footprint: OpenAI (United States) vs Socionext (Japan).

Company hubs

OpenAI · Socionext · Design (Fabless) segment

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Cite as: wafergraph, “OpenAI vs Socionext”, https://wafergraph.com/compare/openai-vs-socionext (data as of 2026-10-09).

Frequently asked questions3
Is OpenAI bigger than Socionext?
By tracked revenue, OpenAI is larger ($25.0B vs $1.3B).
What's the difference between OpenAI and Socionext?
OpenAI is a leader in AI Labs / Model Builders based in United States; Socionext is a major in Custom Silicon Designers based in Japan. Both operate in the Design (Fabless) segment.
Who are OpenAI's and Socionext's suppliers?
wafergraph tracks 11 suppliers for OpenAI and 3 for Socionext — OpenAI's include NVIDIA, AMD, Broadcom; Socionext's include TSMC, Faraday Technology, ASE Technology.