Microsoft supply chain risk

As of 2026-09-05, Microsoft depends on 80 tracked suppliers headquartered in 15 countries (44 of them in the United States). 15 of those suppliers hold a monopoly or leader position in their own segment, led by NVIDIA, TSMC and Broadcom. Microsoft itself carries a supply-chain criticality score of 5/100, with 16 tracked companies downstream of it.

Data as of 2026-09-05 · suppliers are the curated key_supplier edges in the wafergraph dataset (researched or segment-inferred — see /methodology) · criticality is the graph-derived chokepoint score, 0–100

Dominant and single-source suppliers

  • NVIDIA — leader in GPU & AI Accelerators, United States criticality 81/100
  • TSMC — leader in Pure-Play Foundry, Taiwan criticality 81/100
  • Broadcom — leader in Networking Silicon, United States criticality 81/100
  • Dell Technologies — leader in Networking & Systems, United States criticality 81/100
  • Arista Networks — leader in Networking & Systems, United States criticality 9/100
  • Schneider Electric — leader in Power & Cooling, France criticality 91/100
  • Delta Electronics — leader in Power & Cooling, Taiwan criticality 91/100
  • Hon Hai (Foxconn) — leader in Systems & ODM (AI servers), Taiwan criticality 81/100
  • Vertiv — leader in Power & Cooling, United States criticality 91/100
  • Equinix — leader in Data Center REITs, United States criticality 81/100
  • ASE Technology — leader in Outsourced Assembly & Test, Taiwan criticality 81/100
  • Digital Realty — leader in Data Center REITs, United States criticality 81/100
  • CoreWeave — leader in GPU Clouds (Neoclouds), United States criticality 81/100
  • Quanta Computer — leader in Systems & ODM (AI servers), Taiwan criticality 81/100
  • SK hynix — leader in DRAM, South Korea criticality 81/100

A monopoly or leader supplier is the hardest to replace. These are the edges to watch first.

Suppliers by country

  • United States — 44 suppliers (55%)
  • Taiwan — 12 suppliers (15%)
  • United Kingdom — 5 suppliers (6%)
  • China — 4 suppliers (5%)
  • Australia — 3 suppliers (4%)
  • Canada — 2 suppliers (3%)
  • Singapore — 2 suppliers (3%)
  • France — 1 supplier (1%)
  • South Korea — 1 supplier (1%)
  • Ireland — 1 supplier (1%)
  • Japan — 1 supplier (1%)
  • Hong Kong — 1 supplier (1%)
  • Sweden — 1 supplier (1%)
  • India — 1 supplier (1%)
  • Denmark — 1 supplier (1%)

All 80 tracked suppliers

Downstream exposure

  • Criticality score: 5/100
  • Companies downstream of Microsoft: 16
  • Tracked market cap downstream (priced companies only): $8.64T across 6 priced companies

Cite as: wafergraph, “Microsoft supply chain risk — 80 suppliers, single-source exposure & criticality”, https://wafergraph.com/supply-chain-risk/microsoft (data as of 2026-09-05).

Open Microsoft's supplier graph →

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