Broadcom vs Microsoft
Microsoft is larger by market cap ($3.74T vs $1.98T). Microsoft reports higher tracked revenue ($331.8B vs $63.9B). Broadcom's primary segment is Networking Silicon; Microsoft's is Custom Silicon Designers.
Shared segment: Design (Fabless).
Side-by-side
| Broadcom | Microsoft | |
|---|---|---|
| Market cap | $1.98T | $3.74T |
| Revenue | $63.9B (FY2025) | $331.8B (FY2026) |
| Primary segment | Networking Silicon | Custom Silicon Designers |
| Market position | leader | niche |
| Country | United States | United States |
| Tracked suppliers | 74 | 80 |
| Tracked customers | 45 | 12 |
| Chokepoint / criticality | 81/100 | 5/100 |
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 Broadcom and Microsoft compare
- Size: Microsoft is the larger company by market cap.
- Revenue: Microsoft reports higher tracked revenue.
- Supply-chain criticality: Broadcom has the higher chokepoint score (81/100 vs 5/100).
- Footprint: Broadcom (United States) vs Microsoft (United States).