IBM vs Wolfspeed
IBM's primary segment is Hyperscalers; Wolfspeed's is Integrated Device Manufacturer. IBM is larger by market cap ($213.5B vs $1.6B). IBM reports higher tracked revenue ($67.5B vs $468M).
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Side-by-side
| IBM | Wolfspeed | |
|---|---|---|
| Market cap | $213.5B | $1.6B |
| Revenue | $67.5B (FY2025) | $468M (FY2026) |
| 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 2026-10-09. 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
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Cite as: wafergraph, “IBM vs Wolfspeed”, https://wafergraph.com/compare/ibm-vs-wolfspeed (data as of 2026-10-09).
Frequently asked questions3
- Is IBM bigger than Wolfspeed?
- IBM is larger by market cap ($213.5B vs $1.6B).
- What's the difference between IBM and Wolfspeed?
- IBM is a major in Hyperscalers based in United States; Wolfspeed is a challenger in Integrated Device Manufacturer based in United States. Both operate in the IDM segment.
- Who are IBM's and Wolfspeed's suppliers?
- wafergraph tracks 6 suppliers for IBM and 1 for Wolfspeed — IBM's include ASPEED Technology, CoreWeave, NVIDIA.