IBM

As of 2026-10-09, IBM has 6 tracked suppliers and 1 tracked customer in this dataset; its largest supplier by market cap is NVIDIA.

Sourced from 2 references — Wikipedia, secondary source — last verified 2026-07-19.

Enterprise computing and cloud; designs its own Power and Telum chips.

Ticker: NYSE: IBM
Headquarters: Armonk
Founded: 1911
Employees: 352,600
Revenue: $67.5B (FY2025) · +7.6% YoY
Net income: $10.6B
Market position: major
Value-chain segment: Hyperscalers, Integrated Device Manufacturer
Key products: IBM Power servers (Power10 CPU), IBM Telum AI inference chip, IBM Z mainframe (z16), IBM Cloud, IBM Watson / watsonx AI platform

About IBM

IBM, headquartered in United States, operates in the Hyperscalers and Integrated Device Manufacturer segments of the semiconductor & AI supply chain and is positioned as a market major there. Its key products include IBM Power servers (Power10 CPU), IBM Telum AI inference chip, IBM Z mainframe (z16), IBM Cloud, IBM Watson / watsonx AI platform. wafergraph maps 6 tracked suppliers and 1 tracked customer for IBM across the value chain. It has a supply-chain criticality score of 68/100, with 235 companies downstream of it. IBM is a party to 1 tracked deal, including Rapidus–IBM 2nm partnership.

International Business Machines Corporation, doing business as IBM, is an American multinational technology company headquartered in Armonk, New York, and present in over 175 countries. It is a publicly traded company and one of the 30 companies in the Dow Jones Industrial Average. IBM is the largest industrial research organization in the world, with 19 research facilities across a dozen countries; for 29 consecutive years, from 1993 to 2021, it held the record for most annual U.S. patents generated by a business.

Role in the chain

IBM is a market major in AI & Data Center (Hyperscalers), headquartered in United States. Enterprise computing and cloud; designs its own Power and Telum chips.

Diligence questions

The dataset records 6 tracked suppliers for IBM. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
5 of IBM's tracked suppliers are a monopoly or leader (including ASPEED Technology, Broadcom, CoreWeave, NVIDIA). Which of those are actually single-source for the process step you care about?
The dataset names 1 tracked customer for IBM. How concentrated is demand among those names, and which of them have a documented second source in this graph?
IBM is headquartered in United States. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
IBM trades as NYSE:IBM. What does the latest reported period say about capacity and backlog versus the graph position above?
Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.

Full diligence pack for IBM