Microsoft
Microsoft is a niche in the Design (Fabless) segment of the semiconductor & AI supply chain, headquartered in United States. Its key suppliers include Alphawave Semi, NVIDIA, AMD. Its key customers include OpenAI, Together AI, Anthropic.
Designs Maia AI accelerators and Cobalt server CPUs for Azure.
- Ticker
- NASDAQ: MSFT
- Headquarters
- United States
- Revenue
- $331.8B (FY2026) · +17.8% YoY
- Net income
- $133.7B
- Operating margin
- 46.8%
- Market position
- niche
- Value-chain segment
- Custom Silicon Designers, Hyperscalers
- Key products
- Maia, Cobalt
About Microsoft
Microsoft, headquartered in United States, operates in the Custom Silicon Designers and Hyperscalers segments of the semiconductor & AI supply chain and is positioned as a market niche there. Its key products include Maia, Cobalt. wafergraph maps 80 tracked suppliers and 12 tracked customers for Microsoft across the value chain. It has a supply-chain criticality score of 5/100, with 16 companies downstream of it. Microsoft is a party to 7 tracked deals, including Microsoft invests $1B in OpenAI; Microsoft expands OpenAI investment (~$10B); Microsoft–CoreWeave GPU cloud deal.
Key products
- Maia
- Cobalt
Suppliers
- Alphawave Semi
- NVIDIA
- AMD
- Credo Technology
- Global Unichip (GUC)
- TSMC
- SK hynix
- Micron Technology
- Applied Optoelectronics
- Hon Hai (Foxconn)
- Quanta Computer
- Wiwynn
- Hewlett Packard Enterprise
- CoreWeave
- Arista Networks
- Cisco Systems
- Vertiv
- Schneider Electric
- ASE Technology
- Broadcom
- Intel
- Ampere Computing
- Crusoe Energy
- Anthropic
- Equinix
- Digital Realty
- Eaton
- Super Micro Computer
- Dell Technologies
- Delta Electronics
- Lite-On Technology
- nVent Electrical
- Munters Group
- Asetek
- GDS Holdings
- Wistron
- Inventec
- Pegatron
- Celestica
- Jabil
- Gigabyte Technology
- NEXTDC
- Iron Mountain
- NTT
- American Tower
- Keppel DC REIT
- DigitalBridge
- 21Vianet
- Vantage Data Centers
- Aligned Data Centers
- Switch
- QTS Data Centers
- CyrusOne
- CoreSite
- EdgeConneX
- AirTrunk
- STACK Infrastructure
- Compass Datacenters
- DataBank
- Flexential
- Cologix
- Yondr
- Colt Data Centre Services
- Global Switch
- Chindata Group
- Sify Technologies
- Inspur
- Lenovo
- Applied Digital
- IREN
- Core Scientific
- TeraWulf
- Cipher Mining
- Hut 8
- Bitdeer Technologies
- HIVE Digital Technologies
- Galaxy Digital
- Soluna Holdings
- Nscale
- Sabey Data Centers
Customers
More Design (Fabless) companies
Compare with
Apple · Alphabet (Google) · Amazon (Annapurna Labs) · Broadcom · Meta Platforms · Tesla
Sources
Open the interactive supply-chain view →
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