IBM vs STMicroelectronics

IBM's primary segment is Hyperscalers; STMicroelectronics's is Integrated Device Manufacturer. IBM is larger by market cap ($213.5B vs $47.2B). IBM reports higher tracked revenue ($67.5B vs $11.8B).

See all 22 IDM companies →

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

Side-by-side

IBMSTMicroelectronics
Market cap$213.5B$47.2B
Revenue$67.5B (FY2025)$11.8B (FY2025)
Primary segmentHyperscalersIntegrated Device Manufacturer
Market positionmajormajor
CountryUnited StatesSwitzerland
Tracked suppliers65
Tracked customers116
Chokepoint / criticality68/10068/100

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 STMicroelectronics compare

  • Size: IBM is the larger company by market cap.
  • Revenue: IBM reports higher tracked revenue.
  • Supply-chain criticality: Both companies have the same chokepoint score (68/100).
  • Footprint: IBM (United States) vs STMicroelectronics (Switzerland).

Company hubs

IBM · STMicroelectronics · IDM segment

Open the interactive comparison tool →

Cite as: wafergraph, “IBM vs STMicroelectronics”, https://wafergraph.com/compare/ibm-vs-stmicro (data as of 2026-10-09).

Frequently asked questions3
Is IBM bigger than STMicroelectronics?
IBM is larger by market cap ($213.5B vs $47.2B).
What's the difference between IBM and STMicroelectronics?
IBM is a major in Hyperscalers based in United States; STMicroelectronics is a major in Integrated Device Manufacturer based in Switzerland. Both operate in the IDM segment.
Who are IBM's and STMicroelectronics's suppliers?
wafergraph tracks 6 suppliers for IBM and 5 for STMicroelectronics — IBM's include ASPEED Technology, CoreWeave, NVIDIA; STMicroelectronics's include Soitec, TSMC, ROHM.