Microsoft competitors

As of 2026-10-09, Microsoft's closest competitors in Custom Silicon Designers are Broadcom, OpenAI and Apple. wafergraph tracks 18 companies in Custom Silicon Designers; Microsoft is positioned as a market niche there with a market cap of $3.88T, and the largest competitor by market cap is Apple at $4.97T.

See Apple, Microsoft's largest tracked competitor by market cap →

Data as of 2026-10-09 · peers = companies sharing Microsoft's primary Custom Silicon Designers segment in the wafergraph taxonomy · ordered by market position, then market cap

Who competes with Microsoft

Suppliers Microsoft shares with its competitors

  • TSMC shared with 9 of Microsoft's top competitors
  • ASE Technology shared with 7 of Microsoft's top competitors
  • Broadcom shared with 6 of Microsoft's top competitors
  • NVIDIA shared with 5 of Microsoft's top competitors
  • SK hynix shared with 4 of Microsoft's top competitors
  • Micron Technology shared with 4 of Microsoft's top competitors
  • AMD shared with 4 of Microsoft's top competitors
  • Alphawave Semi shared with 3 of Microsoft's top competitors
  • Hon Hai (Foxconn) shared with 3 of Microsoft's top competitors
  • Intel shared with 3 of Microsoft's top competitors
  • Crusoe Energy shared with 3 of Microsoft's top competitors
  • CoreWeave shared with 2 of Microsoft's top competitors

A supplier shared across rivals is a segment-level chokepoint: if it fails, the whole peer group feels it at once.

Customers Microsoft shares with its competitors

  • Perplexity AI shared with 2 of Microsoft's top competitors
  • Anthropic shared with 2 of Microsoft's top competitors
  • OpenAI shared with 1 of Microsoft's top competitors
  • Tencent shared with 1 of Microsoft's top competitors
  • Cohere shared with 1 of Microsoft's top competitors
  • Hugging Face shared with 1 of Microsoft's top competitors
  • Scale AI shared with 1 of Microsoft's top competitors
Frequently asked questions3
Who are Microsoft's competitors?
Microsoft's closest competitors in Custom Silicon Designers are Broadcom, OpenAI and Apple; wafergraph tracks 17 rivals in that segment.
Who is Microsoft's largest competitor?
Apple is the largest Custom Silicon Designers competitor by market cap ($4.97T).
How many companies compete in Custom Silicon Designers?
wafergraph tracks 18 companies in Custom Silicon Designers, including Microsoft.

Cite as: wafergraph, “Microsoft competitors — 17 rivals in Custom Silicon Designers, compared”, https://wafergraph.com/competitors/microsoft (data as of 2026-10-09).

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