IBM → Rapidus
Yes, wafergraph tracks IBM as a supplier of Rapidus, as of 2026-10-09. Rapidus sources from 2 tracked suppliers in this dataset; Rapidus has only 2 tracked suppliers in this dataset. Concentration on the supplier side is high. IBM has only 1 tracked customer in this dataset.
Data as of 2026-10-09 · relationship type: tracked supplier → customer · both names resolve in companies.json · no dollar amount is shown unless it already sits on a company record, and none is invented here
Why this edge matters
IBM (major in AI & Data Center) is a tracked supplier of Rapidus (challenger in Foundry). Enterprise computing and cloud; designs its own Power and Telum chips. Government-backed Japanese foundry targeting 2nm production in 2027. The edge is one of 2 tracked suppliers of Rapidus and one of 1 tracked customer of IBM.
Source: derived from both company records and the counted edges.
Concentration / risk note
Rapidus has only 2 tracked suppliers in this dataset. Concentration on the supplier side is high. IBM has only 1 tracked customer in this dataset. Demand-side concentration is high.
Basis: few suppliers, few customers. Omitted on edges where the graph does not back a concentration claim.
The two companies
IBM (supplier)
Enterprise computing and cloud; designs its own Power and Telum chips.
Rapidus (customer)
Government-backed Japanese foundry targeting 2nm production in 2027.
Other tracked suppliers of Rapidus
Frequently asked questions3
- Is IBM a supplier of Rapidus?
- Yes. wafergraph records IBM as a tracked supplier of Rapidus (as of 2026-10-09).
- How many suppliers does Rapidus have?
- The dataset records 2 tracked suppliers for Rapidus.
- How many customers does IBM have?
- The dataset records 1 tracked customers for IBM.
Cite as: wafergraph, “IBM → Rapidus — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/ibm/rapidus/ (data as of 2026-10-09).
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