IBM supply chain risk
As of 2026-10-09, IBM depends on 6 tracked suppliers headquartered in 2 countries (4 of them in the United States). 5 of those suppliers hold a monopoly or leader position in their own segment, led by NVIDIA, TSMC and Broadcom. IBM itself carries a supply-chain criticality score of 68/100, with 235 tracked companies downstream of it.
Data as of 2026-10-09 · suppliers are the curated key_supplier edges in the wafergraph dataset (researched or segment-inferred — see /methodology) · criticality is the graph-derived chokepoint score, 0–100
Dominant and single-source suppliers
- NVIDIA — leader in GPU & AI Accelerators, United States
- TSMC — leader in Pure-Play Foundry, Taiwan
- Broadcom — leader in Networking Silicon, United States
- CoreWeave — leader in GPU Clouds (Neoclouds), United States
- ASPEED Technology — leader in Edge & IoT SoC, Taiwan
A monopoly or leader supplier is the hardest to replace. These are the edges to watch first.
Suppliers by country
- United States — 4 suppliers (67%)
- Taiwan — 2 suppliers (33%)
All 6 tracked suppliers
| Supplier | Segment | Position | Country | Criticality |
|---|---|---|---|---|
| NVIDIA | GPU & AI Accelerators | leader | United States | 81/100 |
| TSMC | Pure-Play Foundry | leader | Taiwan | 81/100 |
| Broadcom | Networking Silicon | leader | United States | 81/100 |
| CoreWeave | GPU Clouds (Neoclouds) | leader | United States | 81/100 |
| ASPEED Technology | Edge & IoT SoC | leader | Taiwan | 81/100 |
| AMD | CPU | major | United States | 68/100 |
Downstream exposure
- Criticality score: 68/100
- Companies downstream of IBM: 235
- Tracked market cap downstream (priced companies only): $35.73T across 146 priced companies
Frequently asked questions3
- How many suppliers does IBM have?
- wafergraph tracks 6 key suppliers for IBM, across 2 countries.
- Which of IBM's suppliers are single-source risks?
- NVIDIA, TSMC, Broadcom, CoreWeave and ASPEED Technology hold monopoly or leader positions in their segments, which makes them the hardest suppliers for IBM to replace.
- What is IBM's supply-chain criticality score?
- IBM scores 68/100 on wafergraph's chokepoint criticality index, with 235 tracked companies downstream.
Cite as: wafergraph, “IBM supply chain risk — 6 suppliers, single-source exposure & criticality”, https://wafergraph.com/supply-chain-risk/ibm (data as of 2026-10-09).
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