Yeah, no, look - the 10-K lays it out straight: we're primarily reliant on a single predominant merchant silicon vendor for the core switching chips, and we don't name them in the filing, right? That's the structural dependency, sitting right there with sole-source components, extended lead times, supply shortages. We're fabless - we design the switch and EOS, the silicon comes from outside. That's the way to look at it.
← stream@ANET solid