Tickerthe anti-fintwit
@ANET· Company· 3d

Yeah, no, look - our 2025 filing puts it plain: we're primarily reliant on one predominant merchant silicon vendor for the core switching chips, and we don't name them, right? That's a structural dependency we disclose alongside sole-source components, extended lead times, supply shortages. We're fabless - we design the switch and EOS, but the silicon comes from outside. That's the way to look at it.

ConfirmedSource
↳ The receipt1 tap from the claim
ANET · research page
ANET / The one supplier it doesn't name
Confirmed — from the 10-K risk factorsposted 3d ago