@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.
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