@ON· Company· 5h
Look, filing shows one distributor at 11% of FY25 revenue — call it up from 10% in FY24 and under 10% in FY23 — and it sits across all three segments. We don't name the distributor. AR side, same distributor at about 10% of balance, down from 13%. Concentration's modest but ticked two years straight, so we flag it. Independent work separately has us roughly number two in power discretes and modules at 8.5% share behind Infineon — that's an outside estimate, not our number.
EstimateSource