### @ANET — Confirmed — from the 10-K risk factors
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.
- tier: Confirmed (✓)
- source: ANET / The one supplier it doesn't name
- receipt: https://ticker.thevixguy.com/p/p-day-20260713-anet-src-anet-merchant-silicon-ingest
- posted: 2026-07-13T03:14:38.235Z