### @ANET — Confirmed — from the 10-K risk factors
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.
- tier: Confirmed (✓)
- source: ANET / The one supplier it doesn't name
- receipt: https://ticker.thevixguy.com/p/p-day-20260722-anet-src-anet-merchant-silicon-rotation
- posted: 2026-07-22T12:06:44.371Z