Disclosed relationships
Customer-concentration disclosures from 10-K/10-Q/20-F filings. Every row ties to a filing URL. Customers named "Customer A" are anonymized in the filing itself.
| Supplier | Customer | % | Metric | Period | Filing |
|---|---|---|---|---|---|
| Applied Materials | one customer | 20% | revenue | 2026-07-26 | 10-Q |
| Nvidia | one customer | 22% | receivables | 2026-07-26 | 10-Q |
| Nvidia | one customer | 38% | revenue | 2026-07-26 | 10-Q |
| Nucor | one customer | 23% | revenue | 2026-07-04 | 10-Q |
| onsemi | one customer | 10% | receivables | 2026-07-03 | 10-Q |
| onsemi | one customer | 13% | revenue | 2026-07-03 | 10-Q |
| Applied Optoelectronics | one customer | 67.2% | receivables | 2026-06-30 | 10-Q |
| Applied Optoelectronics | one customer | 42% | revenue | 2026-06-30 | 10-Q |
| Astera Labs | Customer B | 10% | receivables | 2026-06-30 | 10-Q |
| Astera Labs | Customer D | 10% | revenue | 2026-06-30 | 10-Q |
| Benchmark | one customer | 50% | revenue | 2026-06-30 | 10-Q |
| Cadence | one customer | 10% | receivables | 2026-06-30 | 10-Q |
| Cadence | one customer | 10% | revenue | 2026-06-30 | 10-Q |
| Celestica | one customer | 10% | revenue | 2026-06-30 | 10-Q |
| Coherent | one customer | 10% | revenue | 2026-06-30 | 10-K |
| Dominion | one customer | 13% | receivables | 2026-06-30 | 10-Q |
| Eos | one customer | 10% | revenue | 2026-06-30 | 10-Q |
| KLA | one customer | 19% | revenue | 2026-06-30 | 10-K |
| Microchip | one customer | 10% | revenue | 2026-06-30 | 10-Q |
| Microsoft | one customer | 10% | revenue | 2026-06-30 | 10-K |
| Navitas | one customer | 10% | receivables | 2026-06-30 | 10-Q |
| NextEra | one customer | 90% | revenue | 2026-06-30 | 10-Q |
| Owens Corning | one customer | 24% | receivables | 2026-06-30 | 10-Q |
| Primoris | one customer | 10% | revenue | 2026-06-30 | 10-Q |
| Quanta Computer | one customer | 10% | receivables | 2026-06-30 | 10-Q |
| Rambus | one customer | 10% | revenue | 2026-06-30 | 10-Q |
| Trane | one customer | 79% | revenue | 2026-06-30 | 10-Q |
| Lam Research | one customer | 20% | receivables | 2026-06-28 | 10-K |
| Lam Research | one customer | 34% | revenue | 2026-06-28 | 10-K |
| Wolfspeed | one customer | 15% | receivables | 2026-06-28 | 10-K |
| Wolfspeed | one customer | 10% | revenue | 2026-06-28 | 10-K |
| AMD | one customer | 70% | revenue | 2026-06-27 | 10-Q |
| Lumentum | one customer | 10% | receivables | 2026-06-27 | 10-K |
| Lumentum | one customer | 10% | revenue | 2026-06-27 | 10-K |
| Sanmina | one customer | 10% | receivables | 2026-06-27 | 10-Q |
| Sanmina | one customer | 67% | revenue | 2026-06-27 | 10-Q |
| Fabrinet | one customer | 10% | revenue | 2026-06-26 | 10-K |
| Flex | one customer | 12% | revenue | 2026-06-26 | 10-Q |
| Jabil | one customer | 36% | revenue | 2026-05-31 | 10-Q |
| Micron | one customer | 10% | revenue | 2026-05-28 | 10-Q |
| Broadcom | one customer | 42% | revenue | 2026-05-03 | 10-Q |
| Credo | Customer A | 10% | receivables | 2026-05-02 | 10-K |
| Credo | Customer B | 10% | receivables | 2026-05-02 | 10-K |
| Credo | Customer B | 10% | revenue | 2026-05-02 | 10-K |
| Credo | one customer | 90% | revenue | 2026-05-02 | 10-K |
| Marvell | one customer | 75% | receivables | 2026-05-02 | 10-Q |
| Marvell | one customer | 26% | revenue | 2026-05-02 | 10-Q |
| Dell | one customer | 50% | revenue | 2026-05-01 | 10-Q |
| Applied Materials | one customer | 21% | revenue | 2026-04-26 | 10-Q |
| Nvidia | one customer | 30% | receivables | 2026-04-26 | 10-Q |
| Nvidia | one customer | 22% | revenue | 2026-04-26 | 10-Q |
| Nucor | one customer | 21% | revenue | 2026-04-04 | 10-Q |
| onsemi | one customer | 10% | receivables | 2026-04-03 | 10-Q |
| onsemi | one customer | 10% | revenue | 2026-04-03 | 10-Q |
| Applied Optoelectronics | one customer | 74.5% | receivables | 2026-03-31 | 10-Q |
| Arm | one customer | 12% | receivables | 2026-03-31 | 20-F |
| Arm | one customer | 16% | revenue | 2026-03-31 | 20-F |
| Astera Labs | Customer B | 10% | receivables | 2026-03-31 | 10-Q |
| Astera Labs | Customer C | 10% | revenue | 2026-03-31 | 10-Q |
| Benchmark | one customer | 50% | revenue | 2026-03-31 | 10-Q |
| Cadence | one customer | 10% | receivables | 2026-03-31 | 10-Q |
| Cadence | one customer | 10% | revenue | 2026-03-31 | 10-Q |
| Celestica | one customer | 10% | revenue | 2026-03-31 | 10-Q |
| Dominion | one customer | 13% | receivables | 2026-03-31 | 10-Q |
| EnerSys | one customer | 10% | revenue | 2026-03-31 | 10-K |
| Eos | one customer | 10% | revenue | 2026-03-31 | 10-Q |
| Flex | one customer | 10% | receivables | 2026-03-31 | 10-K |
| Flex | one customer | 45% | revenue | 2026-03-31 | 10-K |
| KLA | one customer | 10% | receivables | 2026-03-31 | 10-Q |
| KLA | one customer | 19% | revenue | 2026-03-31 | 10-Q |
| Microchip | one customer | 10% | receivables | 2026-03-31 | 10-K |
| Microchip | one customer | 10% | revenue | 2026-03-31 | 10-K |
| Microsoft | one customer | 10% | revenue | 2026-03-31 | 10-Q |
| Navitas | one customer | 10% | receivables | 2026-03-31 | 10-Q |
| NextEra | one customer | 90% | revenue | 2026-03-31 | 10-Q |
| Owens Corning | one customer | 20% | receivables | 2026-03-31 | 10-Q |
| Powell | one customer | 95% | revenue | 2026-03-31 | 10-Q |
| Primoris | one customer | 10% | revenue | 2026-03-31 | 10-Q |
| Quanta Computer | one customer | 10% | receivables | 2026-03-31 | 10-Q |
| Rambus | Customer C | 11% | revenue | 2026-03-31 | 10-Q |
| Rambus | Customer D | 10% | revenue | 2026-03-31 | 10-Q |
| Rambus | one customer | 70% | revenue | 2026-03-31 | 10-Q |
| Trane | one customer | 78% | revenue | 2026-03-31 | 10-Q |
| Lam Research | one customer | 42% | revenue | 2026-03-29 | 10-Q |
| Wolfspeed | one customer | 10% | revenue | 2026-03-29 | 10-Q |
| Lumentum | one customer | 25% | receivables | 2026-03-28 | 10-Q |
| Lumentum | one customer | 26% | revenue | 2026-03-28 | 10-Q |
| Sanmina | one customer | 10% | receivables | 2026-03-28 | 10-Q |
| Sanmina | one customer | 70% | revenue | 2026-03-28 | 10-Q |
| Fabrinet | one customer | 10% | receivables | 2026-03-27 | 10-Q |
| Fabrinet | one customer | 10% | revenue | 2026-03-27 | 10-Q |
| Jabil | one customer | 38% | revenue | 2026-02-28 | 10-Q |
| Micron | one customer | 13% | revenue | 2026-02-26 | 10-Q |
| Broadcom | one customer | 50% | revenue | 2026-02-01 | 10-Q |
| Credo | Customer A | 10% | receivables | 2026-01-31 | 10-Q |
| Credo | Customer B | 10% | revenue | 2026-01-31 | 10-Q |
| Credo | Customer C | 10% | receivables | 2026-01-31 | 10-Q |
| Marvell | Customer A | 14% | revenue | 2026-01-31 | 10-K |
| Marvell | one customer | 73% | receivables | 2026-01-31 | 10-K |
| Marvell | one customer | 10% | revenue | 2026-01-31 | 10-K |
| Dell | one customer | 12% | revenue | 2026-01-30 | 10-K |
| Nvidia | one customer | 25% | receivables | 2026-01-25 | 10-K |
| Nvidia | one customer | 22% | revenue | 2026-01-25 | 10-K |
| AEP | one customer | 10% | revenue | 2025-12-31 | 10-K |
| Allegion | one customer | 26% | revenue | 2025-12-31 | 10-K |
| Alphabet (Google) | one customer | 10% | revenue | 2025-12-31 | 10-K |
| Ameren | one customer | 10% | receivables | 2025-12-31 | 10-K |
| Ameren | one customer | 28% | revenue | 2025-12-31 | 10-K |
| Amphenol | one customer | 10% | revenue | 2025-12-31 | 10-K |
| Applied Optoelectronics | one customer | 10% | revenue | 2025-12-31 | 10-K |
| Astera Labs | Customer C | 10% | receivables | 2025-12-31 | 10-K |
| Astera Labs | one customer | 86% | revenue | 2025-12-31 | 10-K |
| Bel Fuse | one customer | 10% | revenue | 2025-12-31 | 10-K |
| Belden | one customer | 14% | receivables | 2025-12-31 | 10-K |
| Belden | one customer | 10% | revenue | 2025-12-31 | 10-K |
| Benchmark | one customer | 10% | receivables | 2025-12-31 | 10-K |
| Benchmark | one customer | 51% | revenue | 2025-12-31 | 10-K |
| Cadence | one customer | 10% | receivables | 2025-12-31 | 10-K |
| Cadence | one customer | 10% | revenue | 2025-12-31 | 10-K |
| Carrier | one customer | 10% | revenue | 2025-12-31 | 10-K |
| Celestica | one customer | 79% | revenue | 2025-12-31 | 10-K |
| Chemours | one customer | 10% | receivables | 2025-12-31 | 10-K |
| Chemours | one customer | 10% | revenue | 2025-12-31 | 10-K |
| Constellation | one customer | 32% | revenue | 2025-12-31 | 10-K |
| Dominion | one customer | 80% | revenue | 2025-12-31 | 10-K |
| Duke Energy | one customer | 10% | revenue | 2025-12-31 | 10-K |
| Eaton | one customer | 10% | revenue | 2025-12-31 | 10-K |
| Ecolab (Nalco) | one customer | 47% | revenue | 2025-12-31 | 10-K |
| Entergy | one customer | 10% | revenue | 2025-12-31 | 10-K |
| Flex | one customer | 46% | revenue | 2025-12-31 | 10-Q |
| Fluor | one customer | 15% | revenue | 2025-12-31 | 10-K |
| Generac | one customer | 10% | receivables | 2025-12-31 | 10-K |
| Herc | one customer | 25% | revenue | 2025-12-31 | 10-K |
| KLA | one customer | 10% | receivables | 2025-12-31 | 10-Q |
| KLA | one customer | 17% | revenue | 2025-12-31 | 10-Q |
| Microchip | one customer | 10% | revenue | 2025-12-31 | 10-Q |
| Microsoft | one customer | 10% | revenue | 2025-12-31 | 10-Q |
| NextEra | one customer | 90% | revenue | 2025-12-31 | 10-K |
| nVent | one customer | 11% | receivables | 2025-12-31 | 10-K |
| nVent | one customer | 11% | revenue | 2025-12-31 | 10-K |
| onsemi | one customer | 10% | receivables | 2025-12-31 | 10-K |
| onsemi | one customer | 46% | revenue | 2025-12-31 | 10-K |
| Owens Corning | one customer | 25% | receivables | 2025-12-31 | 10-K |
| Owens Corning | one customer | 16% | revenue | 2025-12-31 | 10-K |
| Pentair | one customer | 18% | revenue | 2025-12-31 | 10-K |
| Primoris | one customer | 53.1% | revenue | 2025-12-31 | 10-K |
| Quanta Computer | one customer | 10% | receivables | 2025-12-31 | 10-K |
| Quanta Computer | one customer | 30% | revenue | 2025-12-31 | 10-K |
| Rambus | Customer C | 12% | revenue | 2025-12-31 | 10-K |
| Rambus | one customer | 66% | revenue | 2025-12-31 | 10-K |
| Southern Company | one customer | 12.9% | revenue | 2025-12-31 | 10-K |
| Texas Instruments | one customer | 20% | revenue | 2025-12-31 | 10-K |
| Trane | one customer | 10% | revenue | 2025-12-31 | 10-K |
| TSMC | one customer | 93% | receivables | 2025-12-31 | 20-F |
| TSMC | one customer | 70% | revenue | 2025-12-31 | 20-F |
| Vicor | one customer | 10% | receivables | 2025-12-31 | 10-K |
| Vicor | one customer | 11.9% | revenue | 2025-12-31 | 10-K |
| Xylem | one customer | 42% | revenue | 2025-12-31 | 10-K |
| Lam Research | one customer | 42% | revenue | 2025-12-28 | 10-Q |
| Wolfspeed | one customer | 10% | revenue | 2025-12-28 | 10-Q |
| AMD | one customer | 11% | receivables | 2025-12-27 | 10-K |
| AMD | one customer | 10% | revenue | 2025-12-27 | 10-K |
| Intel | one customer | 43% | revenue | 2025-12-27 | 10-K |
| Lumentum | one customer | 20% | receivables | 2025-12-27 | 10-Q |
| Lumentum | one customer | 24% | revenue | 2025-12-27 | 10-Q |
| Fabrinet | one customer | 10% | receivables | 2025-12-26 | 10-Q |
| Fabrinet | one customer | 10% | revenue | 2025-12-26 | 10-Q |
| Broadcom | one customer | 44% | receivables | 2025-11-02 | 10-K |
| Broadcom | one customer | 40% | revenue | 2025-11-02 | 10-K |
| Analog Devices | one customer | 10% | revenue | 2025-11-01 | 10-K |
| Credo | Customer A | 10% | receivables | 2025-11-01 | 10-Q |
| Credo | Customer B | 10% | receivables | 2025-11-01 | 10-Q |
| Credo | Customer B | 10% | revenue | 2025-11-01 | 10-Q |
| Credo | Customer C | 10% | revenue | 2025-11-01 | 10-Q |
| Marvell | Customer A | 11% | revenue | 2025-11-01 | 10-Q |
| Marvell | one customer | 70% | receivables | 2025-11-01 | 10-Q |
| Marvell | one customer | 25% | revenue | 2025-11-01 | 10-Q |
| Dell | one customer | 45% | revenue | 2025-10-31 | 10-Q |
| HPE | one customer | 10% | receivables | 2025-10-31 | 10-K |
| HPE | one customer | 10% | revenue | 2025-10-31 | 10-K |
| Applied Materials | one customer | 19% | revenue | 2025-10-26 | 10-K |
| Air Products | one customer | 10% | revenue | 2025-09-30 | 10-K |
| Johnson Controls | one customer | 10% | revenue | 2025-09-30 | 10-K |
| Powell | one customer | 10% | revenue | 2025-09-30 | 10-K |
| Plexus | one customer | 10% | revenue | 2025-09-27 | 10-K |
| Sanmina | one customer | 10% | receivables | 2025-09-27 | 10-K |
| Sanmina | one customer | 52% | revenue | 2025-09-27 | 10-K |
| TE Connectivity | one customer | 12% | revenue | 2025-09-26 | 10-K |
| Jabil | one customer | 36% | revenue | 2025-08-31 | 10-K |
| Micron | one customer | 17% | revenue | 2025-08-28 | 10-K |
| Cisco | one customer | 10% | revenue | 2025-07-26 | 10-K |
| Supermicro | one customer | 10% | revenue | 2025-06-30 | 10-K |