Company suppliers and customers

• What each filing says7 sources

  • Hon Hai Precision Industry, from the NVIDIA 10-K filed 25 February 2026: “We engage with independent subcontractors and contract manufacturers such as Hon Hai Precision Industry Co., Ltd., Wistron Corporation, and Fabrinet to perform assembly, testing and packaging of our final products.”
  • Fabrinet, from the Fabrinet 10-K filed 18 August 2026: “During fiscal year 2026, Cisco Systems, Inc., NVIDIA Corporation, Nokia Corporation and Amazon.com, Inc. contributed 19.9%, 16.3%, 10.7% and 10.5%, respectively, of our revenues.”
  • Coherent, from the Coherent 10-K filed 14 August 2026: “The non-exclusive agreement includes a multi-billion-dollar purchase commitment with NVIDIA, as well as future access and capacity rights for advanced laser and optical networking products.”
  • Nebius Group, from the Nebius 20-F filed 30 April 2026: “We currently rely on Nvidia for the GPU chips we use and on a limited number of other suppliers for other key components in our infrastructure.”
  • HIVE Digital Technologies, from the HIVE 10-K filed 2 June 2026: “The Company has purchased GPU cards manufactured by Nvidia and AMD, while GPU server cases are manufactured by Dell or Supermicro.”
  • SharonAI Holdings, from the SharonAI 10-K filed 31 March 2026: “NVIDIA is a manufacturer of the Company’s GPUs and is a key operational partner under NVIDIA’s NCP program.”
  • Customer A, not named, from the NVIDIA 10-Q filed 26 August 2026, which tags a receivables concentration figure, 22%, for a customer the filing does not name.

• What each filing says7 sources

  • Cirrus Logic, from the Cirrus Logic 10-K filed 21 May 2026, which tags a revenue concentration figure, 91%, naming Apple as the customer.
  • Vendor one, not named, from the Apple 10-Q filed 31 July 2026, which tags a vendor non-trade receivables concentration figure, 47%, for a vendor the filing does not name.
  • Corning, from the Corning 10-K filed 12 February 2026: “We collaborated with Apple to deliver durable glass with infused color for the back of Apple’s iPhone 15 and iPhone 15 Plus devices.”
  • Best Buy, from the Best Buy 10-K filed 18 March 2026: “In fiscal 2026, our 20 largest suppliers accounted for approximately 80% of the merchandise we purchased, with five suppliers – Apple, Samsung, HP, LG and Sony – representing approximately 55% of total merchandise purchased.”
  • Ingram Micro, from the Ingram Micro 10-K filed 3 March 2026, which tags a supplier concentration figure, 21% of revenue, naming Apple.
  • Alphabet, from the Apple 10-K filed 31 October 2025: “For example, the Company earns revenue from licensing arrangements with Google LLC (“Google”) and other companies to offer their search services on the Company’s platforms and applications, and certain of these arrangements are currently subject to government investigations and legal proceedings.”
  • Millicom, from the Millicom 20-F filed 24 March 2026: “The key suppliers of our handsets and set-top boxes, in terms of both volume of sales and importance to our operations, are Apple, B-Mobile, Blu, Honor, Maxwest, Motorola, OPPO, Samsung, Tecno, Vivo, Xiaomi and ZTE.”

• TSMC suppliers and customers6 links

  Company and role	Source
  Broadcom (AVGO)Customer	Broadcom 10-Q
  NVIDIA (NVDA)Customer	NVIDIA 10-K
  KLA (KLAC)Supplier	KLA 10-K
  FormFactor (FORM)Supplier, 11% of FormFactor revenue	FormFactor 10-Q
  Qnity Electronics (Q)Supplier, 8% of Qnity revenue	Qnity 10-Q
  NXP Semiconductors (NXPI)Partner	NXP 10-K

  • Broadcom, from the Broadcom 10-Q filed 10 September 2026: “During the three fiscal quarters ended August 2, 2026, approximately 95% of the wafers manufactured by our CMs were produced by Taiwan Semiconductor Manufacturing Company Limited (“TSMC”).”
  • NVIDIA, from the NVIDIA 10-K filed 25 February 2026: “We utilize foundries, such as Taiwan Semiconductor Manufacturing Company Limited, or TSMC, and Samsung Electronics Co., Ltd., or Samsung, to produce our semiconductor wafers.”
  • KLA, from the KLA 10-K filed 6 August 2026: “For the fiscal years ended June 30, 2026, 2025 and 2024, the following customers each accounted for more than 10% of total revenues, primarily in the Semiconductor Process Control segment: … Taiwan Semiconductor Manufacturing Company Limited”
  • FormFactor, from the FormFactor 10-Q filed 4 August 2026, which tags a revenue concentration figure, 11%, naming TSMC as the customer.
  • Qnity Electronics, from the Qnity 10-Q filed 4 August 2026, which tags a revenue concentration figure, 8%, naming TSMC as the customer.
  • NXP Semiconductors, from the NXP 10-K filed 19 February 2026: “For example, we currently participate in a joint venture with Taiwan Semiconductor Manufacturing Company Limited (“TSMC”) called Systems on Silicon Manufacturing Company Pte. Ltd. (“SSMC”)”
• Tesla suppliers and partners5 links

  Company and role	Source
  PanasonicSupplier	Tesla 10-K
  CATLSupplier	Tesla 10-K
  STMicroelectronics (STM)Supplier	STMicroelectronics 20-F
  Skyworks Solutions (SWKS)Supplier	Skyworks 10-K
  Samsung ElectronicsPartner	Tesla 10-K

  • Panasonic, from the Tesla 10-K filed 29 January 2026: “Currently, we rely on suppliers such as Panasonic and Contemporary Amperex Technology Co. Limited (CATL) for these cells.”
  • CATL, from the Tesla 10-K filed 29 January 2026: “Currently, we rely on suppliers such as Panasonic and Contemporary Amperex Technology Co. Limited (CATL) for these cells.”
  • STMicroelectronics, from the STMicroelectronics 20-F filed 26 February 2026: “Our major customers include (in alphabetical order) Apple, Bosch, Continental, Denso, HP, Mobileye, Samsung, SpaceX, Tesla and Vitesco.”
  • Skyworks Solutions, from the Skyworks 10-K filed 7 November 2025: “Our key customers include Amazon, Apple Inc. (“Apple”), Arcadyan, Arris, Bose, Ciena, Cisco, Ericsson, Fibocom, Garmin, Gemalto (a Thales company), General Electric, Google, Honeywell, Itron, Lenovo, LG Electronics, Microsoft, Motorola, NETGEAR, Nokia, Northrop Grumman, OPPO, Rockwell Collins, Sagemcom, Samsung, Schneider Electric, Sierra Wireless, Sonos, Sony, Technicolor, Telit, Tesla, TP-Link, VIVO, and Xiaomi.”
  • Samsung Electronics, from the Tesla 10-K filed 29 January 2026: “In 2025, we further expanded Cortex, our training cluster at Gigafactory Texas, and announced a new collaboration with Samsung to manufacture advanced semiconductors for AI inference and training in the U.S.”

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