Supply chain data

# Company suppliers and customers

Gloom shows who a company buys from and sells to, and links the source behind each relationship. Type `SPLC` and a ticker in the terminal: the free plan shows three per role, Gloom Pro all of them.

Checked 20 October 2026

## NVIDIA suppliers and customers

[![SPLC NVDA in the Flow tab: Fabrinet, Coherent and Hon Hai as suppliers; Customer A, Revenue customer 1, HIVE, Nebius and SharonAI as customers; partners, competitors and investees below](https://gloom.sh/features/splc-nvda-flow.webp)](https://gloom.sh/features/splc-nvda-flow.webp)

_SPLC NVDA, Flow tab, free preview, 20 October 2026_

| Company and role | Source |
| --- | --- |
| Hon Hai Precision Industry Supplier | [NVIDIA 10-K](https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/nvda-20260125.htm) |
| Fabrinet (FN) Supplier, 16.3% of Fabrinet revenue, from the text of its 10-K | [Fabrinet 10-K](https://www.sec.gov/Archives/edgar/data/1408710/000140871026000028/fn-20260626.htm) |
| Coherent (COHR) Supplier | [Coherent 10-K](https://www.sec.gov/Archives/edgar/data/820318/000082031826000020/iivi-20260630.htm) |
| Nebius Group (NBIS) Customer | [Nebius 20-F](https://www.sec.gov/Archives/edgar/data/1513845/000110465926052948/nbis-20251231x20f.htm) |
| HIVE Digital Technologies (HIVE) Customer | [HIVE 10-K](https://www.sec.gov/Archives/edgar/data/1720424/000106299326002973/form10k.htm) |
| SharonAI Holdings (SHAZ) Customer | [SharonAI 10-K](https://www.sec.gov/Archives/edgar/data/2068385/000149315226014068/form10-k.htm) |
| Customer A, not named Customer, 22% of NVIDIA receivables | [NVIDIA 10-Q](https://www.sec.gov/Archives/edgar/data/1045810/000104581026000075/nvda-20260726.htm) |

- **What each filing says (7 sources)**

  - **Hon Hai Precision Industry**, from the [NVIDIA 10-K](https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/nvda-20260125.htm) 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](https://www.sec.gov/Archives/edgar/data/1408710/000140871026000028/fn-20260626.htm) 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](https://www.sec.gov/Archives/edgar/data/820318/000082031826000020/iivi-20260630.htm) 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](https://www.sec.gov/Archives/edgar/data/1513845/000110465926052948/nbis-20251231x20f.htm) 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](https://www.sec.gov/Archives/edgar/data/1720424/000106299326002973/form10k.htm) 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](https://www.sec.gov/Archives/edgar/data/2068385/000149315226014068/form10-k.htm) 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](https://www.sec.gov/Archives/edgar/data/1045810/000104581026000075/nvda-20260726.htm) filed 26 August 2026, which tags a receivables concentration figure, 22%, for a customer the filing does not name.

## Apple suppliers and customers

| Company and role | Source |
| --- | --- |
| Cirrus Logic (CRUS) Supplier, 91% of Cirrus Logic revenue | [Cirrus Logic 10-K](https://www.sec.gov/Archives/edgar/data/772406/000077240626000018/crus-20260328.htm) |
| Vendor one, not named Supplier, 47% of Apple non-trade receivables | [Apple 10-Q](https://www.sec.gov/Archives/edgar/data/320193/000032019326000020/aapl-20260627.htm) |
| Corning (GLW) Partner | [Corning 10-K](https://www.sec.gov/Archives/edgar/data/24741/000002474126000124/glw-20251231.htm) |
| Best Buy (BBY) Customer | [Best Buy 10-K](https://www.sec.gov/Archives/edgar/data/764478/000076447826000009/bby-20260131.htm) |
| Ingram Micro (INGM) Customer, 21% of Ingram Micro revenue | [Ingram Micro 10-K](https://www.sec.gov/Archives/edgar/data/1897762/000162828026013588/ingm-20251227.htm) |
| Alphabet (GOOGL) Customer | [Apple 10-K](https://www.sec.gov/Archives/edgar/data/320193/000032019325000079/aapl-20250927.htm) |
| Millicom (TIGO) Customer | [Millicom 20-F](https://www.sec.gov/Archives/edgar/data/912958/000162828026020831/tigo-20251231.htm) |

- **What each filing says (7 sources)**

  - **Cirrus Logic**, from the [Cirrus Logic 10-K](https://www.sec.gov/Archives/edgar/data/772406/000077240626000018/crus-20260328.htm) 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](https://www.sec.gov/Archives/edgar/data/320193/000032019326000020/aapl-20260627.htm) 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](https://www.sec.gov/Archives/edgar/data/24741/000002474126000124/glw-20251231.htm) 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](https://www.sec.gov/Archives/edgar/data/764478/000076447826000009/bby-20260131.htm) 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](https://www.sec.gov/Archives/edgar/data/1897762/000162828026013588/ingm-20251227.htm) filed 3 March 2026, which tags a supplier concentration figure, 21% of revenue, naming Apple.
  - **Alphabet**, from the [Apple 10-K](https://www.sec.gov/Archives/edgar/data/320193/000032019325000079/aapl-20250927.htm) 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](https://www.sec.gov/Archives/edgar/data/912958/000162828026020831/tigo-20251231.htm) 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.”

## More companies

- **TSMC suppliers and customers (6 links)**

  | Company and role | Source |
  | --- | --- |
  | Broadcom (AVGO) Customer | [Broadcom 10-Q](https://www.sec.gov/Archives/edgar/data/1730168/000173016826000080/avgo-20260802.htm) |
  | NVIDIA (NVDA) Customer | [NVIDIA 10-K](https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/nvda-20260125.htm) |
  | KLA (KLAC) Supplier | [KLA 10-K](https://www.sec.gov/Archives/edgar/data/319201/000031920126000027/klac-20260630.htm) |
  | FormFactor (FORM) Supplier, 11% of FormFactor revenue | [FormFactor 10-Q](https://www.sec.gov/Archives/edgar/data/1039399/000103939926000033/form-20260627.htm) |
  | Qnity Electronics (Q) Supplier, 8% of Qnity revenue | [Qnity 10-Q](https://www.sec.gov/Archives/edgar/data/2058873/000205887326000030/q-20260630.htm) |
  | NXP Semiconductors (NXPI) Partner | [NXP 10-K](https://www.sec.gov/Archives/edgar/data/1413447/000141344726000008/nxpi-20251231.htm) |

  _On 20 October 2026, every TSMC row here comes from another company's filing._

  - **Broadcom**, from the [Broadcom 10-Q](https://www.sec.gov/Archives/edgar/data/1730168/000173016826000080/avgo-20260802.htm) 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](https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/nvda-20260125.htm) 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](https://www.sec.gov/Archives/edgar/data/319201/000031920126000027/klac-20260630.htm) 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](https://www.sec.gov/Archives/edgar/data/1039399/000103939926000033/form-20260627.htm) filed 4 August 2026, which tags a revenue concentration figure, 11%, naming TSMC as the customer.
  - **Qnity Electronics**, from the [Qnity 10-Q](https://www.sec.gov/Archives/edgar/data/2058873/000205887326000030/q-20260630.htm) filed 4 August 2026, which tags a revenue concentration figure, 8%, naming TSMC as the customer.
  - **NXP Semiconductors**, from the [NXP 10-K](https://www.sec.gov/Archives/edgar/data/1413447/000141344726000008/nxpi-20251231.htm) 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 partners (5 links)**

  | Company and role | Source |
  | --- | --- |
  | Panasonic Supplier | [Tesla 10-K](https://www.sec.gov/Archives/edgar/data/1318605/000162828026003952/tsla-20251231.htm) |
  | CATL Supplier | [Tesla 10-K](https://www.sec.gov/Archives/edgar/data/1318605/000162828026003952/tsla-20251231.htm) |
  | STMicroelectronics (STM) Supplier | [STMicroelectronics 20-F](https://www.sec.gov/Archives/edgar/data/932787/000093278726000009/stm-20251231.htm) |
  | Skyworks Solutions (SWKS) Supplier | [Skyworks 10-K](https://www.sec.gov/Archives/edgar/data/4127/000000412725000085/swks-20251003.htm) |
  | Samsung Electronics Partner | [Tesla 10-K](https://www.sec.gov/Archives/edgar/data/1318605/000162828026003952/tsla-20251231.htm) |

  - **Panasonic**, from the [Tesla 10-K](https://www.sec.gov/Archives/edgar/data/1318605/000162828026003952/tsla-20251231.htm) 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](https://www.sec.gov/Archives/edgar/data/1318605/000162828026003952/tsla-20251231.htm) 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](https://www.sec.gov/Archives/edgar/data/932787/000093278726000009/stm-20251231.htm) 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](https://www.sec.gov/Archives/edgar/data/4127/000000412725000085/swks-20251003.htm) 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](https://www.sec.gov/Archives/edgar/data/1318605/000162828026003952/tsla-20251231.htm) 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.”

## Which plan

| Plan | Includes |
| --- | --- |
| Free | `SPLC` shows three relationships per role, each way. `EXPO` previews one holding at one hop. |
| Gloom Pro | Every relationship, graphs up to four hops, `EXPO` across 100 holdings. $70 a month after a 7-day trial. |
| Gloom Datasets | The same links by API, from 8 credits a call. Plans from $200 a month. [Supply chain API reference](https://gloom.sh/datasets/docs/datasets/supply-chain) |

Try it first: type `SPLC NVDA` in the terminal.

- [Open the terminal in your browser, no account](https://term.gloom.sh/?ticker=NVDA)
- [Gloom Pro and the free plan](https://gloom.sh/cloud#pricing)

- **How to open it (5 ways)**

  - `SPLC NVDA`: suppliers, customers, partners, competitors and investees, in the `Table`, `Flow`, `Graph` and `Path` tabs.
  - In `Table`, switch **NVDA says** to **Names NVDA** to read what other companies' filings say about NVIDIA.
  - `EXPO AAPL=60% NVDA=40%`: what a country, supplier, customer or tariff shock does to those holdings.
  - `SEG AAPL`: revenue by product, segment or region. `RIPL`: holdings tied to a company reporting soon.
  - MCP, on Gloom Pro: `company.supply_chain_graph`, `company.supply_chain_paths` and `company.supply_chain_evidence`.
- **Keep in mind (4 limits)**

  - Disclosed links only. Absence is not proof of no relationship.
  - A share belongs to the company that reported it: 16.3% of Fabrinet revenue is Fabrinet's figure, not NVIDIA's.
  - Companies often disclose a large customer without naming it, so some rows read Customer A or Vendor one.
  - Path scores rank routes, not probabilities, and chained percentages are estimates.
- **Sources (4 sources)**

  - SPLC's free preview for NVDA, AAPL, TSM and TSLA, read signed out on 20 October 2026. Each row links its filing.
  - [Supply chain and exposure docs](https://gloom.sh/docs/exposure): the commands, and what Free and Pro show.
  - [Supply chain dataset reference](https://gloom.sh/datasets/docs/datasets/supply-chain): routes, parameters and credits, read 20 October 2026.
  - [Plans](https://gloom.sh/cloud#pricing): the Gloom Pro price and trial.

## Related

- [Supply chain and exposure docs](https://gloom.sh/docs/exposure)
- [How supply chain data works](https://gloom.sh/academy/special-datasets/supply-chain-and-exposure)
- [Supply chain dataset reference](https://gloom.sh/datasets/docs/datasets/supply-chain)
- [Finance MCP server](https://gloom.sh/mcp)