Arista NetworksANET
Arista's switches run on merchant silicon and optics — its growth is demand for those suppliers.
Where the cash goes~$6B / yr · FY2025
Cost of goods (suppliers)$4B
R&D$1.2B
Buybacks$1B
Money flows left → right · hover a node · click to open the stock.Custom SiliconComponentsFoundry
Most exposed to ANET's spend
- BroadcomAVGOCurated
Tomahawk/Jericho switch silicon.
Custom Silicon - MarvellMRVLCurated
Switch and DSP silicon.
Custom Silicon - FabrinetprivateCurated
Optical-module manufacturing.
Components - TSMCTSMCurated
Fabricates the switch silicon.
Foundry
Relationships are hand-curated and sourced from filings, announcements, and public reporting — a map for generating ideas, not a complete supply chain, and not investment advice. Exposure weights are relative, for sizing only. Spot something missing? Contributions welcome on GitHub.