CiscoCSCO
Cisco's switching and Silicon One chips lean on merchant silicon, optics and the foundry.
Where the cash goes~$20B / yr · FY2025
R&D$8B
Buybacks$6B
Dividends$6B
Money flows left → right · hover a node · click to open the stock.Custom SiliconComponentsFoundry
Most exposed to CSCO's spend
- BroadcomAVGOCurated
Merchant switch silicon.
Custom Silicon - MarvellMRVLCurated
Networking silicon and optics.
Custom Silicon - FabrinetprivateCurated
Optical transceiver assembly.
Components - TSMCTSMCurated
Fabricates Silicon One chips.
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.