Supply chain

from SEC filings · 1 named by both

The shared column is the reading: companies both sides name in their own filings. AAPL names 82 counterparties, SMCI names 5, and 1 appears on both lists. A shared supplier is a fact each company filed separately, not a measured dependency between the two.

named by both · 1

only AAPL · 81

CRUSCirrus Logic, Inc.supplier
SITMSitime Corpsupplier
GSATGlobalstar, Inc.supplier
QRVOQorvo, Inc.supplier

+77 more

only SMCI · 4

NVDANVIDIA Corporationsupplier
NTNXNutanix, Inc.customer
RBRKRubrik, Inc.customer
AIBAIB Data Centers Inc.customer

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AAPL compared with SMCI: revenue, margins and what each company keeps

Supply chain

Supply chain