Supply-chain overlap

direct ties · both sidesSources

direct ties · both sides

Only DOX 91

—AT&Tunlistedcustomer

—T-Mobileunlistedcustomer

ORCLOraclesupplier

—CouchBaseunlistedsupplier

Shared 0

No shared counterparties.

Only LEA 1

THRMGenthermsupplier

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

DOX compared with LEA: revenue, margins and what each company keeps, and the suppliers and customers both name