Supply-chain overlap

direct ties · both sidesSources

direct ties · both sides

Only FLEX 5

AMZNAmazon.comcustomer

ANETArista Networkscustomer

TDCTeradatacustomer

ENPHEnphase Energycustomer

Shared 0

No shared counterparties.

Only CTS 2

TMToyota Motorcustomer

CMICumminscustomer

Role chip = supplier or customerSource: SEC EDGAR

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