Apple Inc. →Delays
Cirrus Logic, Inc.CRUS
Apple represents about 91% of Cirrus Logic net sales, so a moderate Apple device-production disruption would likely delay a large share of Cirrus shipments and orders through Apple contract manufacturers.
74% confidence
Apple Inc. →Delays
Qorvo, Inc.QRVO
Qorvo discloses that Apple accounted for approximately 50% of total revenue, so Apple order-completion problems would transmit as delayed or reduced component demand to Qorvo.
71% confidence
Apple Inc. →Delays
Amkor Technology, Inc.AMKR
Amkor discloses direct Apple sales equal to 29.8% of net sales, so Apple production delays would likely delay a material portion of Amkor packaging/test-related demand.
68% confidence
Apple Inc. →Shortage risk
TD SYNNEX CorporationSNX
Apple products represented 12% of TD SYNNEX revenue in the supplied edge, so reduced Apple hardware availability would leave the distributor short of Apple merchandise.
67% confidence
Lam Research Corporation →Delays
Ichor Holdings, Ltd.ICHR
Ichor is highly customer-concentrated, with Lam Research and Applied Materials together accounting for 76% of 2025 sales, so a Lam disruption could materially delay or reduce Ichor sales, but Lam's exact share is not separated.
63% confidence
Apple Inc. →Shortage risk
Best Buy Co., Inc.BBY
Apple is one of five suppliers that together represented about 55% of Best Buy merchandise purchases, so Apple device shortages would constrain a meaningful but not separately quantified portion of Best Buy inventory.
61% confidence
Apple Inc. →Delays
Skyworks Solutions, Inc.SWKS
The supplied edge identifies Skyworks as an Apple supplier across multiple Apple product applications, so constrained Apple device output would likely delay some Skyworks component shipments, though the supplied quote does not provide a percentage.
60% confidence
Lam Research Corporation →Delays
Ultra Clean Holdings, Inc.UCTT
Because Lam Research is disclosed as one of Ultra Clean's two largest customers and accounts for more than 10% of revenue, a disruption at Lam could delay or reduce Ultra Clean orders, though the exact Lam share is not disclosed.
58% confidence
KLA Corporation →Delays
Taiwan Semiconductor Manufacturing Company LimitedTSM
TSMC is disclosed as a more-than-10% customer of KLA, so a KLA constraint could delay some semiconductor process-control equipment deliveries to TSMC, but the edge quantifies KLA's revenue exposure rather than TSMC's dependency on KLA.
58% confidence
Apple Inc. →Delays
Jamf Holding Corp.JAMF
Jamf states that its products primarily focus on Apple devices and that a prolonged disruption affecting Apple devices could impair its ability to provide software, so Apple-device supply disruption can delay Jamf deployments.
56% confidence
KLA Corporation →Delays
Samsung Electronics Co., Ltd.
Samsung is disclosed as a more-than-10% customer of KLA, so a KLA constraint could delay some semiconductor process-control equipment deliveries to Samsung, though the edge measures Samsung's share of KLA revenue rather than Samsung's operational dependence.
55% confidence
