Cisco Systems
Cisco Systems is a major in the AI & Data Center segment of the semiconductor & AI supply chain, headquartered in United States. Its key suppliers include Lumentum Holdings, Coherent, Ayar Labs. Its key customers include Microsoft.
Networking giant supplying AI data-center switching and silicon.
- Ticker
- NASDAQ: CSCO
- Headquarters
- United States
- Revenue
- $56.7B (FY2025) · +5.3% YoY
- Net income
- $10.2B
- Operating margin
- 20.8%
- Market position
- major
- Value-chain segment
- Networking & Systems
- Key products
- Nexus data-center switches, Catalyst LAN switches, Silicon One networking ASIC, Webex collaboration platform, Cisco Secure firewall/security
About Cisco Systems
Cisco Systems, headquartered in United States, operates in the Networking & Systems segment of the semiconductor & AI supply chain and is positioned as a market major there. Its key products include Nexus data-center switches, Catalyst LAN switches, Silicon One networking ASIC, Webex collaboration platform, Cisco Secure firewall/security. wafergraph maps 22 tracked suppliers and 1 tracked customer for Cisco Systems across the value chain. It has a supply-chain criticality score of 7/100, with 17 companies downstream of it.
Key products
- Nexus data-center switches
- Catalyst LAN switches
- Silicon One networking ASIC
- Webex collaboration platform
- Cisco Secure firewall/security
Suppliers
- Lumentum Holdings
- Coherent
- Ayar Labs
- InnoLight Technology
- Eoptolink Technology
- Accelink Technologies
- Fabrinet
- Applied Optoelectronics
- nLight
- Hamamatsu Photonics
- Lightmatter
- Celestial AI
- POET Technologies
- Broadcom
- Marvell Technology
- Aeva Technologies
- Ciena
- Source Photonics
- Sumitomo Electric Industries
- Furukawa Electric
- Nokia
- Accton Technology Corporation