Who are Cisco Systems's key suppliers?

Cisco Systems's tracked suppliers include 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.

Who are Cisco Systems's customers?

Cisco Systems's tracked customers include Microsoft.

Where is Cisco Systems headquartered?

Cisco Systems is based in United States.

What part of the semiconductor supply chain is Cisco Systems in?

Cisco Systems operates in the Networking & Systems segment, where it is a market major.

Cisco Systems

Q: What does Cisco Systems make?

Cisco Systems makes Nexus data-center switches, Catalyst LAN switches, Silicon One networking ASIC, Webex collaboration platform, Cisco Secure firewall/security.

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.

Role in the chain

Cisco Systems is a market major in AI & Data Center (Networking & Systems), headquartered in United States. Networking giant supplying AI data-center switching and silicon.

Diligence questions

The dataset records 22 tracked suppliers for Cisco Systems. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
4 of Cisco Systems's tracked suppliers are a monopoly or leader (including Accton Technology Corporation, Broadcom, Hamamatsu Photonics, InnoLight Technology). Which of those are actually single-source for the process step you care about?
The dataset names 1 tracked customer for Cisco Systems. How concentrated is demand among those names, and which of them have a documented second source in this graph?
Cisco Systems is headquartered in United States. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
Cisco Systems trades as NASDAQ:CSCO. What does the latest reported period say about capacity and backlog versus the graph position above?
Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.

Full diligence pack for Cisco Systems