Named suppliers are scarce: only a minority of 33 filing rows disclose a qualifying input-cost share, led by Galaxy Magnets at 72–80% raw-material cost
Asked (summary):
For 34 named companies — Wallbox, Digital Realty, Shin-Etsu, Galaxy Magnets, TOPPAN, MYR Group, Tower Semiconductor, AMEC, indie Semiconductor, Mersen, Taihan Cable, Aichi Steel, Tokyo Seimitsu, Qorvo, Soulbrain, Caterpillar, Siltronic, FedEx, Pfeiffer Vacuum, Sodick, Scientech, Legrand, Cameco, Symbotic, UiPath, Yuanjie Semiconductor, Axcelis, Tamron, TSMC, Shenghe Resources, Oklo, Saint-Gobain, Sterling Infrastructure and Wuxi Lead — give one row per company from primary filings, with filing name and date for every fact: named top buyers with revenue share (or state "no names disclosed" / anonymised share, without guessing names); named suppliers with cost share; input-type cost breakdown (materials, components, wafers, substrates, manufacturing services only) and whether disclosed input costs sum to 60% or more; and where a filing gives nothing, say so without estimating.
The research set holds 33 filing-backed rows covering 32 of the 34 requested companies, drawn from annual reports, 10-K/20-F filings, securities reports and IPO prospectuses across 25 source hosts. Yuanjie Semiconductor appears in two rows (a Hong Kong application proof and a Chinese prospectus); no usable filing row was recovered for Shin-Etsu or for Scientech. Anonymised customers and suppliers stay anonymised, and absences are stated, not inferred.
Disclosure coverage matrix
named, with sharenamed, no share statedanonymised share onlypartial / not qualifying as askedfiling checked, nothing disclosed
Hover or tap a cell for the exact filing text, filing name and date. Rows sorted by disclosure richness.
Findings
Only 6 of 33 rows disclose a qualifying input-cost share at all; 5 clear the 60% test — Galaxy Magnets raw-material powder at 72.02–79.99% of cost, Aichi Steel raw materials and energy at 80% of specialty-steel cost, AMEC direct materials at 88.67%, Wuxi Lead raw materials at 72.62% and Shenghe Resources at 96.15% summed. aichi-steel.co.jp
Customer concentration is disclosed far more often than suppliers: extremes include Symbotic with Walmart at about 85% of FY2025 revenue and Qorvo with Apple at 50% of FY2026 revenue, while only a handful of rows name any supplier at all. stocktitan.net
Galaxy Magnets is the one company naming suppliers with shares — MQI alone was 85.84% of H1 2010 purchases — while Siltronic, Oklo, indie Semiconductor, TOPPAN, Sodick, Soulbrain, Cameco and Aichi Steel name suppliers without any share. pdf.dfcfw.com
Coverage gaps: no usable filing row was recovered for Shin-Etsu or Scientech, so the set covers 32 of 34 requested companies; several captured facts also lack a filing date, shown as "filing date not captured" rather than invented. investor.tsmc.com
Full filing-by-filing detail
Company
Top buyers / customers (filing, date)
Named suppliers (filing, date)
Qualifying input-cost breakdown (filing, date)
≥60% test
Sources
Method: 33 company rows shaped from primary filings and official reports (annual reports, 10-K/20-F, securities reports, IPO prospectuses) across 25 independent source hosts; one row per company except Yuanjie Semiconductor (two filings). A number measures the share stated in the cited filing — revenue share for buyers, purchase or cost share for suppliers, share of cost of goods sold or operating cost for inputs. Filing text is preserved; long passages are truncated at capture and "filing date not captured" marks a missing date. Shin-Etsu and Scientech returned no usable filing row and are absent. Matrix status codes are editorial summaries of the quoted text, not new facts.