Of 11 technology manufacturers, only Rocket Lab discloses a numeric input-cost share — about 60% of cost of revenues for labor and overhead

Asked (summary):

For Rocket Lab, Symbotic, Arista Networks, Ultra Clean Holdings, Scientech, Lasertec, Tokyo Electron, Silicon Motion, Fabrinet, Lumentum, and Ciena: which input-type cost breakdowns (materials, components, wafers, substrates, manufacturing services) are disclosed in their primary filings — with cost category, share of COGS or cost of revenue, filing name and date, and whether the share is stated directly or only inferred? Exclude revenue, destination, product, and segment mixes; where no input cost share is given, say so rather than estimate.

The review covers all 11 companies named in the question, drawn from 43 candidate disclosure rows across SEC primary filings, company-hosted filing copies, and independent mirrors; primary filings control. One company gives a numeric input-cost share, two give qualitative shares in words only, and for the other eight no qualifying input-cost share was located in the filings reviewed.

Direct numeric share stated in the filing Direct qualitative share only (words, no percentage) No qualifying input-cost share located in filings reviewed

Rocket Lab USA is the only company of the 11 with a numeric input share: direct labor plus manufacturing overhead was approximately 60% of cost of revenues in its Form 10-Q for the quarter ended March 31, 2022, filed May 16, 2022 — expressly stated. sec.gov

Fabrinet has repeated for over a decade that material costs are the “majority” of cost of revenues, but never states a percentage — the qualitative language appears from its fiscal 2012 10-Qs through the quarter ended December 26, 2025. sec.gov

Silicon Motion’s Form 20-F describes NAND flash components as the majority of Ferri cost of sales and the primary cost of its SSD solutions, and foundry fabrication, assembly and testing as primary elements of controller cost of sales — all qualitative, no numbers. sec.gov

The tempting numbers elsewhere do not qualify: Arista’s $234.4 million 2023 inventory write-down and its purchase-commitment charges are losses, not input shares; Ultra Clean’s $33.3 million material-cost reduction is a change, not a share; Ciena’s 2001 inventory obsolescence charges are write-downs. None may be divided into COGS to manufacture a percentage. sec.gov

All 11 companies

Company	Input cost category	Share of COGS / cost of revenue	Filing	Filing date	Basis	Source

Method: structured search of primary filings (SEC 10-K, 10-Q, 20-F, 424B4), company-hosted copies and independent mirrors for 11 named technology manufacturers; 43 candidate rows reviewed, of which 1 numeric and 3 qualitative input-cost shares qualified. A share counts only if the filing states it directly or gives both the full-period category amount and the matching COGS/cost-of-revenue denominator; inventory write-downs, purchase-commitment charges, stock compensation, bonuses, and year-on-year cost changes were excluded. “No qualifying share” means none was located in the filings reviewed, not proof that no historical filing contains one. Unresolved filing dates are left blank.

This report was generated automatically by Keenable SELECT at a user's request, from publicly available web sources linked herein. Keenable does not review, verify, or endorse its contents and makes no representation as to accuracy, completeness, or timeliness; AI-based extraction may contain errors. Nothing in this report is investment, legal, financial, or other professional advice. All trademarks and referenced content remain the property of their respective owners; no affiliation or endorsement is implied. To report an error, rights concern, or request removal: legal@keenable.ai.