Only Ur-Energy's disclosed input costs clearly reach 60% — Cameco gets there only via a combined labour-and-services line

Asked (summary):

For 33 named companies (Tokyo Electron was listed twice), give one row per company from primary filings where possible, with filing name and date: every input-type cost category (materials, components, wafers, substrates, manufacturing services) with its share of COGS/cost of revenue or amount over the stated denominator, showing the arithmetic; keep non-COGS denominators labeled exactly; state whether disclosed input costs sum to 60% or more; where only total cost lines, cost changes, write-downs or purchase-commitment charges appear, say "filing checked, no qualifying input-cost share disclosed" without estimating.

One selected filing or report was checked for each of all 33 unique requested companies. Numeric qualifying input-cost shares were found for six; Fabrinet and Silicon Motion give only qualitative "majority" wording with no numeric share, so they count as no qualifying disclosure and their 60% test is not determinable; the remaining 25 show no qualifying share in the filing checked.

Source-quality caveat. Primary or issuer-hosted documents were used where retrievable, but several no-disclosure checks rely on filing mirrors or secondary pages (18 of 33 rows). Each row covers only the one filing shown — it is not proof that no filing in the company's history has ever disclosed a share.

Ur-Energy is the only clear pass: U3O8 product costs 2,687 ÷ 2,687 × 100 = 100% of "Cost of sales" (Q1 2026 10-Q). ur-energy.com

Cameco states "about 60%" of "Total operating costs (fuel services segment)" — but only for a combined labour and contracted services category, so the contracted-services portion alone cannot be isolated. sec.gov

CGN Power sums to 46.23% of "Total cost of operations" (nuclear fuel 17.77% + construction, installation and design services 28.46%) and Legrand computes to 44.44% of "Operating expenses" (€1,941.8m ÷ €4,369.8m × 100) — both below 60%. en.cgnp.com.cn · legrand.com

Fabrinet ("the majority of our cost of revenues") and Silicon Motion ("majority of Ferri cost of sales") disclose only qualitative wording — no numeric share exists to sum, so their 60% test is not determinable. investor.fabrinet.com · sec.gov

All 33 companies, one row each

Company	Filing / report · date	Fiscal period	Input-cost categories and arithmetic (denominator preserved exactly)	Sum ≥ 60%?	Source quality	Source

Method: 33 unique companies requested (Tokyo Electron listed twice); one selected filing, report or transcript checked per company, filing dates 2012–2026; shares are the filed percent or amount ÷ filed denominator × 100, with each denominator label kept verbatim (operating expenses, total cost of operations, annual operating costs, overall contract costs, segment total operating costs are not relabeled as COGS); no estimates for absent disclosure; 2 primary SEC filings, 13 issuer-hosted copies, 4 filing mirrors, 14 secondary pages; scope is the single filing shown per row, not full filing history. Evidence excerpts were cut for space.

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