Filings cover 18 of 23 companies, but only Broadex names a supplier with an exact purchase share

Asked (summary):

For 23 listed companies — Ultra Clean Holdings, BWX Technologies, AeroVironment, STMicroelectronics, Qorvo, Symbotic, Tower Semiconductor, indie Semiconductor, Aichi Steel, Legrand, Cameco, Siltronic, Oklo, TOPPAN Holdings, Taihan Cable and Solution, Mersen, Galaxy Magnets, Broadex, Innuovo, Jinhong Gas, Kehua, Jianghai Capacitor, and Koh Young — give one row per company listing named suppliers from primary filings with their share of purchases or cost of goods sold and the denominator for every share; where a supplier is named without a share, say so; where no supplier is named, say "filing checked, no names disclosed" or report the anonymised share; show both amounts and the arithmetic where a filing gives a supplier amount and a total denominator, and never guess a name or estimate a share.

This report covers 18 of the 23 requested companies, with 62 validated supplier-disclosure facts drawn from annual reports, 10-K/20-F/6-K filings, registration documents, prospectuses and business reports dated 2007 to 2026. Five companies — Aichi Steel, TOPPAN Holdings, Mersen, Innuovo Technology and Koh Young Technology — were not resolved in this research pass. Several company entries rest on a single source, so the report is partly single-sourced.

What each company's filings disclose about suppliers

named supplier with exact share named supplier, no share disclosed anonymised share only filing checked, no names disclosed
Not resolved in this research pass

Aichi Steel, TOPPAN Holdings, Mersen, Innuovo Technology and Koh Young Technology. No validated filing evidence was collected for these five requested companies; they are listed here rather than shown as invented data rows.

Findings

The only named supplier with an exact disclosed share is Broadex Technologies' controlling shareholder YOFC (长飞光纤): RMB 133,479,070.60 of 2024 purchases, a disclosed 11.63% of annual total purchases, per the 2024 annual report — static.cninfo.com.cn
Chinese annual reports give exact anonymised shares: Galaxy Magnets' top supplier took 26.20% of 2025 purchases (RMB 101,299,646.03) and Kehua Data's 9.48% (RMB 602,092,732.74), both of annual total purchases, with no name — money.finance.sina.com.cn
Qorvo's 10-K discloses a terminated five-year foundry capacity reservation without naming the foundry: $181.0M charged to cost of goods sold in fiscal 2023 and $38.4M in fiscal 2024 — app.edgar.tools
US filers mostly name strategic or sole-source suppliers with no purchase share: Oklo names Centrus (HALEU), Siemens Energy, Kiewit and Amentum; indie Semiconductor names TSMC, GlobalFoundries, HHGrace, ASE and others; none carries a percentage — sec.gov

One row per company — click a row for every fact, filing and date

CompanySupplier disclosure statusFactsSource qualitySource

Method: 18 reporting-company rows assembled from 62 supplier-disclosure facts extracted from primary filings and company-hosted annual reports (SEC 10-K, 20-F, 6-K, Form SD, prospectuses, registration documents, cninfo and other exchange disclosures), filing dates 2007–2026, compiled 2026. Each fact records supplier or anonymised status, relationship, disclosed share with its stated denominator, supplier amount and filing name and date; unresolved dates are shown as unresolved, never guessed. Percentages are preserved exactly as filed and never computed unless both supplier amount and total denominator appear in the filing. Non-target subsidiary rows (Broadex Technologies UK, Qorvo International Pte Ltd), a customer-side Walmart disclosure, a reversed ST-to-AWS line, a BWXT internal subsidiary and a Taihan headquarters line were excluded per validation. Sources span multiple independent hosts; rows relying on mirrors are tagged secondary. Partly single-sourced.

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.

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