Ayar Labs → Cisco Systems
Yes, wafergraph tracks Ayar Labs as a supplier of Cisco Systems, as of 2026-09-16. Cisco Systems sources from 22 tracked suppliers in this dataset; Ayar Labs has only 3 tracked customers in this dataset. Demand-side concentration is high.
Data as of 2026-09-16 · relationship type: tracked supplier → customer · both names resolve in companies.json · no dollar amount is shown unless it already sits on a company record, and none is invented here
Why this edge matters
Ayar Labs (challenger in Distribution & Misc) is a tracked supplier of Cisco Systems (major in AI & Data Center). Co-packaged optical I/O chiplets for AI compute interconnect. Networking giant supplying AI data-center switching and silicon. The edge is one of 22 tracked suppliers of Cisco Systems and one of 3 tracked customers of Ayar Labs.
Source: derived from both company records and the counted edges.
Concentration / risk note
Ayar Labs has only 3 tracked customers in this dataset. Demand-side concentration is high.
Basis: few customers. Omitted on edges where the graph does not back a concentration claim.
The two companies
Ayar Labs (supplier)
Co-packaged optical I/O chiplets for AI compute interconnect.
Cisco Systems (customer)
Networking giant supplying AI data-center switching and silicon.
Other tracked suppliers of Cisco Systems
Other tracked customers of Ayar Labs
Cite as: wafergraph, “Ayar Labs → Cisco Systems — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/ayar_labs/cisco/ (data as of 2026-09-16).
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