Huawei's group, Entity List: the group Huawei Investment & Holding Co., Ltd. as of 2019-05-16

Relationship mentions, completeness untested (reached through a disclosed relationship).

Second-hop block hidden (the second-hop test, H2, has not passed).

Nothing known on or after the date is used; the evidence is the covered filers' annual reports read so far.

The synthetic demo book (a development fixture, not a person's book), line by line

LineAs enteredLabelWhy
1NVDA 22not reached by disclosed evidenceThe dated relationship table records no relationship with the group Huawei Investment & Holding Co., Ltd. from NVDA's read filings, the latest dated 2019-02-21 (84 days before the as-of date). Its filings were not searched for the group Huawei Investment & Holding Co., Ltd.: never asked.
2TSM 18reached through a disclosed relationship (relationship mentions, completeness untested)
3AVGO 14not reached by disclosed evidenceThe dated relationship table records no relationship with the group Huawei Investment & Holding Co., Ltd. from AVGO's read filings, the latest dated 2018-12-21 (146 days before the as-of date). Its filings were not searched for the group Huawei Investment & Holding Co., Ltd.: never asked.
4AMD 12not reached by disclosed evidenceThe dated relationship table records no relationship with the group Huawei Investment & Holding Co., Ltd. from AMD's read filings, the latest dated 2019-02-08 (97 days before the as-of date). Its filings were not searched for the group Huawei Investment & Holding Co., Ltd.: never asked.
5QCOM 10reached through a disclosed relationship (relationship mentions, completeness untested)
6ASML 10not reached by disclosed evidenceThe dated relationship table records no relationship with the group Huawei Investment & Holding Co., Ltd. from ASML's read filings, the latest dated 2019-02-06 (99 days before the as-of date). Its filings were not searched for the group Huawei Investment & Holding Co., Ltd.: never asked.
7AMKR 8not reached by disclosed evidenceThe dated relationship table records no relationship with the group Huawei Investment & Holding Co., Ltd. from AMKR's read filings, the latest dated 2019-02-22 (83 days before the as-of date). Its filings were not searched for the group Huawei Investment & Holding Co., Ltd.: never asked.
8MU 6not reached by disclosed evidenceThe dated relationship table records no relationship with the group Huawei Investment & Holding Co., Ltd. from MU's read filings, the latest dated 2018-10-15 (213 days before the as-of date). Its filings were not searched for the group Huawei Investment & Holding Co., Ltd.: never asked.

Reached (16)

CEVA, INC. CEVAcovered filerbest State current

named by CEVA as its licensee: State current since 2019-03-04 (the edge: current since 2019-03-04); last named 2019-03-04, 73 days before the date.

Companies such as Mediatek, Qualcomm, Samsung, Huawei and STMicroelectronics license our designs for some applications and use their own proprietary cores for other applications.

From CEVA, INC.'s 10-K filed 2019-03-04, accession 000143774919003949, period December 31, 2018, under ITEM 1. BUSINESS; characters 40211 to 40389; re-found.

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With respect to certain large potential customers, we also compete with internal engineering teams, which may design programmable signal processing IP core products in-house. Companies such as Mediatek, Qualcomm, Samsung, Huawei and STMicroelectronics license our designs for some applications and use their own proprietary cores for other applications. These companies also may choose to license their proprietary signal processing IP cores to third parties and, as a result, become direct competitors.

II-VI INCORPORATED COHRcovered filerbest State stale

named by COHR as its customer: State stale since 2018-08-28 (the edge: stale since 2018-08-28); last named 2016-08-26, 993 days before the date.

Manufacturers of industrial laser components, optical communication equipment and consumer technology applications. · Laserline GmbH · Huawei Technologies, Co., Ltd. · Cisco Systems, Inc. · Samsung · SkyWorks

From II-VI INCORPORATED's 10-K filed 2016-08-26, accession 000156459016024750, period June 30, 2016, under Item 1. BUSINESS; characters 52283 to 52505; re-found.

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II-VI HIGHYAG Division Automotive manufacturers, laser manufacturers and system integrators. · Volkswagen AG · Laserline GmbH   II-VI Laser Enterprise Division, II-VI EpiWorks, & II-VI OptoElectronic Devices Division Manufacturers of industrial laser components, optical communication equipment and consumer technology applications.   · Laserline GmbH · Huawei Technologies, Co., Ltd. · Cisco Systems, Inc. · Samsung · SkyWorks II-VI Photonics II-VI Photop Group & II-VI Optical Communications Group Worldwide network system and sub-system providers of telecommunications, data communications and CATV.   · Huawei Technologies, Co., Ltd. · Cisco Systems, Inc. · Ciena Corporation · Corning Incorporated · Google, Inc. …

ERICSSON LM TELEPHONE CO ERICcovered filerbest State stale

named by ERIC as its partner: State stale since 2018-03-27 (the edge: stale since 2018-03-27); last named 2016-04-04, 1137 days before the date.

On January 14, 2016, Ericsson announced that Ericsson and Huawei have agreed to extend their global patent license agreement. The agreement includes a cross license that covers patents relating to both companies’ wireless standard-essential patents (including the GSM, UMTS and LTE cellular standards). Pursuant to the amended agreement, Huawei will make on-going royalty payments to Ericsson, from 2016 and onwards, based upon actual sales.

From ERICSSON LM TELEPHONE CO's 20-F filed 2016-04-04, accession 000119312516529446, period December 31, 2015, under ITEM 8. FINANCIAL INFORMATION; characters 98472 to 98913; re-found.

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Memorandum and Articles of Association – Dividends” and “Item 17. Financial Statements.”   B. Significant Changes. On January 14, 2016, Ericsson announced that Ericsson and Huawei have agreed to extend their global patent license agreement. The agreement includes a cross license that covers patents relating to both companies’ wireless standard-essential patents (including the GSM, UMTS and LTE cellular standards). Pursuant to the amended agreement, Huawei will make on-going royalty payments to Ericsson, from 2016 and onwards, based upon actual sales.   ITEM 9. THE OFFER AND LISTING   A. Offer and Listing Details The information set forth under the section “Shareholders – Share information – Share and ADS prices” of the 2015 Swedish Annual Report is incorporated herein by reference.   B. Plan of Distribution Not applicable.

FLEX LTD. FLEXcovered filerbest State current

named by FLEX as its customer: State current since 2018-06-14 (the edge: current since 2018-06-14); last named 2018-06-14, 336 days before the date.

As an example, we serve the following key customers across our diverse business groups: health solutions customers Abbott and Johnson & Johnson and auto customers Ford and Nexteer in our HRS segment; Teradyne, Applied Materials and Xerox in our IEI segment; Cisco, Nokia Solutions and Huawei in our CEC segment; and Lenovo/Motorola, Nike and Bose in our CTG segment.

From FLEX LTD.'s 10-K filed 2018-06-14, accession 000086637418000007, period March 31, 2018, under ITEM 1. BUSINESS; characters 47113 to 47479; re-found.

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We believe we are a global industry leader in low-cost production capabilities. CUSTOMERS Our customers include many of the world's leading technology companies. We have focused on establishing long-term relationships with our customers and have been successful in expanding our relationships to incorporate additional product lines and services. 10 Table of Contents As our business spans multiple end markets, we believe that we are well-positioned through our market diversification to grow faster than the industry average and successfully navigate through difficult economic times. As an example, we serve the following key customers across our diverse business groups: health solutions customers Abbott and Johnson & Johnson and auto customers Ford and Nexteer in our HRS segment; Teradyne, Applied Materials and Xerox in our IEI segment; Cisco, Nokia Solutions and Huawei in our CEC segment; and Lenovo/Motorola, Nike and Bose in our CTG segment. We continually look for new ways to diversify our offering within each market segment. In fiscal year 2018 , our ten largest customers accounted for approximately 41% of net sales. No customer accounted for greater than 10% of the Company's net sales in fiscal year 2018 .

INTERDIGITAL, INC. IDCCcovered filerbest State current

named by IDCC as its licensee: State ended since 2019-02-21 (the edge: ended since 2019-02-21); last named 2019-02-21, 84 days before the date.

Two of these patent license agreements were static fixed-fee agreements, including our patent license agreement with Huawei.

From INTERDIGITAL, INC.'s 10-K filed 2019-02-21, accession 000140549519000008, period December 31, 2018, under Item 7. MANAGEMENT’S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS.; characters 202077 to 202201; re-found.

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Refer to the " Critical Accounting Policies and Estimates — Revenue Recognition" section below for details of our revenue recognition accounting policies and additional information on agreements with multiple performance obligations, as well as the estimates and methods used to determine the fair value of patents acquired. Expiration of License Agreements Our patent license agreements with three licensees expired in whole or in part during 2018.  Collectively, these agreements accounted for $3.0 million, or approximately 1%, of our recurring revenue in 2018. Two of these patent license agreements were static fixed-fee agreements, including our patent license agreement with Huawei. Under ASC 606, the new revenue recognition rule that became effective for the Company on January 1, 2018, we did not recognize any revenues under static fixed-fee agreements in 2018. Prior to the adoption of ASC 606, we recognized $86.6 million of recurring revenue in 2017 related to the static fixed-fee agreements discussed above.

named by IDCC as its supplier: State current since 2018-02-22 (the edge: current since 2018-02-22); last named 2018-02-22, 448 days before the date.

A portion of the consideration for the agreement was in the form of patents from Huawei. We received the first portion of the patents in third quarter 2016, and the remaining patents during third quarter 2017.

From INTERDIGITAL, INC.'s 10-K filed 2018-02-22, accession 000140549518000015, period December 31, 2017, under Item 1. BUSINESS.; characters 35369 to 35578; re-found.

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The Apple PLA gives Apple the right to terminate certain rights and obligations under the license for the period after September 30, 2021, but has the potential to provide a license to Apple for a total of up to six years. During 2017, we recognized a total of $111.7 million of revenue associated with the Apple PLA. In 2016, we entered into a multi-year, worldwide, non-exclusive, royalty-bearing patent license agreement with Huawei (the "Huawei PLA"). A portion of the consideration for the agreement was in the form of patents from Huawei. We received the first portion of the patents in third quarter 2016, and the remaining patents during third quarter 2017. The Huawei PLA is scheduled to expire at the end of 2018. During 2017, we recognized a total of $76.4 million of revenue associated with the Huawei PLA, which included $8.4 million of past sales. In 2014, we entered into a patent license agreement with Samsung (the “Samsung PLA”).

Lumentum Holdings Inc. LITEcovered filerbest State current

named by LITE as its customer: State current since 2018-08-28 (the edge: current since 2018-08-28); last named 2018-08-28, 261 days before the date.

Our OpComms customers include Accelink, Alphabet (formerly Google), Apple, Arista, Arris, Ciena, Cisco Systems, Coriant, ECI, Facebook, FiberHome, Fujitsu, HiSilicon, Huawei Marine, Huawei Technologies, Infinera, Microsoft, NEC, Nokia Networks (including Alcatel-Lucent International), O-Net, Oplink, Padtec, TE Subcom, and Yahoo.

From Lumentum Holdings Inc.'s 10-K filed 2018-08-28, accession 000163397818000108, period June 30, 2018, under ITEM 1. BUSINESS; characters 19978 to 20308; re-found.

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These systems simplify the way people interact with technology by enabling the use of natural user interfaces. Systems are used for biometric identification, surveillance, and process efficiency, among numerous other application spaces. Emerging applications for this technology include various mobile device applications, autonomous vehicles, self-navigating robotics and drones in industrial applications and 3D capture of objects coupled with 3D printing. In addition, our industrial diode lasers are used primarily as pump sources for pulsed and CW Fiber Lasers. Customers Our OpComms customers include Accelink, Alphabet (formerly Google), Apple, Arista, Arris, Ciena, Cisco Systems, Coriant, ECI, Facebook, FiberHome, Fujitsu, HiSilicon, Huawei Marine, Huawei Technologies, Infinera, Microsoft, NEC, Nokia Networks (including Alcatel-Lucent International), O-Net, Oplink, Padtec, TE Subcom, and Yahoo. During fiscal 2018 , 2017 , and 2016 , net revenue generated from a single customer which represented 10% or more of our total net revenue of the applicable fiscal year is summarized in the table below: Years Ended June 30, 2018 July 1, 2017 July 2, 2016 APPLE 30.0 %   *   * HUAWEI 11.0 %   16.7 %   17.1 % CIENA 11.0 %   18.5 %   17.1 % CISCO *   12.4 %   13.0 % *Represents less than 10% of …

named by LITE as its customer: State current since 2018-08-28 (the edge: current since 2018-08-28); last named 2018-08-28, 261 days before the date.

net revenue generated from a single customer which represented 10% or more of our total net revenue of the applicable fiscal year is summarized in the table below: Years Ended June 30, 2018 July 1, 2017 July 2, 2016 APPLE 30.0 % * * HUAWEI 11.0 % 16.7 % 17.1 % CIENA 11.0 % 18.5 % 17.1 % CISCO * 12.4 % 13.0 %

From Lumentum Holdings Inc.'s 10-K filed 2018-08-28, accession 000163397818000108, period June 30, 2018, under ITEM 1. BUSINESS; characters 20348 to 20673; re-found.

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In addition, our industrial diode lasers are used primarily as pump sources for pulsed and CW Fiber Lasers. Customers Our OpComms customers include Accelink, Alphabet (formerly Google), Apple, Arista, Arris, Ciena, Cisco Systems, Coriant, ECI, Facebook, FiberHome, Fujitsu, HiSilicon, Huawei Marine, Huawei Technologies, Infinera, Microsoft, NEC, Nokia Networks (including Alcatel-Lucent International), O-Net, Oplink, Padtec, TE Subcom, and Yahoo. During fiscal 2018 , 2017 , and 2016 , net revenue generated from a single customer which represented 10% or more of our total net revenue of the applicable fiscal year is summarized in the table below: Years Ended June 30, 2018 July 1, 2017 July 2, 2016 APPLE 30.0 %   *   * HUAWEI 11.0 %   16.7 %   17.1 % CIENA 11.0 %   18.5 %   17.1 % CISCO *   12.4 %   13.0 % *Represents less than 10% of total net revenue Trends To remain competitive, network operators worldwide must offer broader suites of digital services.

Nokia Corporation NOKcovered filerbest State current

named by NOK as its joint venture partner: State stale since 2017-03-23 (the edge: stale since 2017-03-23); last named 2015-03-19, 1519 days before the date.

Nokia Networks has a joint venture company TD Tech Communication Technologies Ltd (TD Tech) for development and manufacturing of TD-SCDMA and LTE technologies and related products in Beijing, Shanghai and Chengdu, China. The company is owned between Nokia Networks (51%) and Huawei Technologies Co.

From Nokia Corporation's 20-F filed 2015-03-19, accession 000119312515098475, period December 31, 2014, under ITEM 19 EXHIBITS; characters 94862 to 95160; re-found.

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These are located in China, Finland, Germany, Greece, Hungary, India, the Philippines, Poland and the United States. Nokia Networks organizes its R&D teams in a flat structure, resulting in advantages such as cost effectiveness and speed. Nokia Networks is focused on creating a strong partner ecosystem and makes efforts to ensure the effective management of portfolio for its partners and suppliers and for their products. The Mobile Broadband segment is responsible for most of Nokia Networks’ R&D internally. Nokia Networks has a joint venture company TD Tech Communication Technologies Ltd (TD Tech) for development and manufacturing of TD-SCDMA and LTE technologies and related products in Beijing, Shanghai and Chengdu, China. The company is owned between Nokia Networks (51%) and Huawei Technologies Co. Ltd. (49%), and Nokia has ownership of the system in which the commonly created products are inserted. The joint venture has supported the growth of Nokia’s market position in China, and demonstrates that this partnering has been of great mutual benefit for both enterprises.

named by NOK as its licensee: State current since 2019-03-21 (the edge: current since 2019-03-21); last named 2019-03-21, 56 days before the date.

During the year, Nokia signed a number of patent licensing agreements, including with Apple, Huawei, LG Electronics and Xiaomi.

From Nokia Corporation's 20-F filed 2019-03-21, accession 000155837019002343, period 2018-12-31, under ITEM 19 EXHIBITS; characters 103784 to 103911; re-found.

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We continue to refresh our portfolio from R&D activities across all Nokia businesses, filing patent applications on more than 1 300 new inventions in 2018. 8   At Mobile World Congress in February, Nokia Technologies launched its Patient Care Platform to enable doctors to remotely monitor patients with their smart devices. The platform, which is being used in a trial by the UK’s National Health Service, aims to better prevent and manage chronic health conditions and drive timely and targeted patient care.   During the year, Nokia signed a number of patent licensing agreements, including with Apple, Huawei, LG Electronics and Xiaomi. Our agreements with Apple and Xiaomi also include broader business collaborations.

NXP Semiconductors N.V. NXPIcovered filerbest State stale

named by NXPI as its customer: State stale since 2014-02-28 (the edge: stale since 2014-02-28); last named 2012-03-13, 2620 days before the date.

The same filer states this relationship again on a later line under another key: ?huawei 2016-02-26.

Our 10 largest direct customers are Apple, Bosch, Continental, Delphi, Giesecke/Devrient, Harman/Becker, Hua Wei, Nokia, Samsung and ZTE.

From NXP Semiconductors N.V.'s 20-F filed 2012-03-13, accession 000119312512112101, period December 31, 2011, under Item 4. Information on the Company; characters 169590 to 169727; re-found.

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Our web-based marketing tool is complementary to our direct customer technical support. Our sales and marketing strategy focuses on deepening our relationship with our top OEMs and electronic manufacturing service customers and distribution partners and becoming their preferred supplier, which we believe assists us in reducing sales volatility in challenging markets. We have long-standing customer relationships with most of our customers. Our 10 largest direct customers are Apple, Bosch, Continental, Delphi, Giesecke/Devrient, Harman/Becker, Hua Wei, Nokia, Samsung and ZTE. When we target new customers, we generally focus on companies that are leaders in their markets either in terms of market share or leadership in driving innovation. We also have a strong position with our distribution partners, being the number two semiconductor supplier (other than microprocessors) through distribution worldwide.

named by NXPI as its customer: State lapsed since 2016-02-26 (the edge: lapsed since 2016-02-26); last named 2016-02-26, 1175 days before the date.

Our 10 largest OEM end customers, some of whom are supplied by distributors, in alphabetical order, are Apple, Bosch, Ericsson, Continental, Gemalto, Giesecke/ Devrient, Huawei,LG, Samsung and ZTE.

From NXP Semiconductors N.V.'s 20-F filed 2016-02-26, accession 000119312516481954, period December 31, 2015, under Item 4. Information on the Company; characters 161862 to 162059; re-found.

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Our web-based marketing tool is complementary to our direct customer technical support. Our sales and marketing strategy focuses on deepening our relationship with our top OEMs and electronic manufacturing service customers and distribution partners and becoming their preferred supplier, which we believe assists us in reducing sales volatility in challenging markets. We have long-standing customer relationships with most of our customers. Our 10 largest OEM end customers, some of whom are supplied by distributors, in alphabetical order, are Apple, Bosch, Ericsson, Continental, Gemalto, Giesecke/ Devrient, Huawei,LG, Samsung and ZTE. When we target new customers, we generally focus on companies that are leaders in their markets either in terms of market share or leadership in driving innovation. We also have a strong position with our distribution partners being the number two semiconductor supplier (other than microprocessors and memory ICs) through distribution worldwide.

ON SEMICONDUCTOR CORPORATION ONcovered filerbest State current

named by ON as its customer: State current since 2018-02-21 (the edge: current since 2018-02-21); last named 2018-02-21, 449 days before the date.

OEM customers include a variety of companies in the electronics industry such as Bosch GmbH, Continental Automotive Systems, Delphi, Hella, Huawei Technologies Co. Ltd., Magna International, Panasonic Corporation and Samsung Electronics Co., Ltd. (“Samsung”).

From ON SEMICONDUCTOR CORPORATION's 10-K filed 2018-02-21, accession 000119312518051397, period December 31, 2017, under Item 1. Business; characters 31713 to 31972; re-found.

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OEMs     Direct sales to OEMs accounted for approximately 34% of our revenues in 2017, 38% of our revenues in 2016 and 39% of our revenues in 2015. OEM customers include a variety of companies in the electronics industry such as Bosch GmbH, Continental Automotive Systems, Delphi, Hella, Huawei Technologies Co. Ltd., Magna International, Panasonic Corporation and Samsung Electronics Co., Ltd. (“Samsung”). We focus on three types of OEMs: multi-nationals; selected regional accounts; and target market customers. Large multi-nationals and selected regional accounts, which are significant in specific markets, are our core OEM customers.

QUALCOMM Incorporated QCOMcovered filerbest State current

named by QCOM as its licensee: State current since 2018-11-07 (the edge: current since 2018-11-07); last named 2018-11-07, 190 days before the date.

the majority of the leading handset and other wireless device companies (including Huawei, LG, Microsoft, Oppo, Samsung, Sony, vivo, Xiaomi and ZTE) have royalty-bearing licenses

From QUALCOMM Incorporated's 10-K filed 2018-11-07, accession 000172894918000095, period September 30, 2018, under Item 1. Business; characters 57808 to 57986; re-found.

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Upon the initial deployment of OFDMA-based networks, the products implementing such technologies generally have been multimode and implement CDMA-based technologies. The licenses granted under our existing CDMA license agreements generally cover multimode CDMA/OFDMA (3G/4G) devices, and our licensees are obligated to pay royalties under their CDMA license agreements for such devices. Further, the majority of the leading handset and other wireless device companies (including Huawei, LG, Microsoft, Oppo, Samsung, Sony, vivo, Xiaomi and ZTE) have royalty-bearing licenses under our patent portfolio for use in LTE or other OFDMA-based products that do not implement any CDMA-based standards. As opportunities arise, we are expanding licenses granted under existing agreements to include 5G technologies through Release 15, both for multimode (i.e. 3G/4G/5G) devices as well as single mode 5G devices.

Qorvo, Inc. QRVOcovered filerbest State current

named by QRVO as its customer: State current since 2018-05-21 (the edge: current since 2018-05-21); last named 2018-05-21, 360 days before the date.

Huawei Technologies Co., Ltd. ("Huawei") accounted for 8% , 11% and 12% of our total revenue in fiscal years 2018 , 2017 and 2016 , respectively.

From Qorvo, Inc.'s 10-K filed 2018-05-21, accession 000160477818000023, period March 31, 2018, under ITEM 1. BUSINESS.; characters 36142 to 36287; re-found.

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Customers We design, develop, manufacture and market products for leading U.S. and international OEMs and ODMs. We also collaborate with leading baseband reference design partners located primarily in the U.S. and China. We provided our products to our largest end customer, Apple Inc. ("Apple"), through sales to multiple contract manufacturers, which in the aggregate accounted for 36% , 34% , and 37% of total revenue in fiscal years 2018 , 2017 and 2016 , respectively. Huawei Technologies Co., Ltd. ("Huawei") accounted for 8% , 11% and 12% of our total revenue in fiscal years 2018 , 2017 and 2016 , respectively. These customers primarily purchase cellular RF and Wi-Fi solutions offered by our MP segment for a variety of mobile devices, including smartphones, notebook computers, wearables, tablets and cellular-based applications for the IoT. Some of our sales to overseas customers are made under export licenses that must be obtained from the United States Department of Commerce.

SILICON LABORATORIES INC. SLABcovered filerbest State stale

named by SLAB as its customer: State stale since 2018-01-31 (the edge: stale since 2018-01-31); last named 2016-02-05, 1196 days before the date.

Our major customers include Chamberlain, Cisco, Harman Becker, Huawei, LG Electronics, Samsung, Technicolor, Technisat, Varian Medical Systems and ZTE.

From SILICON LABORATORIES INC.'s 10-K filed 2016-02-05, accession 000104746916010039, period January 2, 2016, under Item 1. Business; characters 24145 to 24296; re-found.

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During fiscal 2015, our ten largest end customers accounted for 29% of our revenues. We had no customer that represented more than 10% of our revenues during this period. Our major customers include Chamberlain, Cisco, Harman Becker, Huawei, LG Electronics, Samsung, Technicolor, Technisat, Varian Medical Systems and ZTE.         We maintain numerous sales offices in North America, Europe and Asia. Revenue is attributed to a geographic area based on the shipped-to location. The percentage of our revenues derived from outside of the United States was 85% in fiscal 2015.

SEMTECH CORPORATION SMTCcovered filerbest State current

named by SMTC as its customer: State current since 2019-03-21 (the edge: current since 2019-03-21); last named 2019-03-21, 56 days before the date.

Representative Customers by End-Markets: Enterprise Computing   Industrial   High-End Consumer   Communications Alphabet Inc.   Honeywell Inc.   Huawei Technologies Co., Ltd.

From SEMTECH CORPORATION's 10-K filed 2019-03-21, accession 000162828019003241, period January 27, 2019, under Item 1. Business; characters 35501 to 35675; re-found.

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Semtech Canada Corporation serves the Canadian market for most of the products from our Signal Integrity Products Group, from its headquarters in Burlington, Ontario. Independent representatives and distributors are also used to serve customers throughout the world. Some of our distributors and sales representatives also offer products from our competitors, as is customary in the industry. Customers, Sales Data, and Backlog As a result of the breadth of our products and markets, we have a broad and balanced range of customers. Representative Customers by End-Markets: Enterprise Computing   Industrial   High-End Consumer   Communications Alphabet Inc.   Honeywell Inc.   Huawei Technologies Co., Ltd.   Cisco Systems, Inc. Hewlett-Packard   Itron, Inc.   LG Electronics Inc.   Ericsson Huawei Technologies Co., Ltd.   Panasonic Corp   Quanta Computer   Huawei Technologies Co., Ltd. LuxNet Corp   Raytheon Company   Samsung Electronics Co., Ltd.   Samsung Electronics Co., Ltd. Lumentum Holdings Inc.   Rockwell Automation   Sharp Corporation   ZTE Corporation Samsung Electronics Co., Ltd.   Sharp …

STMicroelectronics N.V. STMcovered filerbest State current

named by STM as its customer: State current since 2019-02-28 (the edge: current since 2019-02-28); last named 2019-02-28, 77 days before the date.

Our major customers include Apple, Robert Bosch, Cisco, Continental, Hewlett-Packard, Huawei, Mobileye, Samsung, Seagate and Western Digital.

From STMicroelectronics N.V.'s 20-F filed 2019-02-28, accession 000119312519057507, period December 31, 2018, under Item 4. Information on the Company; characters 107680 to 107821; re-found.

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Such collaboration provides us with a number of important benefits, including the sharing of costs, reductions in our own capital requirements, acquisitions of technical know-how and access to additional production capacities. Customers and Applications We design, develop, manufacture and market thousands of products that we sell to over 100,000 customers. We emphasize balance in our product portfolio, in the applications we serve and in the regional markets we address. Our major customers include Apple, Robert Bosch, Cisco, Continental, Hewlett-Packard, Huawei, Mobileye, Samsung, Seagate and Western Digital. Our broad portfolio helps foster close relationships with customers, which provides opportunities to supply such customers’ requirements for multiple products, including discrete devices, programmable products and memory products. We also sell our products through distributors and retailers.

SKYWORKS SOLUTIONS, INC. SWKScovered filerbest State current

named by SWKS as its customer: State current since 2018-11-15 (the edge: current since 2018-11-15); last named 2018-11-15, 182 days before the date.

In fiscal 2017, Huawei in the aggregate accounted for 10% of the Company’s net revenue.

From SKYWORKS SOLUTIONS, INC.'s 10-K filed 2018-11-15, accession 000000412718000046, period September 28, 2018, under ITEM 8. FINANCIAL STATEMENTS AND SUPPLEMENTARY DATA.; characters 241391 to 241478; re-found.

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In fiscal 2018, 2017, and 2016, Apple, through sales to multiple distributors, contract manufacturers and direct sales for multiple applications including smartphones, tablets, desktop and notebook computers, watches and other devices, in the aggregate accounted for 47% , 39% and 40% of the Company’s net revenue, respectively. In fiscal 2017 and 2016, Samsung in the aggregate accounted for 12% and 10% of the Company’s net revenue, respectively. In fiscal 2017, Huawei in the aggregate accounted for 10% of the Company’s net revenue. At September 28, 2018 , the Company’s three largest accounts receivable balances comprised 66% of aggregate gross accounts receivable. This concentration was 53% and 54% at September 29, 2017 , and September 30, 2016 , respectively.

Taiwan Semiconductor Manufacturing Company Limited TSMcovered filerbest State current

named by TSM as its customer: State current since 2019-04-17 (the edge: current since 2019-04-17); last named 2019-04-17, 29 days before the date.

We count among our customers many of the world’s leading semiconductor companies, ranging from fabless semiconductor companies, system companies to integrated device manufacturers, including, but not limited to, Advanced Micro Devices, Inc., Broadcom Limited, Hisilicon Technologies Co., Ltd., Intel Corporation, Marvell Technology Group Ltd., MediaTek Inc., NVIDIA Corporation, NXP Semiconductors N.V., Qualcomm Inc., Sony Corporation and Texas Instruments Inc.

From TSM's 20-F filed 2019-04-17, accession 000119312519108390, period December 31, 2018, under ITEM 4. INFORMATION ON THE COMPANY; characters 75502 to 75964; re-found.

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We estimate that our revenue market segment share among total foundries worldwide was 56% in 2018. We also offer design, mask making, bumping, advanced packaging, and testing services. We believe that our large capacity, particularly for advanced technologies, is a major competitive advantage. Please see “— Semiconductor Manufacturing Capacity and Technology” and “– Capacity Management and Technology Upgrade Plans” for a further discussion of our capacity. We count among our customers many of the world’s leading semiconductor companies, ranging from fabless semiconductor companies, system companies to integrated device manufacturers, including, but not limited to, Advanced Micro Devices, Inc., Broadcom Limited, Hisilicon Technologies Co., Ltd., Intel Corporation, Marvell Technology Group Ltd., MediaTek Inc., NVIDIA Corporation, NXP Semiconductors N.V., Qualcomm Inc., Sony Corporation and Texas Instruments Inc. Growth Opportunities In light of the rapid growth in four major markets, namely mobile, high-performance computing, automotive electronics, and IoT, and the fact that focus of customer demand is shifting from process-technology-centric to product-application-centric, we have constructed four different technology platforms to provide customers with the most comprehensive and competitive …

named by TSM as its customer: State stale since 2018-04-19 (the edge: stale since 2018-04-19); last named 2016-04-11, 1130 days before the date.

The same filer states this relationship again on a later line under another key: ?huawei 2017-04-13.

We count among our customers many of the world’s leading semiconductor companies, ranging from fabless semiconductor, system companies to integrated device manufacturers, including, but not limited to, Advanced Micro Devices, Inc., Broadcom Corporation, Huawei Tech, Marvell Technology Group Ltd., MediaTek Inc., NVIDIA Corporation, NXP Semiconductors N.V., OmniVision Technologies Inc., Qualcomm Inc., Sony Corporation, Spreadtrum Communications, Inc. and Texas Instruments Inc.

From TSM's 20-F filed 2016-04-11, accession 000119312516536225, period December 31, 2015, under ITEM 4. INFORMATION ON THE COMPANY; characters 72735 to 73214; re-found.

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We estimate that our revenue market segment share among total foundries worldwide was 55% in 2015. We also offer design, mask making, bumping, probing, and assembly and testing services. We believe that our large capacity, particularly for advanced technologies, is a major competitive advantage. Please see “— Manufacturing Capacity and Technology” and “— Capacity Management and Technology Upgrade Plans” for a further discussion of our capacity.   12 Table of Contents We count among our customers many of the world’s leading semiconductor companies, ranging from fabless semiconductor, system companies to integrated device manufacturers, including, but not limited to, Advanced Micro Devices, Inc., Broadcom Corporation, Huawei Tech, Marvell Technology Group Ltd., MediaTek Inc., NVIDIA Corporation, NXP Semiconductors N.V., OmniVision Technologies Inc., Qualcomm Inc., Sony Corporation, Spreadtrum Communications, Inc. and Texas Instruments Inc. Fabless semiconductor and system companies accounted for approximately 81%, and integrated device manufacturers accounted for approximately 18% of our net revenue in 2015. Our Semiconductor Facilities We currently operate one 150mm wafer fab, six 200mm wafer fabs and three 300mm wafer fabs.

named by TSM as its customer: State stale since 2019-04-17 (the edge: stale since 2019-04-17); last named 2017-04-13, 763 days before the date.

We count among our customers many of the world’s leading semiconductor companies, ranging from fabless semiconductor companies, system companies to integrated device manufacturers, including, but not limited to, Advanced Micro Devices, Inc., Broadcom Limited, Huawei Technologies Co., Ltd., Intel Corporation, Marvell Technology Group Ltd., MediaTek Inc., NVIDIA Corporation, NXP Semiconductors N.V., OmniVision Technologies Inc., Qualcomm Inc., Sony Corporation, Spreadtrum Communications, Inc. and Texas Instruments Inc.

From TSM's 20-F filed 2017-04-13, accession 000119312517122097, period December 31, 2016, under ITEM 4. INFORMATION ON THE COMPANY; characters 70330 to 70852; re-found.

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We estimate that our revenue market segment share among total foundries worldwide was 56% in 2016. We also offer design, mask making, bumping, probing, and assembly and testing services. We believe that our large capacity, particularly for advanced technologies, is a major competitive advantage. Please see “– Manufacturing Capacity and Technology” and “– Capacity Management and Technology Upgrade Plans” for a further discussion of our capacity. We count among our customers many of the world’s leading semiconductor companies, ranging from fabless semiconductor companies, system companies to integrated device manufacturers, including, but not limited to, Advanced Micro Devices, Inc., Broadcom Limited, Huawei Technologies Co., Ltd., Intel Corporation, Marvell Technology Group Ltd., MediaTek Inc., NVIDIA Corporation, NXP Semiconductors N.V., OmniVision Technologies Inc., Qualcomm Inc., Sony Corporation, Spreadtrum Communications, Inc. and Texas Instruments Inc. Fabless semiconductor and system companies accounted for approximately 83%, and integrated device manufacturers accounted for approximately 17% of our net revenue in 2016. Our Semiconductor Facilities We currently operate one 150mm wafer fab, six 200mm wafer fabs and three 300mm wafer fabs.

Possible matches, never reached (1)

named by LITE: Huawei Marine (identity rule name_contains_locus_name).

Our OpComms customers include Accelink, Alphabet (formerly Google), Apple, Arista, Arris, Ciena, Cisco Systems, Coriant, ECI, Facebook, FiberHome, Fujitsu, HiSilicon, Huawei Marine, Huawei Technologies, Infinera, Microsoft, NEC, Nokia Networks (including Alcatel-Lucent International), O-Net, Oplink, Padtec, TE Subcom, and Yahoo.

From Lumentum Holdings Inc.'s 10-K filed 2018-08-28, accession 000163397818000108, period June 30, 2018, under ITEM 1. BUSINESS; characters 19978 to 20308; re-found.

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These systems simplify the way people interact with technology by enabling the use of natural user interfaces. Systems are used for biometric identification, surveillance, and process efficiency, among numerous other application spaces. Emerging applications for this technology include various mobile device applications, autonomous vehicles, self-navigating robotics and drones in industrial applications and 3D capture of objects coupled with 3D printing. In addition, our industrial diode lasers are used primarily as pump sources for pulsed and CW Fiber Lasers. Customers Our OpComms customers include Accelink, Alphabet (formerly Google), Apple, Arista, Arris, Ciena, Cisco Systems, Coriant, ECI, Facebook, FiberHome, Fujitsu, HiSilicon, Huawei Marine, Huawei Technologies, Infinera, Microsoft, NEC, Nokia Networks (including Alcatel-Lucent International), O-Net, Oplink, Padtec, TE Subcom, and Yahoo. During fiscal 2018 , 2017 , and 2016 , net revenue generated from a single customer which represented 10% or more of our total net revenue of the applicable fiscal year is summarized in the table below: Years Ended June 30, 2018 July 1, 2017 July 2, 2016 APPLE 30.0 %   *   * HUAWEI 11.0 %   16.7 %   17.1 % CIENA 11.0 %   18.5 %   17.1 % CISCO *   12.4 %   13.0 % *Represents less than 10% of …

Second hop

Second-hop block hidden until the second-hop test (H2) passes.

Where the evidence stopped (stops-v1)

locus_not_covered_filer: 3

counterparty_unresolved: 1

edge_stale: 5

edge_ended: 1

edge_lapsed: 1

never_asked: 163

filer_not_read_before_as_of: 10

depth_limit: 1

Coverage

179 of 189 covered filers have a filing read before 2019-05-16. Coverage: the annual filings of 189 SEC filers read so far; where the evidence stopped is in the stop ledger.

The newest filing read before the date is dated 2019-05-15.