COMPARE
Side-by-side factor and exposure compare for substitution diligence.
36
Score
CLEAR — Allegro MicroSystems: concentrated foreign-origin supply compounded by sanctions exposure in its immediate supply path in analog mixed signal. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration57
Sole-Source Dependence30
Sanctions Exposure45
Downstream Criticality0
Sanctioned: No
DoD: —
Suppliers: 4
Customers: 0
16
Score
CLEAR — ams OSRAM: sole-source / single-point-of-failure dominance in analog mixed signal. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration18
Sole-Source Dependence40
Sanctions Exposure0
Downstream Criticality5
Sanctioned: No
DoD: —
Suppliers: 0
Customers: 1
Shared counterparties
Shared suppliers (0)
None
Shared customers (0)
None
-39
Δ Foreign-Origin
+10
Δ Sole-Source
-45
Δ Sanctions
+5
Δ Downstream