COMPARE
Side-by-side factor and exposure compare for substitution diligence.
55
Score
WATCH — Astera Labs: concentrated foreign-origin supply compounded by criticality to DoD-exposed downstream programs in networking silicon. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration65
Sole-Source Dependence48
Sanctions Exposure45
Downstream Criticality59
Sanctioned: No
DoD: —
Suppliers: 2
Customers: 2
48
Score
WATCH — Credo Technology: concentrated foreign-origin supply compounded by sanctions exposure in its immediate supply path in networking silicon. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration65
Sole-Source Dependence37
Sanctions Exposure45
Downstream Criticality41
Sanctioned: No
DoD: —
Suppliers: 2
Customers: 2
Shared counterparties
Shared suppliers (2)
Shared customers (1)
0
Δ Foreign-Origin
-11
Δ Sole-Source
0
Δ Sanctions
-18
Δ Downstream