COMPARE
Side-by-side factor and exposure compare for substitution diligence.
35
Score
CLEAR — Ayar Labs: criticality to DoD-exposed downstream programs compounded by sanctions exposure in its immediate supply path in photonics optics. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration3
Sole-Source Dependence43
Sanctions Exposure45
Downstream Criticality59
Sanctioned: No
DoD: —
Suppliers: 4
Customers: 3
36
Score
CLEAR — Applied Optoelectronics: criticality to DoD-exposed downstream programs compounded by sole-source / single-point-of-failure dominance in photonics optics. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration3
Sole-Source Dependence49
Sanctions Exposure45
Downstream Criticality60
Sanctioned: No
DoD: —
Suppliers: 3
Customers: 5
Shared counterparties
Shared suppliers (3)
Shared customers (3)
0
Δ Foreign-Origin
+6
Δ Sole-Source
0
Δ Sanctions
+1
Δ Downstream