COMPARE
Side-by-side factor and exposure compare for substitution diligence.
59
Score
WATCH — Eoptolink Technology: concentrated foreign-origin supply compounded by criticality to DoD-exposed downstream programs in photonics optics. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration70
Sole-Source Dependence59
Sanctions Exposure45
Downstream Criticality60
Sanctioned: No
DoD: —
Suppliers: 3
Customers: 4
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 (4)
-67
Δ Foreign-Origin
-10
Δ Sole-Source
0
Δ Sanctions
0
Δ Downstream