COMPARE
Side-by-side factor and exposure compare for substitution diligence.
24
Score
CLEAR — Everspin Technologies: criticality to DoD-exposed downstream programs compounded by sole-source / single-point-of-failure dominance in emerging memory. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration3
Sole-Source Dependence45
Sanctions Exposure0
Downstream Criticality57
Sanctioned: No
DoD: —
Suppliers: 0
Customers: 4
45
Score
WATCH — Micron Technology: sole-source / single-point-of-failure dominance compounded by criticality to DoD-exposed downstream programs in dram. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration48
Sole-Source Dependence73
Sanctions Exposure0
Downstream Criticality60
Sanctioned: No
DoD: —
Suppliers: 22
Customers: 10
Shared counterparties
Shared suppliers (0)
None
Shared customers (4)
+45
Δ Foreign-Origin
+28
Δ Sole-Source
0
Δ Sanctions
+3
Δ Downstream