COMPARE
Side-by-side factor and exposure compare for substitution diligence.
44
Score
WATCH — Fabrinet: sole-source / single-point-of-failure dominance compounded by criticality to DoD-exposed downstream programs in photonics optics. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration18
Sole-Source Dependence62
Sanctions Exposure45
Downstream Criticality60
Sanctioned: No
DoD: —
Suppliers: 3
Customers: 5
37
Score
CLEAR — Ciena: criticality to DoD-exposed downstream programs compounded by sole-source / single-point-of-failure dominance in networking systems. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration3
Sole-Source Dependence54
Sanctions Exposure45
Downstream Criticality59
Sanctioned: No
DoD: —
Suppliers: 4
Customers: 3
Shared counterparties
Shared suppliers (3)
Shared customers (3)
-15
Δ Foreign-Origin
-8
Δ Sole-Source
0
Δ Sanctions
-1
Δ Downstream