COMPARE
Side-by-side factor and exposure compare for substitution diligence.
53
Score
WATCH — Giantec Semiconductor: concentrated foreign-origin supply compounded by criticality to DoD-exposed downstream programs in specialty memory. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration100
Sole-Source Dependence45
Sanctions Exposure0
Downstream Criticality57
Sanctioned: No
DoD: —
Suppliers: 0
Customers: 4
16
Score
CLEAR — ams OSRAM: sole-source / single-point-of-failure dominance in analog mixed signal. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration18
Sole-Source Dependence40
Sanctions Exposure0
Downstream Criticality5
Sanctioned: No
DoD: —
Suppliers: 0
Customers: 1
Shared counterparties
Shared suppliers (0)
None
Shared customers (1)
-82
Δ Foreign-Origin
-5
Δ Sole-Source
0
Δ Sanctions
-52
Δ Downstream