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
25
Score
CLEAR — SiTime: criticality to DoD-exposed downstream programs compounded by sole-source / single-point-of-failure dominance in analog mixed signal. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration3
Sole-Source Dependence51
Sanctions Exposure0
Downstream Criticality59
Sanctioned: No
DoD: —
Suppliers: 0
Customers: 1
Shared counterparties
Shared suppliers (0)
None
Shared customers (0)
None
-97
Δ Foreign-Origin
+6
Δ Sole-Source
0
Δ Sanctions
+2
Δ Downstream