COMPARE
Side-by-side factor and exposure compare for substitution diligence.
76
Score
CRITICAL — InnoLight Technology is itself sanctioned (NDAA-1260H). A sanctioned node in the immediate supply path is a binary procurement risk that overrides all favorable factors.
Foreign-Origin Concentration70
Sole-Source Dependence73
Sanctions Exposure100
Downstream Criticality60
Sanctioned: NDAA-1260H
DoD: —
Suppliers: 3
Customers: 5
35
Score
CLEAR — Ayar Labs: criticality to DoD-exposed downstream programs compounded by sanctions exposure in its immediate supply path in photonics optics. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration3
Sole-Source Dependence43
Sanctions Exposure45
Downstream Criticality59
Sanctioned: No
DoD: —
Suppliers: 4
Customers: 3
Shared counterparties
Shared suppliers (3)
Shared customers (3)
-67
Δ Foreign-Origin
-30
Δ Sole-Source
-55
Δ Sanctions
-1
Δ Downstream