COMPARE
Side-by-side factor and exposure compare for substitution diligence.
32
Score
CLEAR — Meta Platforms: concentrated foreign-origin supply compounded by sanctions exposure in its immediate supply path in custom silicon. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration56
Sole-Source Dependence17
Sanctions Exposure45
Downstream Criticality0
Sanctioned: No
DoD: —
Suppliers: 10
Customers: 0
51
Score
WATCH — Alchip Technologies: concentrated foreign-origin supply compounded by sole-source / single-point-of-failure dominance in custom silicon. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration75
Sole-Source Dependence48
Sanctions Exposure45
Downstream Criticality27
Sanctioned: No
DoD: —
Suppliers: 2
Customers: 2
Shared counterparties
Shared suppliers (2)
Shared customers (0)
None
+19
Δ Foreign-Origin
+31
Δ Sole-Source
0
Δ Sanctions
+27
Δ Downstream