COMPARE
Side-by-side factor and exposure compare for substitution diligence.
47
Score
WATCH — SK hynix: sole-source / single-point-of-failure dominance compounded by criticality to DoD-exposed downstream programs in dram. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration46
Sole-Source Dependence85
Sanctions Exposure0
Downstream Criticality60
Sanctioned: No
DoD: —
Suppliers: 45
Customers: 10
32
Score
CLEAR — SanDisk: sole-source / single-point-of-failure dominance compounded by criticality to DoD-exposed downstream programs in nand. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration18
Sole-Source Dependence62
Sanctions Exposure0
Downstream Criticality57
Sanctioned: No
DoD: —
Suppliers: 1
Customers: 5
Shared counterparties
Shared suppliers (0)
None
Shared customers (4)
-28
Δ Foreign-Origin
-23
Δ Sole-Source
0
Δ Sanctions
-3
Δ Downstream