COMPARE
Side-by-side factor and exposure compare for substitution diligence.
34
Score
CLEAR — SK Siltron: sole-source / single-point-of-failure dominance compounded by criticality to DoD-exposed downstream programs in silicon wafers. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration18
Sole-Source Dependence67
Sanctions Exposure0
Downstream Criticality60
Sanctioned: No
DoD: —
Suppliers: 0
Customers: 7
52
Score
WATCH — GlobalWafers: concentrated foreign-origin supply compounded by sole-source / single-point-of-failure dominance in silicon wafers. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration75
Sole-Source Dependence69
Sanctions Exposure0
Downstream Criticality60
Sanctioned: No
DoD: —
Suppliers: 0
Customers: 8
Shared counterparties
Shared suppliers (0)
None
Shared customers (7)
+57
Δ Foreign-Origin
+2
Δ Sole-Source
0
Δ Sanctions
0
Δ Downstream