COMPARE
Side-by-side factor and exposure compare for substitution diligence.
32
Score
CLEAR — Solidigm: 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 Dependence59
Sanctions Exposure0
Downstream Criticality57
Sanctioned: No
DoD: —
Suppliers: 1
Customers: 4
47
Score
WATCH — Samsung Electronics: sole-source / single-point-of-failure dominance compounded by criticality to DoD-exposed downstream programs in idm. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration45
Sole-Source Dependence86
Sanctions Exposure0
Downstream Criticality60
Sanctioned: No
DoD: —
Suppliers: 74
Customers: 10
Shared counterparties
Shared suppliers (0)
None
Shared customers (4)
+27
Δ Foreign-Origin
+27
Δ Sole-Source
0
Δ Sanctions
+3
Δ Downstream