COMPARE
Side-by-side factor and exposure compare for substitution diligence.
36
Score
CLEAR — SUSS MicroTec: sole-source / single-point-of-failure dominance compounded by criticality to DoD-exposed downstream programs in assembly packaging equipment. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration18
Sole-Source Dependence74
Sanctions Exposure0
Downstream Criticality60
Sanctioned: No
DoD: —
Suppliers: 0
Customers: 13
26
Score
CLEAR — Aehr Test Systems: criticality to DoD-exposed downstream programs compounded by sole-source / single-point-of-failure dominance in test equipment. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration3
Sole-Source Dependence54
Sanctions Exposure0
Downstream Criticality60
Sanctioned: No
DoD: —
Suppliers: 0
Customers: 7
Shared counterparties
Shared suppliers (0)
None
Shared customers (7)
-15
Δ Foreign-Origin
-20
Δ Sole-Source
0
Δ Sanctions
0
Δ Downstream