COMPARE

Side-by-side factor and exposure compare for substitution diligence.

Firm AFirm B

DEGRADED

Taiwan · pure play

Score

WATCH — United Microelectronics (UMC): sole-source / single-point-of-failure dominance compounded by criticality to DoD-exposed downstream programs in pure play. A chokepoint underwriting concern at this tier.

Foreign-Origin Concentration52

Sole-Source Dependence72

Sanctions Exposure0

Downstream Criticality60

Sanctioned: No

DoD: —

Suppliers: 21

Customers: 9

DEGRADED

GlobalFoundries

United States · pure play

Score

WATCH — GlobalFoundries: criticality to DoD-exposed downstream programs compounded by sole-source / single-point-of-failure dominance in pure play. A chokepoint underwriting concern at this tier.

Foreign-Origin Concentration47

Sole-Source Dependence74

Sanctions Exposure0

Downstream Criticality100

Sanctioned: No

DoD: $1.05B

Suppliers: 16

Customers: 11

Shared counterparties

Shared suppliers (16)

Shin-Etsu Chemical SUMCO GlobalWafers Siltronic JSR Tokyo Ohka Kogyo Air Liquide Linde Air Products ASML Applied Materials Lam Research Tokyo Electron KLA ASM International SCREEN Holdings

Shared customers (7)

MediaTek NXP Semiconductors Qualcomm NVIDIA AMD Broadcom Apple

-5

Δ Foreign-Origin

Δ Sole-Source

Δ Sanctions

+40

Δ Downstream