COMPARE
Side-by-side factor and exposure compare for substitution diligence.
42
Score
WATCH — Valens Semiconductor: concentrated foreign-origin supply compounded by sanctions exposure in its immediate supply path in networking silicon. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration65
Sole-Source Dependence17
Sanctions Exposure45
Downstream Criticality37
Sanctioned: No
DoD: $28.3M
Suppliers: 2
Customers: 0
10
Score
CLEAR — Panmnesia shows no material chokepoint exposure in networking silicon; low foreign, sole-source, sanctions, and downstream risk.
Foreign-Origin Concentration18
Sole-Source Dependence17
Sanctions Exposure0
Downstream Criticality0
Sanctioned: No
DoD: —
Suppliers: 0
Customers: 0
Shared counterparties
Shared suppliers (0)
None
Shared customers (0)
None
-47
Δ Foreign-Origin
0
Δ Sole-Source
-45
Δ Sanctions
-37
Δ Downstream