ENTITY · adata
ADATA Technology3260
Taiwan·modules·major·$4.2B mkt cap
Memory module and SSD maker.
WATCH · 40–69
47/100 illustrative
Underwriting Thesis
WATCH — ADATA Technology: concentrated foreign-origin supply compounded by sole-source / single-point-of-failure dominance in modules. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration68
Sole-Source Dependence59
Sanctions Exposure0
Downstream Criticality57
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Shortest paths → DoD-exposed firms
- Scale AI · 3 hops · $105.6MADATA Technology → Dell Technologies → CoreWeave → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 3
- Phison ElectronicsTaiwanCHOKEPOINT
- Silicon MotionTaiwanCHOKEPOINT
- Kioxia HoldingsJapanALLIED
Key Customers · downstream · 4
- Dell TechnologiesUnited StatesDOMESTIC
- Hewlett Packard EnterpriseUnited StatesDOMESTIC
- Super Micro ComputerUnited StatesDOMESTIC
- AppleUnited StatesDOMESTIC