ENTITY · adi
Analog DevicesADI
United States·idm·leader·$211.6B mkt cap
High-performance analog leader: converters, amplifiers, power.
CLEAR · 0–39
34/100 illustrative
Underwriting Thesis
CLEAR — Analog Devices: sole-source / single-point-of-failure dominance compounded by criticality to DoD-exposed downstream programs in idm. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration3
Sole-Source Dependence85
Sanctions Exposure0
Downstream Criticality60
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Segments
idmanalog mixed signal
Shortest paths → DoD-exposed firms
- GlobalFoundries · 2 hops · $1.05BAnalog Devices → Nagase & Co. → GlobalFoundries
- Marvell Technology · 3 hops · $184.3MAnalog Devices → Nagase & Co. → TSMC → Marvell Technology
- Valens Semiconductor · 3 hops · $28.3MAnalog Devices → Nagase & Co. → TSMC → Valens Semiconductor
- Scale AI · 4 hops · $105.6MAnalog Devices → WPG Holdings → Hon Hai (Foxconn) → Amazon (Annapurna Labs) → Scale AI
Possible substitutes · same commodity buckets