ENTITY · alibaba
Deal-Killer · Procurement Veto
Alibaba Group is itself sanctioned (NDAA-1260H); direct suppliers sanctioned: SMIC [BIS-EntityList, NDAA-1260H, NDAA-CMIC], JCET Group [BIS-EntityList].Alibaba GroupBABA
China·hyperscaler·major·$256.9B mkt cap
Chinese cloud leader; T-Head designs Yitian CPUs and Hanguang AI chips.
WATCH · 40–69
58/100 illustrative
Underwriting Thesis
CRITICAL — Alibaba Group is itself sanctioned (NDAA-1260H); direct suppliers sanctioned: SMIC [BIS-EntityList, NDAA-1260H, NDAA-CMIC], JCET Group [BIS-EntityList]. A sanctioned node in the immediate supply path is a binary procurement risk that overrides all favorable factors.
Factor Breakdown
Foreign-Origin Concentration85
Sole-Source Dependence30
Sanctions Exposure100
Downstream Criticality0
Sanctions Exposure
NDAA-1260H
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Segments
hyperscalercustom silicon
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 7
Key Customers · downstream · 0
No mapped downstream customers.