ENTITY · allegro
Allegro MicroSystemsALGM
United States·analog mixed signal·major·$11.0B mkt cap
Magnetic sensor and power IC leader for automotive.
CLEAR · 0–39
36/100 illustrative
Underwriting Thesis
CLEAR — Allegro MicroSystems: concentrated foreign-origin supply compounded by sanctions exposure in its immediate supply path in analog mixed signal. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration57
Sole-Source Dependence30
Sanctions Exposure45
Downstream Criticality0
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 4
- CHOKEPOINT
- Tower SemiconductorIsraelALLIED
- TSMCTaiwanCHOKEPOINT
- Polar SemiconductorUnited StatesDOMESTIC
Key Customers · downstream · 0
No mapped downstream customers.