ENTITY · alpha_omega
Alpha and Omega SemiconductorAOSL
United States·power·major·$1.4B mkt cap
Power MOSFET and power IC designer.
CLEAR · 0–39
25/100 illustrative
Underwriting Thesis
CLEAR — Alpha and Omega Semiconductor: criticality to DoD-exposed downstream programs compounded by sole-source / single-point-of-failure dominance in power. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration3
Sole-Source Dependence48
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.
Shortest paths → DoD-exposed firms
- Scale AI · 3 hops · $105.6MAlpha and Omega Semiconductor → Dell Technologies → CoreWeave → Scale AI
- GlobalFoundries · 4 hops · $1.05BAlpha and Omega Semiconductor → Samsung Electronics → Broadcom → Furukawa Electric → GlobalFoundries
- Marvell Technology · 4 hops · $184.3MAlpha and Omega Semiconductor → Samsung Electronics → Broadcom → InnoLight Technology → Marvell Technology
- Valens Semiconductor · 5 hops · $28.3MAlpha and Omega Semiconductor → Samsung Electronics → Broadcom → Furukawa Electric → TSMC → Valens Semiconductor
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 0
No mapped upstream suppliers.
Key Customers · downstream · 2
- Dell TechnologiesUnited StatesDOMESTIC
- Samsung ElectronicsSouth KoreaALLIED