ENTITY · amd
Deal-Killer · Procurement Veto
direct supplier sanctioned: JCET Group [BIS-EntityList].AMDAMD
United States·cpu·major·$876.2B mkt cap
x86 CPU and Instinct GPU designer; owns Xilinx FPGA franchise.
CRITICAL · 70–100
76/100 illustrative
Underwriting Thesis
CRITICAL — direct supplier sanctioned: 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 Concentration80
Sole-Source Dependence75
Sanctions Exposure85
Downstream Criticality59
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Segments
cpugpu ai acceleratorsfpga
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 15
- TSMCTaiwanCHOKEPOINT
- IbidenJapanALLIED
- UnimicronTaiwanCHOKEPOINT
- Nan Ya PCBTaiwanCHOKEPOINT
- Kinsus InterconnectTaiwanCHOKEPOINT
- AT&SAustriaALLIED
- SynopsysUnited StatesDOMESTIC
- Cadence Design SystemsUnited StatesDOMESTIC
- Siemens EDAGermanyALLIED
- SK hynixSouth KoreaALLIED
- Micron TechnologyUnited StatesDOMESTIC
- ASE TechnologyTaiwanCHOKEPOINT
- JCET GroupChinaHostileADVERSARY
- CHOKEPOINT
- ADVERSARY
Key Customers · downstream · 6
- Hon Hai (Foxconn)TaiwanCHOKEPOINT
- Quanta ComputerTaiwanCHOKEPOINT
- OracleUnited StatesDOMESTIC
- MicrosoftUnited StatesDOMESTIC
- Meta PlatformsUnited StatesDOMESTIC
- CoreWeaveUnited StatesDOMESTIC