ENTITY · broadcom
Deal-Killer · Procurement Veto
direct supplier sanctioned: InnoLight Technology [NDAA-1260H].BroadcomAVGO
United States·networking silicon·leader·$1957.0B mkt cap
Networking silicon leader and main designer of hyperscaler custom AI chips.
CRITICAL · 70–100
77/100 illustrative
Underwriting Thesis
CRITICAL — direct supplier sanctioned: InnoLight Technology [NDAA-1260H]. A sanctioned node in the immediate supply path is a binary procurement risk that overrides all favorable factors.
Factor Breakdown
Foreign-Origin Concentration73
Sole-Source Dependence86
Sanctions Exposure85
Downstream Criticality60
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Segments
networking siliconcustom silicon
Shortest paths → DoD-exposed firms
- GlobalFoundries · 2 hops · $1.05BBroadcom → Furukawa Electric → GlobalFoundries
- Marvell Technology · 2 hops · $184.3MBroadcom → InnoLight Technology → Marvell Technology
- Scale AI · 2 hops · $105.6MBroadcom → Amazon (Annapurna Labs) → Scale AI
- Valens Semiconductor · 3 hops · $28.3MBroadcom → Furukawa Electric → TSMC → Valens Semiconductor
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 15
- TSMCTaiwanCHOKEPOINT
- SynopsysUnited StatesDOMESTIC
- Cadence Design SystemsUnited StatesDOMESTIC
- Siemens EDAGermanyALLIED
- Arm HoldingsUnited KingdomALLIED
- Win SemiconductorsTaiwanCHOKEPOINT
- SK hynixSouth KoreaALLIED
- Micron TechnologyUnited StatesDOMESTIC
- ASE TechnologyTaiwanCHOKEPOINT
- Amkor TechnologyUnited StatesDOMESTIC
- InnoLight TechnologyChinaHostileADVERSARY
- Eoptolink TechnologyChinaADVERSARY
- CoherentUnited StatesDOMESTIC
- Applied OptoelectronicsUnited StatesDOMESTIC
- IQEUnited KingdomALLIED
Key Customers · downstream · 7
- Alphabet (Google)United StatesDOMESTIC
- Meta PlatformsUnited StatesDOMESTIC
- AppleUnited StatesDOMESTIC
- Hon Hai (Foxconn)TaiwanCHOKEPOINT
- Quanta ComputerTaiwanCHOKEPOINT
- Arista NetworksUnited StatesDOMESTIC
- OpenAIUnited StatesDOMESTIC