ENTITY · dupont
DuPontDD
United States·photoresists chemicals·major·$19.3B mkt cap
Broad electronic materials supplier; electronics unit being spun off as Qnity.
CLEAR · 0–39
30/100 illustrative
Underwriting Thesis
CLEAR — DuPont: sole-source / single-point-of-failure dominance compounded by criticality to DoD-exposed downstream programs in photoresists chemicals. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration3
Sole-Source Dependence67
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.
Segments
photoresists chemicalscmp slurries
Shortest paths → DoD-exposed firms
- GlobalFoundries · 1 hop · $1.05BDuPont → GlobalFoundries
- Marvell Technology · 2 hops · $184.3MDuPont → TSMC → Marvell Technology
- Valens Semiconductor · 2 hops · $28.3MDuPont → TSMC → Valens Semiconductor
- Scale AI · 3 hops · $105.6MDuPont → TSMC → NVIDIA → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 0
No mapped upstream suppliers.
Key Customers · downstream · 7
- TSMCTaiwanCHOKEPOINT
- Samsung ElectronicsSouth KoreaALLIED
- IntelUnited StatesDOMESTIC
- SK hynixSouth KoreaALLIED
- Micron TechnologyUnited StatesDOMESTIC
- SMICChinaHostileADVERSARY
- GlobalFoundriesUnited StatesDOMESTIC