ENTITY · faraday
Faraday Technology3035
Taiwan·ip licensing·major·$1.7B mkt cap
Taiwanese ASIC design-service and silicon IP provider.
WATCH · 40–69
64/100 illustrative
Underwriting Thesis
WATCH — Faraday Technology: concentrated foreign-origin supply compounded by sole-source / single-point-of-failure dominance in ip licensing. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration75
Sole-Source Dependence72
Sanctions Exposure45
Downstream Criticality60
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Segments
ip licensingcustom silicon
Shortest paths → DoD-exposed firms
- Scale AI · 2 hops · $105.6MFaraday Technology → Amazon (Annapurna Labs) → Scale AI
- GlobalFoundries · 3 hops · $1.05BFaraday Technology → Broadcom → Furukawa Electric → GlobalFoundries
- Marvell Technology · 3 hops · $184.3MFaraday Technology → Broadcom → InnoLight Technology → Marvell Technology
- Valens Semiconductor · 4 hops · $28.3MFaraday Technology → Broadcom → Furukawa Electric → TSMC → Valens Semiconductor
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 3
- CHOKEPOINT
- TSMCTaiwanCHOKEPOINT
- ASE TechnologyTaiwanCHOKEPOINT
Key Customers · downstream · 10
- Amazon (Annapurna Labs)United StatesDOMESTIC
- SocionextJapanALLIED
- NVIDIAUnited StatesDOMESTIC
- AMDUnited StatesDOMESTIC
- QualcommUnited StatesDOMESTIC
- BroadcomUnited StatesDOMESTIC
- AppleUnited StatesDOMESTIC
- MediaTekTaiwanCHOKEPOINT
- IntelUnited StatesDOMESTIC
- Samsung ElectronicsSouth KoreaALLIED