ENTITY · gigabyte
Gigabyte Technology2376
Taiwan·systems odm·major·$7.3B mkt cap
Server, GPU, and motherboard maker for AI and data centers.
WATCH · 40–69
52/100 illustrative
Underwriting Thesis
WATCH — Gigabyte Technology: sole-source / single-point-of-failure dominance compounded by concentrated foreign-origin supply in systems odm. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration53
Sole-Source Dependence62
Sanctions Exposure45
Downstream Criticality45
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 · 2 hops · $105.6MGigabyte Technology → Amazon (Annapurna Labs) → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 3
Key Customers · downstream · 5
- Amazon (Annapurna Labs)United StatesDOMESTIC
- MicrosoftUnited StatesDOMESTIC
- Alphabet (Google)United StatesDOMESTIC
- Meta PlatformsUnited StatesDOMESTIC
- OracleUnited StatesDOMESTIC