ENTITY · globalwafers
GlobalWafers6488
Taiwan·silicon wafers·major
Third-largest silicon wafer maker; expanding US capacity in Texas.
WATCH · 40–69
52/100 illustrative
Underwriting Thesis
WATCH — GlobalWafers: concentrated foreign-origin supply compounded by sole-source / single-point-of-failure dominance in silicon wafers. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration75
Sole-Source Dependence69
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.
Shortest paths → DoD-exposed firms
- GlobalFoundries · 1 hop · $1.05BGlobalWafers → GlobalFoundries
- Marvell Technology · 2 hops · $184.3MGlobalWafers → TSMC → Marvell Technology
- Valens Semiconductor · 2 hops · $28.3MGlobalWafers → TSMC → Valens Semiconductor
- Scale AI · 3 hops · $105.6MGlobalWafers → TSMC → NVIDIA → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 0
No mapped upstream suppliers.
Key Customers · downstream · 8
- TSMCTaiwanCHOKEPOINT
- Samsung ElectronicsSouth KoreaALLIED
- IntelUnited StatesDOMESTIC
- SK hynixSouth KoreaALLIED
- Micron TechnologyUnited StatesDOMESTIC
- CHOKEPOINT
- GlobalFoundriesUnited StatesDOMESTIC
- SMICChinaHostileADVERSARY