ENTITY · guc
Global Unichip (GUC)3443
Taiwan·custom silicon·major·$20.6B mkt cap
TSMC-affiliated ASIC design services company for advanced nodes.
WATCH · 40–69
54/100 illustrative
Underwriting Thesis
WATCH — Global Unichip (GUC): concentrated foreign-origin supply compounded by sole-source / single-point-of-failure dominance in custom silicon. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration75
Sole-Source Dependence48
Sanctions Exposure45
Downstream Criticality41
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 · $105.6MGlobal Unichip (GUC) → Amazon (Annapurna Labs) → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 2
- TSMCTaiwanCHOKEPOINT
- ASE TechnologyTaiwanCHOKEPOINT
Key Customers · downstream · 2
- Amazon (Annapurna Labs)United StatesDOMESTIC
- MicrosoftUnited StatesDOMESTIC