ENTITY · hisilicon
Deal-Killer · Procurement Veto
HiSilicon is itself sanctioned (BIS-EntityList, OWNERSHIP-AGG(via Huawei)); direct suppliers sanctioned: SMIC [BIS-EntityList, NDAA-1260H, NDAA-CMIC], JCET Group [BIS-EntityList].HiSilicon
China·mobile soc·major
Huawei's chip design arm: Kirin SoCs and Ascend AI accelerators.
WATCH · 40–69
63/100 illustrative
Underwriting Thesis
CRITICAL — HiSilicon is itself sanctioned (BIS-EntityList, OWNERSHIP-AGG(via Huawei)); direct suppliers sanctioned: SMIC [BIS-EntityList, NDAA-1260H, NDAA-CMIC], JCET Group [BIS-EntityList]. A sanctioned node in the immediate supply path is a binary procurement risk that overrides all favorable factors.
Factor Breakdown
Foreign-Origin Concentration100
Sole-Source Dependence30
Sanctions Exposure100
Downstream Criticality0
Sanctions Exposure
BIS-EntityListOWNERSHIP-AGG(via Huawei)
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Segments
mobile socgpu ai accelerators
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 3
- SMICChinaHostileADVERSARY
- ADVERSARY
- JCET GroupChinaHostileADVERSARY
Key Customers · downstream · 0
No mapped downstream customers.