ENTITY · infineon
Infineon TechnologiesIFX
Germany·idm·leader·$122.2B mkt cap
World's top power semiconductor maker; strong in auto and SiC/GaN.
CLEAR · 0–39
39/100 illustrative
Underwriting Thesis
CLEAR — Infineon Technologies: sole-source / single-point-of-failure dominance compounded by criticality to DoD-exposed downstream programs in idm. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration18
Sole-Source Dependence85
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.
Segments
idmpower
Shortest paths → DoD-exposed firms
- GlobalFoundries · 2 hops · $1.05BInfineon Technologies → Nagase & Co. → GlobalFoundries
- Marvell Technology · 3 hops · $184.3MInfineon Technologies → Nagase & Co. → TSMC → Marvell Technology
- Valens Semiconductor · 3 hops · $28.3MInfineon Technologies → Nagase & Co. → TSMC → Valens Semiconductor
- Scale AI · 4 hops · $105.6MInfineon Technologies → WPG Holdings → Hon Hai (Foxconn) → Amazon (Annapurna Labs) → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 1
- AIXTRONGermanyALLIED
Key Customers · downstream · 3
- TeslaUnited StatesDOMESTIC
- Robert BoschGermanyALLIED
- AppleUnited StatesDOMESTIC