ENTITY · iteq
ITEQ6213
Taiwan·substrates·niche·$3.2B mkt cap
Copper-clad laminate and prepreg maker for high-speed PCBs.
WATCH · 40–69
49/100 illustrative
Underwriting Thesis
WATCH — ITEQ: concentrated foreign-origin supply compounded by criticality to DoD-exposed downstream programs in substrates. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration75
Sole-Source Dependence57
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 · $1.05BITEQ → GlobalFoundries
- Marvell Technology · 2 hops · $184.3MITEQ → TSMC → Marvell Technology
- Scale AI · 2 hops · $105.6MITEQ → NVIDIA → Scale AI
- Valens Semiconductor · 2 hops · $28.3MITEQ → TSMC → Valens Semiconductor
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 0
No mapped upstream suppliers.
Key Customers · downstream · 9
- NVIDIAUnited StatesDOMESTIC
- AMDUnited StatesDOMESTIC
- TSMCTaiwanCHOKEPOINT
- Samsung ElectronicsSouth KoreaALLIED
- IntelUnited StatesDOMESTIC
- SK hynixSouth KoreaALLIED
- Micron TechnologyUnited StatesDOMESTIC
- SMICChinaHostileADVERSARY
- GlobalFoundriesUnited StatesDOMESTIC