ENTITY · kioxia
Kioxia Holdings285A
Japan·nand·major
NAND inventor (ex-Toshiba Memory); operates JV fabs with SanDisk.
WATCH · 40–69
46/100 illustrative
Underwriting Thesis
WATCH — Kioxia Holdings: sole-source / single-point-of-failure dominance compounded by concentrated foreign-origin supply in nand. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration60
Sole-Source Dependence67
Sanctions Exposure0
Downstream Criticality57
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 · 3 hops · $105.6MKioxia Holdings → Dell Technologies → CoreWeave → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 1
- CHOKEPOINT
Key Customers · downstream · 6
- Kingston TechnologyUnited StatesDOMESTIC
- ADATA TechnologyTaiwanCHOKEPOINT
- Dell TechnologiesUnited StatesDOMESTIC
- Hewlett Packard EnterpriseUnited StatesDOMESTIC
- Super Micro ComputerUnited StatesDOMESTIC
- AppleUnited StatesDOMESTIC