ENTITY · knowles
KnowlesKN
United States·analog mixed signal·major·$3.5B mkt cap
MEMS microphones and acoustic and capacitor components.
CLEAR · 0–39
25/100 illustrative
Underwriting Thesis
CLEAR — Knowles: criticality to DoD-exposed downstream programs compounded by sole-source / single-point-of-failure dominance in analog mixed signal. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration3
Sole-Source Dependence48
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
analog mixed signalpassives
Shortest paths → DoD-exposed firms
- Scale AI · 3 hops · $105.6MKnowles → Samsung Electronics → NVIDIA → Scale AI
- GlobalFoundries · 4 hops · $1.05BKnowles → Samsung Electronics → Broadcom → Furukawa Electric → GlobalFoundries
- Marvell Technology · 4 hops · $184.3MKnowles → Samsung Electronics → Broadcom → InnoLight Technology → Marvell Technology
- Valens Semiconductor · 5 hops · $28.3MKnowles → Samsung Electronics → Broadcom → Furukawa Electric → TSMC → Valens Semiconductor
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 0
No mapped upstream suppliers.
Key Customers · downstream · 2
- AppleUnited StatesDOMESTIC
- Samsung ElectronicsSouth KoreaALLIED