ENTITY · liteon
Lite-On Technology2301
Taiwan·power thermal·major·$15.1B mkt cap
Power supplies and optoelectronics for servers and electronics.
WATCH · 40–69
49/100 illustrative
Underwriting Thesis
WATCH — Lite-On Technology: concentrated foreign-origin supply compounded by sole-source / single-point-of-failure dominance in power thermal. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration75
Sole-Source Dependence67
Sanctions Exposure0
Downstream Criticality50
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 · 2 hops · $105.6MLite-On Technology → Amazon (Annapurna Labs) → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 0
No mapped upstream suppliers.
Key Customers · downstream · 7
- Amazon (Annapurna Labs)United StatesDOMESTIC
- MicrosoftUnited StatesDOMESTIC
- Alphabet (Google)United StatesDOMESTIC
- Meta PlatformsUnited StatesDOMESTIC
- OracleUnited StatesDOMESTIC
- EquinixUnited StatesDOMESTIC
- Digital RealtyUnited StatesDOMESTIC