ENTITY · moore_threads
Deal-Killer · Procurement Veto
Moore Threads is itself sanctioned (BIS-EntityList); direct suppliers sanctioned: SMIC [BIS-EntityList, NDAA-1260H, NDAA-CMIC], JCET Group [BIS-EntityList].Moore Threads
China·gpu ai accelerators·challenger
Chinese GPU startup targeting graphics and AI compute.
WATCH · 40–69
60/100 illustrative
Underwriting Thesis
CRITICAL — Moore Threads is itself sanctioned (BIS-EntityList); direct suppliers sanctioned: SMIC [BIS-EntityList, NDAA-1260H, NDAA-CMIC], JCET Group [BIS-EntityList]. A sanctioned node in the immediate supply path is a binary procurement risk that overrides all favorable factors.
Factor Breakdown
Foreign-Origin Concentration100
Sole-Source Dependence19
Sanctions Exposure100
Downstream Criticality0
Sanctions Exposure
BIS-EntityList
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 3
- SMICChinaHostileADVERSARY
- ADVERSARY
- JCET GroupChinaHostileADVERSARY
Key Customers · downstream · 0
No mapped downstream customers.