ENTITY · nanya_pcb
Nan Ya PCB8046
Taiwan·substrates·major·$17.8B mkt cap
Formosa-group package substrate and PCB maker.
WATCH · 40–69
52/100 illustrative
Underwriting Thesis
WATCH — Nan Ya PCB: concentrated foreign-origin supply compounded by sole-source / single-point-of-failure dominance in substrates. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration75
Sole-Source Dependence71
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 · $1.05BNan Ya PCB → GlobalFoundries
- Marvell Technology · 2 hops · $184.3MNan Ya PCB → TSMC → Marvell Technology
- Valens Semiconductor · 2 hops · $28.3MNan Ya PCB → TSMC → Valens Semiconductor
- Scale AI · 3 hops · $105.6MNan Ya PCB → AMD → Microsoft → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 0
No mapped upstream suppliers.
Key Customers · downstream · 9
- AMDUnited StatesDOMESTIC
- MediaTekTaiwanCHOKEPOINT
- TSMCTaiwanCHOKEPOINT
- Samsung ElectronicsSouth KoreaALLIED
- IntelUnited StatesDOMESTIC
- SK hynixSouth KoreaALLIED
- Micron TechnologyUnited StatesDOMESTIC
- SMICChinaHostileADVERSARY
- GlobalFoundriesUnited StatesDOMESTIC