ENTITY · nxp
NXP SemiconductorsNXPI
Netherlands·idm·major·$79.1B mkt cap
Automotive and edge processing IDM: MCUs, radar, secure connectivity.
WATCH · 40–69
60/100 illustrative
Underwriting Thesis
WATCH — NXP Semiconductors: sole-source / single-point-of-failure dominance compounded by concentrated foreign-origin supply in idm. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration60
Sole-Source Dependence74
Sanctions Exposure45
Downstream Criticality60
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Segments
idmanalog mixed signal
Shortest paths → DoD-exposed firms
- GlobalFoundries · 2 hops · $1.05BNXP Semiconductors → Nagase & Co. → GlobalFoundries
- Marvell Technology · 3 hops · $184.3MNXP Semiconductors → Nagase & Co. → TSMC → Marvell Technology
- Valens Semiconductor · 3 hops · $28.3MNXP Semiconductors → Nagase & Co. → TSMC → Valens Semiconductor
- Scale AI · 4 hops · $105.6MNXP Semiconductors → WPG Holdings → Hon Hai (Foxconn) → Amazon (Annapurna Labs) → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 3
- TSMCTaiwanCHOKEPOINT
- CHOKEPOINT
- GlobalFoundriesUnited StatesDOMESTIC
Key Customers · downstream · 3
- AppleUnited StatesDOMESTIC
- TeslaUnited StatesDOMESTIC
- Robert BoschGermanyALLIED