ENTITY · polar_semi
Polar Semiconductor
United States·foundry services·niche
US specialty analog and power semiconductor foundry.
CLEAR · 0–39
26/100 illustrative
Underwriting Thesis
CLEAR — Polar Semiconductor: criticality to DoD-exposed downstream programs compounded by sole-source / single-point-of-failure dominance in foundry services. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration3
Sole-Source Dependence54
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
foundry servicespower
Shortest paths → DoD-exposed firms
- Scale AI · 2 hops · $105.6MPolar Semiconductor → NVIDIA → Scale AI
- GlobalFoundries · 3 hops · $1.05BPolar Semiconductor → Broadcom → Furukawa Electric → GlobalFoundries
- Marvell Technology · 3 hops · $184.3MPolar Semiconductor → Broadcom → InnoLight Technology → Marvell Technology
- Valens Semiconductor · 4 hops · $28.3MPolar Semiconductor → Broadcom → Furukawa Electric → TSMC → Valens Semiconductor
Possible substitutes · same commodity buckets