ENTITY · powertech
Powertech Technology (PTI)6239
Taiwan·assembly test·major·$8.5B mkt cap
Memory-focused OSAT leader in Taiwan.
WATCH · 40–69
45/100 illustrative
Underwriting Thesis
WATCH — Powertech Technology (PTI): sole-source / single-point-of-failure dominance compounded by criticality to DoD-exposed downstream programs in assembly test. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration52
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
- Scale AI · 2 hops · $105.6MPowertech Technology (PTI) → NVIDIA → Scale AI
- GlobalFoundries · 3 hops · $1.05BPowertech Technology (PTI) → Broadcom → Furukawa Electric → GlobalFoundries
- Marvell Technology · 3 hops · $184.3MPowertech Technology (PTI) → Broadcom → InnoLight Technology → Marvell Technology
- Valens Semiconductor · 4 hops · $28.3MPowertech Technology (PTI) → Broadcom → Furukawa Electric → TSMC → Valens Semiconductor
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 8
- Mitsui High-tecJapanALLIED
- Chang Wah TechnologyTaiwanCHOKEPOINT
- ALLIED
- ASMPTSingaporeALLIED
- Kulicke & SoffaSingaporeALLIED
- TOWAJapanALLIED
- SUSS MicroTecGermanyALLIED
- CohuUnited StatesDOMESTIC
Key Customers · downstream · 9
- Micron TechnologyUnited StatesDOMESTIC
- Kioxia HoldingsJapanALLIED
- Novatek MicroelectronicsTaiwanCHOKEPOINT
- NVIDIAUnited StatesDOMESTIC
- AMDUnited StatesDOMESTIC
- QualcommUnited StatesDOMESTIC
- BroadcomUnited StatesDOMESTIC
- AppleUnited StatesDOMESTIC
- MediaTekTaiwanCHOKEPOINT