ENTITY · psk
PSK Inc319660
South Korea·etch·niche·$3.1B mkt cap
Korean dry-strip and etch equipment maker.
CLEAR · 0–39
31/100 illustrative
Underwriting Thesis
CLEAR — PSK Inc: criticality to DoD-exposed downstream programs compounded by sole-source / single-point-of-failure dominance in etch. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration18
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
etchcleaning
Shortest paths → DoD-exposed firms
- GlobalFoundries · 1 hop · $1.05BPSK Inc → GlobalFoundries
- Marvell Technology · 2 hops · $184.3MPSK Inc → TSMC → Marvell Technology
- Valens Semiconductor · 2 hops · $28.3MPSK Inc → TSMC → Valens Semiconductor
- Scale AI · 3 hops · $105.6MPSK Inc → Samsung Electronics → NVIDIA → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 0
No mapped upstream suppliers.
Key Customers · downstream · 7
- Samsung ElectronicsSouth KoreaALLIED
- SK hynixSouth KoreaALLIED
- TSMCTaiwanCHOKEPOINT
- IntelUnited StatesDOMESTIC
- Micron TechnologyUnited StatesDOMESTIC
- SMICChinaHostileADVERSARY
- GlobalFoundriesUnited StatesDOMESTIC