QualcommQCOM

United States·mobile soc·leader·$238.3B mkt cap

Leading smartphone SoC and modem designer, expanding into PC and auto.

WATCH · 40–69

54/100 illustrative

Cascade ›Stress ›Graph ›Compare ›Substitutes ›Compliance brief ›Export cascade

Underwriting Thesis

CRITICAL — direct supplier sanctioned: JCET Group [BIS-EntityList]. A sanctioned node in the immediate supply path is a binary procurement risk that overrides all favorable factors.

Factor Breakdown

Foreign-Origin Concentration74

Sole-Source Dependence41

Sanctions Exposure85

Downstream Criticality0

Sanctions Exposure

Entity not present on tracked screening lists (CSL).

DoD Exposure

No matched DoD semiconductor awards (USASpending) for this entity.

Segments

mobile socnetworking silicon

Possible substitutes · same commodity buckets

All ›

Chokepoint Relationships

Key Suppliers · upstream · 13

TSMCTaiwan
CHOKEPOINT
Samsung ElectronicsSouth Korea
ALLIED
Samsung Electro-MechanicsSouth Korea
ALLIED
SynopsysUnited States
DOMESTIC
Cadence Design SystemsUnited States
DOMESTIC
Siemens EDAGermany
ALLIED
Arm HoldingsUnited Kingdom
ALLIED
United Microelectronics (UMC)Taiwan
CHOKEPOINT
GlobalFoundriesUnited States
DOMESTIC
Win SemiconductorsTaiwan
CHOKEPOINT
ASE TechnologyTaiwan
CHOKEPOINT
Amkor TechnologyUnited States
DOMESTIC
JCET GroupChina
HostileADVERSARY

Key Customers · downstream · 0

No mapped downstream customers.