ENTITY · rohm
ROHM6963
Japan·idm·major·$13.2B mkt cap
Japanese power and analog IDM; early mover in SiC devices.
CLEAR · 0–39
19/100 illustrative
Underwriting Thesis
CLEAR — ROHM: sole-source / single-point-of-failure dominance in idm. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration18
Sole-Source Dependence48
Sanctions Exposure0
Downstream Criticality9
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Segments
idmpower
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 0
No mapped upstream suppliers.
Key Customers · downstream · 2
- TeslaUnited StatesDOMESTIC
- Robert BoschGermanyALLIED