ENTITY · silan
Silan Microelectronics600460
China·idm·major·$10.3B mkt cap
Chinese power and analog integrated device manufacturer.
WATCH · 40–69
49/100 illustrative
Underwriting Thesis
WATCH — Silan Microelectronics: concentrated foreign-origin supply compounded by sanctions exposure in its immediate supply path in idm. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration100
Sole-Source Dependence30
Sanctions Exposure45
Downstream Criticality0
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Segments
idmpoweranalog mixed signal
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 1
- ADVERSARY
Key Customers · downstream · 0
No mapped downstream customers.