ENTITY · smee
Deal-Killer · Procurement Veto
Shanghai Micro Electronics (SMEE) is itself sanctioned (BIS-EntityList).Shanghai Micro Electronics (SMEE)
China·lithography·challenger
China's domestic lithography scanner developer.
CRITICAL · 70–100
82/100 illustrative
Underwriting Thesis
CRITICAL — Shanghai Micro Electronics (SMEE) is itself sanctioned (BIS-EntityList). A sanctioned node in the immediate supply path is a binary procurement risk that overrides all favorable factors.
Factor Breakdown
Foreign-Origin Concentration100
Sole-Source Dependence58
Sanctions Exposure100
Downstream Criticality60
Sanctions Exposure
BIS-EntityList
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Shortest paths → DoD-exposed firms
- GlobalFoundries · 1 hop · $1.05BShanghai Micro Electronics (SMEE) → GlobalFoundries
- Marvell Technology · 2 hops · $184.3MShanghai Micro Electronics (SMEE) → TSMC → Marvell Technology
- Valens Semiconductor · 2 hops · $28.3MShanghai Micro Electronics (SMEE) → TSMC → Valens Semiconductor
- Scale AI · 3 hops · $105.6MShanghai Micro Electronics (SMEE) → SMIC → NVIDIA → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 0
No mapped upstream suppliers.
Key Customers · downstream · 8
- SMICChinaHostileADVERSARY
- ADVERSARY
- TSMCTaiwanCHOKEPOINT
- Samsung ElectronicsSouth KoreaALLIED
- IntelUnited StatesDOMESTIC
- SK hynixSouth KoreaALLIED
- Micron TechnologyUnited StatesDOMESTIC
- GlobalFoundriesUnited StatesDOMESTIC