ENTITY · sophgo
Deal-Killer · Procurement Veto
Sophgo is itself sanctioned (BIS-EntityList).Sophgo
China·gpu ai accelerators·niche
Chinese fabless AI-accelerator/RISC-V chip designer; TSMC halted its shipments in Oct 2024 after a chip it ordered turned up in Huawei's Ascend 910B, and BIS added it to the Entity List in Jan 2025.
WATCH · 40–69
63/100 illustrative
Underwriting Thesis
CRITICAL — Sophgo 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 Dependence26
Sanctions Exposure100
Downstream Criticality5
Sanctions Exposure
BIS-EntityList
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Possible substitutes · same commodity buckets