ENTITY · sumitomo_metal_mining
Sumitomo Metal Mining5713
Japan·packaging materials·major·$14.3B mkt cap
Materials maker supplying bonding wire, plating, and target metals.
CLEAR · 0–39
35/100 illustrative
Underwriting Thesis
CLEAR — Sumitomo Metal Mining: sole-source / single-point-of-failure dominance compounded by criticality to DoD-exposed downstream programs in packaging materials. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration18
Sole-Source Dependence71
Sanctions Exposure0
Downstream Criticality60
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Segments
packaging materialssputtering targets
Shortest paths → DoD-exposed firms
- GlobalFoundries · 1 hop · $1.05BSumitomo Metal Mining → GlobalFoundries
- Marvell Technology · 2 hops · $184.3MSumitomo Metal Mining → ASE Technology → Marvell Technology
- Valens Semiconductor · 2 hops · $28.3MSumitomo Metal Mining → ASE Technology → Valens Semiconductor
- Scale AI · 3 hops · $105.6MSumitomo Metal Mining → ASE Technology → NVIDIA → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 0
No mapped upstream suppliers.
Key Customers · downstream · 9
- ASE TechnologyTaiwanCHOKEPOINT
- Amkor TechnologyUnited StatesDOMESTIC
- TSMCTaiwanCHOKEPOINT
- Samsung ElectronicsSouth KoreaALLIED
- IntelUnited StatesDOMESTIC
- SK hynixSouth KoreaALLIED
- Micron TechnologyUnited StatesDOMESTIC
- SMICChinaHostileADVERSARY
- GlobalFoundriesUnited StatesDOMESTIC