ENTITY · teradyne
TeradyneTER
United States·test equipment·leader·$68.5B mkt cap
One half of the ATE duopoly with Advantest; strong in SoC and analog test.
CLEAR · 0–39
34/100 illustrative
Underwriting Thesis
CLEAR — Teradyne: sole-source / single-point-of-failure dominance compounded by criticality to DoD-exposed downstream programs in test equipment. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration3
Sole-Source Dependence83
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.
Shortest paths → DoD-exposed firms
- GlobalFoundries · 1 hop · $1.05BTeradyne → GlobalFoundries
- Marvell Technology · 2 hops · $184.3MTeradyne → TSMC → Marvell Technology
- Scale AI · 2 hops · $105.6MTeradyne → NVIDIA → Scale AI
- Valens Semiconductor · 2 hops · $28.3MTeradyne → TSMC → Valens Semiconductor
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 0
No mapped upstream suppliers.
Key Customers · downstream · 10
- TSMCTaiwanCHOKEPOINT
- ASE TechnologyTaiwanCHOKEPOINT
- Amkor TechnologyUnited StatesDOMESTIC
- NVIDIAUnited StatesDOMESTIC
- Samsung ElectronicsSouth KoreaALLIED
- IntelUnited StatesDOMESTIC
- SK hynixSouth KoreaALLIED
- Micron TechnologyUnited StatesDOMESTIC
- SMICChinaHostileADVERSARY
- GlobalFoundriesUnited StatesDOMESTIC