ENTITY · transcend
Transcend Information2451
Taiwan·modules·niche·$4.2B mkt cap
Memory module, flash, and embedded storage maker.
WATCH · 40–69
45/100 illustrative
Underwriting Thesis
WATCH — Transcend Information: concentrated foreign-origin supply compounded by criticality to DoD-exposed downstream programs in modules. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration75
Sole-Source Dependence45
Sanctions Exposure0
Downstream Criticality57
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
- Scale AI · 3 hops · $105.6MTranscend Information → Dell Technologies → CoreWeave → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 1
- Phison ElectronicsTaiwanCHOKEPOINT
Key Customers · downstream · 4
- Dell TechnologiesUnited StatesDOMESTIC
- Hewlett Packard EnterpriseUnited StatesDOMESTIC
- Super Micro ComputerUnited StatesDOMESTIC
- AppleUnited StatesDOMESTIC