ENTITY · unimicron
Unimicron3037
Taiwan·substrates·leader·$48.1B mkt cap
Largest Taiwanese ABF substrate maker serving major fabless customers.
WATCH · 40–69
51/100 illustrative
Underwriting Thesis
WATCH — Unimicron: sole-source / single-point-of-failure dominance compounded by concentrated foreign-origin supply in substrates. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration60
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 · $1.05BUnimicron → GlobalFoundries
- Marvell Technology · 2 hops · $184.3MUnimicron → TSMC → Marvell Technology
- Scale AI · 2 hops · $105.6MUnimicron → NVIDIA → Scale AI
- Valens Semiconductor · 2 hops · $28.3MUnimicron → TSMC → Valens Semiconductor
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 1
- AjinomotoJapanALLIED
Key Customers · downstream · 10
- NVIDIAUnited StatesDOMESTIC
- AMDUnited StatesDOMESTIC
- MediaTekTaiwanCHOKEPOINT
- TSMCTaiwanCHOKEPOINT
- Samsung ElectronicsSouth KoreaALLIED
- IntelUnited StatesDOMESTIC
- SK hynixSouth KoreaALLIED
- Micron TechnologyUnited StatesDOMESTIC
- SMICChinaHostileADVERSARY
- GlobalFoundriesUnited StatesDOMESTIC