ENTITY · unisem
Unisem5005
Malaysia·assembly test·major·$1.8B mkt cap
Malaysian OSAT providing chip assembly and test services.
CLEAR · 0–39
34/100 illustrative
Underwriting Thesis
CLEAR — Unisem: sole-source / single-point-of-failure dominance compounded by criticality to DoD-exposed downstream programs in assembly test. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration18
Sole-Source Dependence67
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
- Scale AI · 2 hops · $105.6MUnisem → NVIDIA → Scale AI
- GlobalFoundries · 3 hops · $1.05BUnisem → Broadcom → Furukawa Electric → GlobalFoundries
- Marvell Technology · 3 hops · $184.3MUnisem → Broadcom → InnoLight Technology → Marvell Technology
- Valens Semiconductor · 4 hops · $28.3MUnisem → Broadcom → Furukawa Electric → TSMC → Valens Semiconductor
Possible substitutes · same commodity buckets
Chokepoint Relationships