ENTITY · walsin
Walsin Technology2492
Taiwan·passives·major·$8.6B mkt cap
Major MLCC and chip-resistor manufacturer.
WATCH · 40–69
47/100 illustrative
Underwriting Thesis
WATCH — Walsin Technology: concentrated foreign-origin supply compounded by criticality to DoD-exposed downstream programs in passives. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration75
Sole-Source Dependence48
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 · 3 hops · $105.6MWalsin Technology → Hon Hai (Foxconn) → Amazon (Annapurna Labs) → Scale AI
- GlobalFoundries · 4 hops · $1.05BWalsin Technology → Samsung Electronics → Broadcom → Furukawa Electric → GlobalFoundries
- Marvell Technology · 4 hops · $184.3MWalsin Technology → Samsung Electronics → Broadcom → InnoLight Technology → Marvell Technology
- Valens Semiconductor · 5 hops · $28.3MWalsin Technology → Samsung Electronics → Broadcom → Furukawa Electric → TSMC → Valens Semiconductor
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 0
No mapped upstream suppliers.
Key Customers · downstream · 2
- Hon Hai (Foxconn)TaiwanCHOKEPOINT
- Samsung ElectronicsSouth KoreaALLIED