ENTITY · win_semi
Win Semiconductors3105
Taiwan·pure play·leader·$7.1B mkt cap
World's largest GaAs RF foundry.
WATCH · 40–69
55/100 illustrative
Underwriting Thesis
WATCH — Win Semiconductors: sole-source / single-point-of-failure dominance compounded by concentrated foreign-origin supply in pure play. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration75
Sole-Source Dependence80
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.
Segments
pure playrf
Shortest paths → DoD-exposed firms
- Scale AI · 2 hops · $105.6MWin Semiconductors → NVIDIA → Scale AI
- GlobalFoundries · 3 hops · $1.05BWin Semiconductors → Broadcom → Furukawa Electric → GlobalFoundries
- Marvell Technology · 3 hops · $184.3MWin Semiconductors → Broadcom → InnoLight Technology → Marvell Technology
- Valens Semiconductor · 4 hops · $28.3MWin Semiconductors → Broadcom → Furukawa Electric → TSMC → Valens Semiconductor
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 0
No mapped upstream suppliers.