ENTITY · yageo
Yageo2327
Taiwan·passives·leader·$70.2B mkt cap
World's top chip-resistor maker and a leading MLCC supplier.
WATCH · 40–69
51/100 illustrative
Underwriting Thesis
WATCH — Yageo: concentrated foreign-origin supply compounded by sole-source / single-point-of-failure dominance in passives. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration75
Sole-Source Dependence65
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 · $105.6MYageo → Samsung Electronics → NVIDIA → Scale AI
- GlobalFoundries · 4 hops · $1.05BYageo → Samsung Electronics → Broadcom → Furukawa Electric → GlobalFoundries
- Marvell Technology · 4 hops · $184.3MYageo → Samsung Electronics → Broadcom → InnoLight Technology → Marvell Technology
- Valens Semiconductor · 5 hops · $28.3MYageo → 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 · 3
- AppleUnited StatesDOMESTIC
- Samsung ElectronicsSouth KoreaALLIED
- Hon Hai (Foxconn)TaiwanCHOKEPOINT