ENTITY · ymtc
Deal-Killer · Procurement Veto
Yangtze Memory (YMTC) is itself sanctioned (BIS-EntityList).Yangtze Memory (YMTC)
China·nand·challenger
China's NAND flash champion with Xtacking architecture.
CRITICAL · 70–100
78/100 illustrative
Underwriting Thesis
CRITICAL — Yangtze Memory (YMTC) is itself sanctioned (BIS-EntityList). A sanctioned node in the immediate supply path is a binary procurement risk that overrides all favorable factors.
Factor Breakdown
Foreign-Origin Concentration100
Sole-Source Dependence48
Sanctions Exposure100
Downstream Criticality57
Sanctions Exposure
BIS-EntityList
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Shortest paths → DoD-exposed firms
- Scale AI · 3 hops · $105.6MYangtze Memory (YMTC) → Dell Technologies → CoreWeave → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 0
No mapped upstream suppliers.
Key Customers · downstream · 4
- Dell TechnologiesUnited StatesDOMESTIC
- Hewlett Packard EnterpriseUnited StatesDOMESTIC
- Super Micro ComputerUnited StatesDOMESTIC
- AppleUnited StatesDOMESTIC