COMPARE
Side-by-side factor and exposure compare for substitution diligence.
47
Score
WATCH — ADATA Technology: concentrated foreign-origin supply compounded by sole-source / single-point-of-failure dominance in modules. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration68
Sole-Source Dependence59
Sanctions Exposure0
Downstream Criticality57
Sanctioned: No
DoD: —
Suppliers: 3
Customers: 4
32
Score
CLEAR — SanDisk: sole-source / single-point-of-failure dominance compounded by criticality to DoD-exposed downstream programs in nand. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration18
Sole-Source Dependence62
Sanctions Exposure0
Downstream Criticality57
Sanctioned: No
DoD: —
Suppliers: 1
Customers: 5
Shared counterparties
Shared suppliers (1)
Shared customers (4)
-50
Δ Foreign-Origin
+3
Δ Sole-Source
0
Δ Sanctions
0
Δ Downstream