COMPARE
Side-by-side factor and exposure compare for substitution diligence.
41
Score
WATCH — Airoha Technology: concentrated foreign-origin supply compounded by sanctions exposure in its immediate supply path in edge iot soc. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration75
Sole-Source Dependence30
Sanctions Exposure45
Downstream Criticality0
Sanctioned: No
DoD: —
Suppliers: 2
Customers: 0
34
Score
CLEAR — Ambarella: concentrated foreign-origin supply compounded by sanctions exposure in its immediate supply path in edge iot soc. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration60
Sole-Source Dependence17
Sanctions Exposure45
Downstream Criticality0
Sanctioned: No
DoD: —
Suppliers: 3
Customers: 0
Shared counterparties
Shared suppliers (2)
Shared customers (0)
None
-15
Δ Foreign-Origin
-13
Δ Sole-Source
0
Δ Sanctions
0
Δ Downstream