COMPARE
Side-by-side factor and exposure compare for substitution diligence.
58
Score
CRITICAL — Alibaba Group is itself sanctioned (NDAA-1260H); direct suppliers sanctioned: SMIC [BIS-EntityList, NDAA-1260H, NDAA-CMIC], JCET Group [BIS-EntityList]. A sanctioned node in the immediate supply path is a binary procurement risk that overrides all favorable factors.
Foreign-Origin Concentration85
Sole-Source Dependence30
Sanctions Exposure100
Downstream Criticality0
Sanctioned: NDAA-1260H
DoD: —
Suppliers: 7
Customers: 0
35
Score
CLEAR — MegaChips: concentrated foreign-origin supply compounded by sanctions exposure in its immediate supply path in custom silicon. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration65
Sole-Source Dependence17
Sanctions Exposure45
Downstream Criticality0
Sanctioned: No
DoD: —
Suppliers: 2
Customers: 0
Shared counterparties
Shared suppliers (1)
Shared customers (0)
None
-20
Δ Foreign-Origin
-13
Δ Sole-Source
-55
Δ Sanctions
0
Δ Downstream