COMPARE
Side-by-side factor and exposure compare for substitution diligence.
38
Score
CLEAR — Arm Holdings: sole-source / single-point-of-failure dominance compounded by criticality to DoD-exposed downstream programs in ip licensing. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration18
Sole-Source Dependence83
Sanctions Exposure0
Downstream Criticality60
Sanctioned: No
DoD: —
Suppliers: 0
Customers: 10
6
Score
CLEAR — Silvaco Group, Inc. shows no material chokepoint exposure in eda software; low foreign, sole-source, sanctions, and downstream risk.
Foreign-Origin Concentration3
Sole-Source Dependence19
Sanctions Exposure0
Downstream Criticality0
Sanctioned: No
DoD: —
Suppliers: 0
Customers: 0
Shared counterparties
Shared suppliers (0)
None
Shared customers (0)
None
-15
Δ Foreign-Origin
-64
Δ Sole-Source
0
Δ Sanctions
-60
Δ Downstream