COMPARE

Side-by-side factor and exposure compare for substitution diligence.

Firm AFirm B

DEGRADED

China · photonics optics

Score

WATCH — Eoptolink Technology: concentrated foreign-origin supply compounded by criticality to DoD-exposed downstream programs in photonics optics. A chokepoint underwriting concern at this tier.

Foreign-Origin Concentration70

Sole-Source Dependence59

Sanctions Exposure45

Downstream Criticality60

Sanctioned: No

DoD: —

Suppliers: 3

Customers: 4

NOMINAL

POET Technologies

Canada · photonics optics

Score

CLEAR — POET Technologies: criticality to DoD-exposed downstream programs compounded by sanctions exposure in its immediate supply path in photonics optics. A chokepoint underwriting concern at this tier.

Foreign-Origin Concentration18

Sole-Source Dependence40

Sanctions Exposure45

Downstream Criticality59

Sanctioned: No

DoD: —

Suppliers: 3

Customers: 3

Shared counterparties

Shared suppliers (3)

Coherent Lumentum Holdings Broadcom

Shared customers (3)

NVIDIA Arista Networks Cisco Systems

-52

Δ Foreign-Origin

-19

Δ Sole-Source

Δ Sanctions

-1

Δ Downstream