COMPARE

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

Firm AFirm B

DEGRADED

United States · pure play

Score

WATCH — GlobalFoundries: criticality to DoD-exposed downstream programs compounded by sole-source / single-point-of-failure dominance in pure play. A chokepoint underwriting concern at this tier.

Foreign-Origin Concentration47

Sole-Source Dependence74

Sanctions Exposure0

Downstream Criticality100

Sanctioned: No

DoD: $1.05B

Suppliers: 16

Customers: 11

CRITICAL

TSMC

Taiwan · pure play

Score

CRITICAL — direct supplier sanctioned: AMEC (Advanced Micro-Fabrication) [BIS-EntityList, NDAA-1260H]. A sanctioned node in the immediate supply path is a binary procurement risk that overrides all favorable factors.

Foreign-Origin Concentration64

Sole-Source Dependence86

Sanctions Exposure85

Downstream Criticality60

Sanctioned: No

DoD: —

Suppliers: 61

Customers: 12

Shared counterparties

Shared suppliers (16)

Shin-Etsu Chemical SUMCO GlobalWafers Siltronic JSR Tokyo Ohka Kogyo Air Liquide Linde Air Products ASML Applied Materials Lam Research Tokyo Electron KLA ASM International SCREEN Holdings

Shared customers (6)

Qualcomm NVIDIA AMD Broadcom Apple MediaTek

+17

Δ Foreign-Origin

+12

Δ Sole-Source

+85

Δ Sanctions

-40

Δ Downstream