COMPARE
Side-by-side factor and exposure compare for substitution diligence.
46
Score
WATCH — Kioxia Holdings: sole-source / single-point-of-failure dominance compounded by concentrated foreign-origin supply in nand. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration60
Sole-Source Dependence67
Sanctions Exposure0
Downstream Criticality57
Sanctioned: No
DoD: —
Suppliers: 1
Customers: 6
24
Score
CLEAR — Everspin Technologies: criticality to DoD-exposed downstream programs compounded by sole-source / single-point-of-failure dominance in emerging memory. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration3
Sole-Source Dependence45
Sanctions Exposure0
Downstream Criticality57
Sanctioned: No
DoD: —
Suppliers: 0
Customers: 4
Shared counterparties
Shared suppliers (0)
None
Shared customers (4)
-57
Δ Foreign-Origin
-22
Δ Sole-Source
0
Δ Sanctions
0
Δ Downstream