COMPARE
Side-by-side factor and exposure compare for substitution diligence.
47
Score
WATCH — Lumentum Holdings: sole-source / single-point-of-failure dominance compounded by criticality to DoD-exposed downstream programs in photonics optics. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration18
Sole-Source Dependence75
Sanctions Exposure45
Downstream Criticality60
Sanctioned: No
DoD: —
Suppliers: 4
Customers: 4
38
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 customers (3)
0
Δ Foreign-Origin
-35
Δ Sole-Source
0
Δ Sanctions
-1
Δ Downstream