COMPARE
Side-by-side factor and exposure compare for substitution diligence.
32
Score
CLEAR — Meta Platforms: concentrated foreign-origin supply compounded by sanctions exposure in its immediate supply path in custom silicon. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration56
Sole-Source Dependence17
Sanctions Exposure45
Downstream Criticality0
Sanctioned: No
DoD: —
Suppliers: 10
Customers: 0
50
Score
WATCH — Microsoft: sole-source / single-point-of-failure dominance compounded by concentrated foreign-origin supply in custom silicon. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration54
Sole-Source Dependence59
Sanctions Exposure45
Downstream Criticality38
Sanctioned: No
DoD: —
Suppliers: 19
Customers: 1
Shared counterparties
Shared suppliers (9)
Shared customers (0)
None
-2
Δ Foreign-Origin
+42
Δ Sole-Source
0
Δ Sanctions
+38
Δ Downstream