COMPARE

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

Firm AFirm B

DEGRADED

United States · dram

Score

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

Foreign-Origin Concentration48

Sole-Source Dependence73

Sanctions Exposure0

Downstream Criticality60

Sanctioned: No

DoD: —

Suppliers: 22

Customers: 10

DEGRADED

SK hynix

South Korea · dram

Score

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

Foreign-Origin Concentration46

Sole-Source Dependence85

Sanctions Exposure0

Downstream Criticality60

Sanctioned: No

DoD: —

Suppliers: 45

Customers: 10

Shared counterparties

Shared suppliers (19)

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 Kokusai Electric Hanmi Semiconductor Rambus

Shared customers (10)

NVIDIA AMD Broadcom Alphabet (Google)Amazon (Annapurna Labs)Microsoft Dell Technologies Hewlett Packard Enterprise Super Micro Computer Apple

-2

Δ Foreign-Origin

+12

Δ Sole-Source

Δ Sanctions

Δ Downstream