COMPARE

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

Firm AFirm B

CRITICAL

China · networking silicon

Score

CRITICAL — direct suppliers sanctioned: SMIC [BIS-EntityList, NDAA-1260H, NDAA-CMIC], JCET Group [BIS-EntityList]. A sanctioned node in the immediate supply path is a binary procurement risk that overrides all favorable factors.

Foreign-Origin Concentration100

Sole-Source Dependence17

Sanctions Exposure90

Downstream Criticality0

Sanctioned: No

DoD: —

Suppliers: 3

Customers: 0

DEGRADED

Astera Labs

United States · networking silicon

Score

WATCH — Astera Labs: concentrated foreign-origin supply compounded by criticality to DoD-exposed downstream programs in networking silicon. A chokepoint underwriting concern at this tier.

Foreign-Origin Concentration65

Sole-Source Dependence48

Sanctions Exposure45

Downstream Criticality59

Sanctioned: No

DoD: —

Suppliers: 2

Customers: 2

Shared counterparties

Shared suppliers (0)

None

Shared customers (0)

None

-35

Δ Foreign-Origin

+31

Δ Sole-Source

-45

Δ Sanctions

+59

Δ Downstream