COMPARE
Side-by-side factor and exposure compare for substitution diligence.
57
Score
WATCH — National Silicon Industry Group: concentrated foreign-origin supply compounded by criticality to DoD-exposed downstream programs in silicon wafers. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration100
Sole-Source Dependence58
Sanctions Exposure0
Downstream Criticality60
Sanctioned: No
DoD: —
Suppliers: 0
Customers: 8
32
Score
CLEAR — Wolfspeed: sole-source / single-point-of-failure dominance compounded by criticality to DoD-exposed downstream programs in idm. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration18
Sole-Source Dependence60
Sanctions Exposure0
Downstream Criticality60
Sanctioned: No
DoD: —
Suppliers: 1
Customers: 9
Shared counterparties
Shared suppliers (0)
None
Shared customers (7)
-82
Δ Foreign-Origin
+2
Δ Sole-Source
0
Δ Sanctions
0
Δ Downstream