COMPARE
Side-by-side factor and exposure compare for substitution diligence.
39
Score
CLEAR — Qorvo: criticality to DoD-exposed downstream programs compounded by concentrated foreign-origin supply in rf. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration51
Sole-Source Dependence48
Sanctions Exposure0
Downstream Criticality60
Sanctioned: No
DoD: —
Suppliers: 4
Customers: 2
41
Score
WATCH — Airoha Technology: concentrated foreign-origin supply compounded by sanctions exposure in its immediate supply path in edge iot soc. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration75
Sole-Source Dependence30
Sanctions Exposure45
Downstream Criticality0
Sanctioned: No
DoD: —
Suppliers: 2
Customers: 0
Shared counterparties
Shared suppliers (0)
None
Shared customers (0)
None
+24
Δ Foreign-Origin
-18
Δ Sole-Source
+45
Δ Sanctions
-60
Δ Downstream