COMPARE
Side-by-side factor and exposure compare for substitution diligence.
53
Score
WATCH — Silicon Motion: sole-source / single-point-of-failure dominance compounded by concentrated foreign-origin supply in controllers. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration75
Sole-Source Dependence76
Sanctions Exposure0
Downstream Criticality57
Sanctioned: No
DoD: —
Suppliers: 0
Customers: 6
32
Score
CLEAR — SMART Modular Technologies: sole-source / single-point-of-failure dominance compounded by criticality to DoD-exposed downstream programs in modules. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration18
Sole-Source Dependence59
Sanctions Exposure0
Downstream Criticality57
Sanctioned: No
DoD: —
Suppliers: 3
Customers: 4
Shared counterparties
Shared suppliers (0)
None
Shared customers (4)
-57
Δ Foreign-Origin
-17
Δ Sole-Source
0
Δ Sanctions
0
Δ Downstream