COMPARE
Side-by-side factor and exposure compare for substitution diligence.
35
Score
CLEAR — SiPearl: concentrated foreign-origin supply compounded by sanctions exposure in its immediate supply path in cpu. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration65
Sole-Source Dependence17
Sanctions Exposure45
Downstream Criticality0
Sanctioned: No
DoD: —
Suppliers: 2
Customers: 0
57
Score
WATCH — Semidynamics: concentrated foreign-origin supply compounded by criticality to DoD-exposed downstream programs in ip licensing. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration65
Sole-Source Dependence55
Sanctions Exposure45
Downstream Criticality60
Sanctioned: No
DoD: —
Suppliers: 2
Customers: 8
Shared counterparties
Shared suppliers (2)
Shared customers (0)
None
0
Δ Foreign-Origin
+38
Δ Sole-Source
0
Δ Sanctions
+60
Δ Downstream