COMPARE
Side-by-side factor and exposure compare for substitution diligence.
63
Score
CRITICAL — Sophgo is itself sanctioned (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 Dependence26
Sanctions Exposure100
Downstream Criticality5
Sanctioned: BIS-EntityList
DoD: —
Suppliers: 1
Customers: 1
35
Score
CLEAR — Esperanto Technologies: concentrated foreign-origin supply compounded by sanctions exposure in its immediate supply path in gpu ai accelerators. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration65
Sole-Source Dependence17
Sanctions Exposure45
Downstream Criticality0
Sanctioned: No
DoD: —
Suppliers: 2
Customers: 0
Shared counterparties
Shared suppliers (1)
Shared customers (0)
None
-35
Δ Foreign-Origin
-9
Δ Sole-Source
-55
Δ Sanctions
-5
Δ Downstream