COMPARE
Side-by-side factor and exposure compare for substitution diligence.
42
Score
WATCH — Super Micro Computer: sole-source / single-point-of-failure dominance compounded by criticality to DoD-exposed downstream programs in networking systems. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration3
Sole-Source Dependence75
Sanctions Exposure45
Downstream Criticality55
Sanctioned: No
DoD: —
Suppliers: 5
Customers: 7
37
Score
CLEAR — Ciena: criticality to DoD-exposed downstream programs compounded by sole-source / single-point-of-failure dominance in networking systems. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration3
Sole-Source Dependence54
Sanctions Exposure45
Downstream Criticality59
Sanctioned: No
DoD: —
Suppliers: 4
Customers: 3
Shared counterparties
Shared suppliers (2)
Shared customers (0)
None
0
Δ Foreign-Origin
-21
Δ Sole-Source
0
Δ Sanctions
+4
Δ Downstream