COMPARE
Side-by-side factor and exposure compare for substitution diligence.
29
Score
CLEAR — Taiyo Yuden: criticality to DoD-exposed downstream programs compounded by sole-source / single-point-of-failure dominance in passives. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration18
Sole-Source Dependence48
Sanctions Exposure0
Downstream Criticality60
Sanctioned: No
DoD: —
Suppliers: 0
Customers: 2
51
Score
WATCH — Yageo: concentrated foreign-origin supply compounded by sole-source / single-point-of-failure dominance in passives. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration75
Sole-Source Dependence65
Sanctions Exposure0
Downstream Criticality60
Sanctioned: No
DoD: —
Suppliers: 0
Customers: 3
Shared counterparties
Shared suppliers (0)
None
Shared customers (2)
+57
Δ Foreign-Origin
+17
Δ Sole-Source
0
Δ Sanctions
0
Δ Downstream