COMPARE
Side-by-side factor and exposure compare for substitution diligence.
42
Score
WATCH — Valens Semiconductor: concentrated foreign-origin supply compounded by sanctions exposure in its immediate supply path in networking silicon. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration65
Sole-Source Dependence17
Sanctions Exposure45
Downstream Criticality37
Sanctioned: No
DoD: $28.3M
Suppliers: 2
Customers: 0
48
Score
WATCH — Credo Technology: concentrated foreign-origin supply compounded by sanctions exposure in its immediate supply path in networking silicon. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration65
Sole-Source Dependence37
Sanctions Exposure45
Downstream Criticality41
Sanctioned: No
DoD: —
Suppliers: 2
Customers: 2
Shared counterparties
Shared suppliers (2)
Shared customers (0)
None
0
Δ Foreign-Origin
+20
Δ Sole-Source
0
Δ Sanctions
+4
Δ Downstream