COMPARE
Side-by-side factor and exposure compare for substitution diligence.
78
Score
CRITICAL — Yangtze Memory (YMTC) 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 Dependence48
Sanctions Exposure100
Downstream Criticality57
Sanctioned: BIS-EntityList
DoD: —
Suppliers: 0
Customers: 4
32
Score
CLEAR — Solidigm: sole-source / single-point-of-failure dominance compounded by criticality to DoD-exposed downstream programs in nand. A chokepoint underwriting concern at this tier.
Foreign-Origin Concentration18
Sole-Source Dependence59
Sanctions Exposure0
Downstream Criticality57
Sanctioned: No
DoD: —
Suppliers: 1
Customers: 4
Shared counterparties
Shared suppliers (0)
None
Shared customers (4)
-82
Δ Foreign-Origin
+11
Δ Sole-Source
-100
Δ Sanctions
0
Δ Downstream