ENTITY · alchip
Alchip Technologies3661
Taiwan·custom silicon·major·$11.3B mkt cap
ASIC design services leader for AI and HPC chips on TSMC processes.
WATCH · 40–69
51/100 illustrative
Underwriting Thesis
WATCH — Alchip Technologies: concentrated foreign-origin supply compounded by sole-source / single-point-of-failure dominance in custom silicon. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration75
Sole-Source Dependence48
Sanctions Exposure45
Downstream Criticality27
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Shortest paths → DoD-exposed firms
- Scale AI · 2 hops · $105.6MAlchip Technologies → Amazon (Annapurna Labs) → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 2
- TSMCTaiwanCHOKEPOINT
- ASE TechnologyTaiwanCHOKEPOINT
Key Customers · downstream · 2
- Amazon (Annapurna Labs)United StatesDOMESTIC
- Alphabet (Google)United StatesDOMESTIC