ENTITY · amec
Deal-Killer · Procurement Veto
AMEC (Advanced Micro-Fabrication) is itself sanctioned (BIS-EntityList, NDAA-1260H).AMEC (Advanced Micro-Fabrication)688012
China·etch·challenger·$49.9B mkt cap
Chinese plasma etch maker qualified at advanced foundries.
CRITICAL · 70–100
81/100 illustrative
Underwriting Thesis
CRITICAL — AMEC (Advanced Micro-Fabrication) is itself sanctioned (BIS-EntityList, NDAA-1260H). A sanctioned node in the immediate supply path is a binary procurement risk that overrides all favorable factors.
Factor Breakdown
Foreign-Origin Concentration100
Sole-Source Dependence56
Sanctions Exposure100
Downstream Criticality60
Sanctions Exposure
BIS-EntityListNDAA-1260H
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Shortest paths → DoD-exposed firms
- GlobalFoundries · 1 hop · $1.05BAMEC (Advanced Micro-Fabrication) → GlobalFoundries
- Marvell Technology · 2 hops · $184.3MAMEC (Advanced Micro-Fabrication) → TSMC → Marvell Technology
- Valens Semiconductor · 2 hops · $28.3MAMEC (Advanced Micro-Fabrication) → TSMC → Valens Semiconductor
- Scale AI · 3 hops · $105.6MAMEC (Advanced Micro-Fabrication) → TSMC → NVIDIA → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 0
No mapped upstream suppliers.
Key Customers · downstream · 7
- TSMCTaiwanCHOKEPOINT
- SMICChinaHostileADVERSARY
- Samsung ElectronicsSouth KoreaALLIED
- IntelUnited StatesDOMESTIC
- SK hynixSouth KoreaALLIED
- Micron TechnologyUnited StatesDOMESTIC
- GlobalFoundriesUnited StatesDOMESTIC