ENTITY · asetek
AsetekASTK
Denmark·power thermal·niche
Liquid-cooling technology for high-performance computing.
CLEAR · 0–39
31/100 illustrative
Underwriting Thesis
CLEAR — Asetek: sole-source / single-point-of-failure dominance compounded by criticality to DoD-exposed downstream programs in power thermal. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration18
Sole-Source Dependence57
Sanctions Exposure0
Downstream Criticality56
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 · $105.6MAsetek → Amazon (Annapurna Labs) → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 0
No mapped upstream suppliers.
Key Customers · downstream · 9
- Super Micro ComputerUnited StatesDOMESTIC
- Dell TechnologiesUnited StatesDOMESTIC
- Amazon (Annapurna Labs)United StatesDOMESTIC
- MicrosoftUnited StatesDOMESTIC
- Alphabet (Google)United StatesDOMESTIC
- Meta PlatformsUnited StatesDOMESTIC
- OracleUnited StatesDOMESTIC
- EquinixUnited StatesDOMESTIC
- Digital RealtyUnited StatesDOMESTIC