ENTITY · credo
Credo TechnologyCRDO
United States·networking silicon·challenger·$50.7B mkt cap
Active electrical cables and SerDes connectivity for data centers.
WATCH · 40–69
48/100 illustrative
Underwriting Thesis
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.
Factor Breakdown
Foreign-Origin Concentration65
Sole-Source Dependence37
Sanctions Exposure45
Downstream Criticality41
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 · $105.6MCredo Technology → 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
- MicrosoftUnited StatesDOMESTIC