ENTITY · espressif
Deal-Killer · Procurement Veto
direct suppliers sanctioned: SMIC [BIS-EntityList, NDAA-1260H, NDAA-CMIC], JCET Group [BIS-EntityList].Espressif Systems688018
China·edge iot soc·leader·$4.4B mkt cap
Maker of the ubiquitous ESP32 WiFi/Bluetooth microcontrollers.
WATCH · 40–69
63/100 illustrative
Underwriting Thesis
CRITICAL — direct suppliers sanctioned: SMIC [BIS-EntityList, NDAA-1260H, NDAA-CMIC], JCET Group [BIS-EntityList]. 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 Dependence41
Sanctions Exposure90
Downstream Criticality0
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 3
- SMICChinaHostileADVERSARY
- ADVERSARY
- JCET GroupChinaHostileADVERSARY
Key Customers · downstream · 0
No mapped downstream customers.