ENTITY · ferrotec
Ferrotec6890
Japan·sputtering targets·niche·$3.0B mkt cap
Supplies vacuum feedthroughs, ceramics and materials to equipment makers.
CLEAR · 0–39
32/100 illustrative
Underwriting Thesis
CLEAR — Ferrotec: sole-source / single-point-of-failure dominance compounded by criticality to DoD-exposed downstream programs in sputtering targets. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration18
Sole-Source Dependence60
Sanctions Exposure0
Downstream Criticality60
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Segments
sputtering targetssubsystems components
Shortest paths → DoD-exposed firms
- GlobalFoundries · 1 hop · $1.05BFerrotec → GlobalFoundries
- Marvell Technology · 2 hops · $184.3MFerrotec → TSMC → Marvell Technology
- Valens Semiconductor · 2 hops · $28.3MFerrotec → TSMC → Valens Semiconductor
- Scale AI · 3 hops · $105.6MFerrotec → TSMC → NVIDIA → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 0
No mapped upstream suppliers.
Key Customers · downstream · 13
- Applied MaterialsUnited StatesDOMESTIC
- Lam ResearchUnited StatesDOMESTIC
- Tokyo ElectronJapanALLIED
- ASMLNetherlandsALLIED
- KLAUnited StatesDOMESTIC
- SCREEN HoldingsJapanALLIED
- TSMCTaiwanCHOKEPOINT
- Samsung ElectronicsSouth KoreaALLIED
- IntelUnited StatesDOMESTIC
- SK hynixSouth KoreaALLIED
- Micron TechnologyUnited StatesDOMESTIC
- SMICChinaHostileADVERSARY
- GlobalFoundriesUnited StatesDOMESTIC