ENTITY · gigadevice
Deal-Killer · Procurement Veto
direct suppliers sanctioned: SMIC [BIS-EntityList, NDAA-1260H, NDAA-CMIC], JCET Group [BIS-EntityList].GigaDevice Semiconductor603986
China·specialty memory·major·$65.2B mkt cap
Top-three NOR flash vendor and Chinese MCU designer.
CRITICAL · 70–100
79/100 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 Dependence59
Sanctions Exposure90
Downstream Criticality57
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Segments
specialty memoryedge iot soc
Shortest paths → DoD-exposed firms
- Scale AI · 3 hops · $105.6MGigaDevice Semiconductor → Dell Technologies → CoreWeave → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 3
- ADVERSARY
- SMICChinaHostileADVERSARY
- JCET GroupChinaHostileADVERSARY
Key Customers · downstream · 4
- Dell TechnologiesUnited StatesDOMESTIC
- Hewlett Packard EnterpriseUnited StatesDOMESTIC
- Super Micro ComputerUnited StatesDOMESTIC
- AppleUnited StatesDOMESTIC