ENTITY · holtek
Holtek Semiconductor6202
Taiwan·edge iot soc·niche·$0.5B mkt cap
Taiwanese microcontroller and analog IC maker.
CLEAR · 0–39
38/100 illustrative
Underwriting Thesis
CLEAR — Holtek Semiconductor: concentrated foreign-origin supply compounded by sanctions exposure in its immediate supply path in edge iot soc. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration75
Sole-Source Dependence17
Sanctions Exposure45
Downstream Criticality0
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Segments
edge iot socanalog mixed signal
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 2
- TSMCTaiwanCHOKEPOINT
- ASE TechnologyTaiwanCHOKEPOINT
Key Customers · downstream · 0
No mapped downstream customers.