ENTITY · huawei
Deal-Killer · Procurement Veto
Huawei is itself sanctioned (BIS-EntityList, NDAA-1260H, NDAA-CMIC); direct suppliers sanctioned: SMIC [BIS-EntityList, NDAA-1260H, NDAA-CMIC], JCET Group [BIS-EntityList], Sophgo [BIS-EntityList].Huawei
China·networking systems·major
Chinese networking and cloud giant; Ascend AI accelerators via HiSilicon.
WATCH · 40–69
59/100 illustrative
Underwriting Thesis
CRITICAL — Huawei is itself sanctioned (BIS-EntityList, NDAA-1260H, NDAA-CMIC); direct suppliers sanctioned: SMIC [BIS-EntityList, NDAA-1260H, NDAA-CMIC], JCET Group [BIS-EntityList], Sophgo [BIS-EntityList]. A sanctioned node in the immediate supply path is a binary procurement risk that overrides all favorable factors.
Factor Breakdown
Foreign-Origin Concentration89
Sole-Source Dependence30
Sanctions Exposure100
Downstream Criticality0
Sanctions Exposure
BIS-EntityListNDAA-1260HNDAA-CMIC
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Segments
networking systemscustom silicon
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 6
- SMICChinaHostileADVERSARY
- ADVERSARY
- JCET GroupChinaHostileADVERSARY
- BroadcomUnited StatesDOMESTIC
- Marvell TechnologyUnited StatesDOMESTIC
- SophgoChinaHostileADVERSARY
Key Customers · downstream · 0
No mapped downstream customers.