ENTITY · inficon
INFICONIFCN
Switzerland·metrology inspection·major·$5.3B mkt cap
Vacuum instrumentation and process-control sensors for fabs.
CLEAR · 0–39
35/100 illustrative
Underwriting Thesis
CLEAR — INFICON: sole-source / single-point-of-failure dominance compounded by criticality to DoD-exposed downstream programs in metrology inspection. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration18
Sole-Source Dependence72
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
metrology inspectionsubsystems components
Shortest paths → DoD-exposed firms
- GlobalFoundries · 1 hop · $1.05BINFICON → GlobalFoundries
- Marvell Technology · 2 hops · $184.3MINFICON → TSMC → Marvell Technology
- Valens Semiconductor · 2 hops · $28.3MINFICON → TSMC → Valens Semiconductor
- Scale AI · 3 hops · $105.6MINFICON → TSMC → NVIDIA → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 0
No mapped upstream suppliers.
Key Customers · downstream · 10
- Applied MaterialsUnited StatesDOMESTIC
- Lam ResearchUnited StatesDOMESTIC
- Tokyo ElectronJapanALLIED
- TSMCTaiwanCHOKEPOINT
- Samsung ElectronicsSouth KoreaALLIED
- IntelUnited StatesDOMESTIC
- SK hynixSouth KoreaALLIED
- Micron TechnologyUnited StatesDOMESTIC
- SMICChinaHostileADVERSARY
- GlobalFoundriesUnited StatesDOMESTIC