ENTITY · intel
IntelINTC
United States·idm·major
x86 CPU IDM building an external foundry business on 18A and beyond.
WATCH · 40–69
56/100 illustrative
Underwriting Thesis
WATCH — Intel: sole-source / single-point-of-failure dominance compounded by criticality to DoD-exposed downstream programs in idm. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration46
Sole-Source Dependence75
Sanctions Exposure45
Downstream Criticality60
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Segments
idmcpufoundry services
Shortest paths → DoD-exposed firms
- Scale AI · 2 hops · $105.6MIntel → Microsoft → Scale AI
- GlobalFoundries · 3 hops · $1.05BIntel → Broadcom → Furukawa Electric → GlobalFoundries
- Marvell Technology · 3 hops · $184.3MIntel → Broadcom → InnoLight Technology → Marvell Technology
- Valens Semiconductor · 4 hops · $28.3MIntel → Broadcom → Furukawa Electric → TSMC → Valens Semiconductor
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 40
- ASMLNetherlandsALLIED
- TSMCTaiwanCHOKEPOINT
- Shin-Etsu ChemicalJapanALLIED
- SUMCOJapanALLIED
- GlobalWafersTaiwanCHOKEPOINT
- SiltronicGermanyALLIED
- JSRJapanALLIED
- Tokyo Ohka KogyoJapanALLIED
- Sumitomo ChemicalJapanALLIED
- FUJIFILMJapanALLIED
- DuPontUnited StatesDOMESTIC
- Merck KGaA (EMD Electronics)GermanyALLIED
- Air LiquideFranceALLIED
- LindeUnited KingdomALLIED
- Air ProductsUnited StatesDOMESTIC
- ALLIED
- EntegrisUnited StatesDOMESTIC
- Fujimi IncorporatedJapanALLIED
- HOYAJapanALLIED
- JX Advanced MetalsJapanALLIED
- MaterionUnited StatesDOMESTIC
- IbidenJapanALLIED
- ALLIED
- AT&SAustriaALLIED
- Applied MaterialsUnited StatesDOMESTIC
- Lam ResearchUnited StatesDOMESTIC
- Tokyo ElectronJapanALLIED
- KLAUnited StatesDOMESTIC
- ASM InternationalNetherlandsALLIED
- SCREEN HoldingsJapanALLIED
- LasertecJapanALLIED
- NikonJapanALLIED
- Onto InnovationUnited StatesDOMESTIC
- BE Semiconductor IndustriesNetherlandsALLIED
- FormFactorUnited StatesDOMESTIC
- SynopsysUnited StatesDOMESTIC
- Cadence Design SystemsUnited StatesDOMESTIC
- Siemens EDAGermanyALLIED
- HPSPSouth KoreaALLIED
- Nissan ChemicalJapanALLIED