ENTITY · jcet
Deal-Killer · Procurement Veto
JCET Group is itself sanctioned (BIS-EntityList).JCET Group600584
China·assembly test·major·$22.0B mkt cap
China's largest OSAT (includes former STATS ChipPAC).
CRITICAL · 70–100
76/100 illustrative
Underwriting Thesis
CRITICAL — JCET Group is itself sanctioned (BIS-EntityList). A sanctioned node in the immediate supply path is a binary procurement risk that overrides all favorable factors.
Factor Breakdown
Foreign-Origin Concentration69
Sole-Source Dependence75
Sanctions Exposure100
Downstream Criticality60
Sanctions Exposure
BIS-EntityList
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Shortest paths → DoD-exposed firms
- Scale AI · 2 hops · $105.6MJCET Group → NVIDIA → Scale AI
- GlobalFoundries · 3 hops · $1.05BJCET Group → Broadcom → Furukawa Electric → GlobalFoundries
- Marvell Technology · 3 hops · $184.3MJCET Group → Broadcom → InnoLight Technology → Marvell Technology
- Valens Semiconductor · 4 hops · $28.3MJCET Group → Broadcom → Furukawa Electric → TSMC → Valens Semiconductor
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 8
- Mitsui High-tecJapanALLIED
- Chang Wah TechnologyTaiwanCHOKEPOINT
- ALLIED
- ASMPTSingaporeALLIED
- Kulicke & SoffaSingaporeALLIED
- TOWAJapanALLIED
- SUSS MicroTecGermanyALLIED
- CohuUnited StatesDOMESTIC