ENTITY · kctech
KCTECH281820
South Korea·cleaning·niche
Korean cleaning and CMP equipment maker.
CLEAR · 0–39
31/100 illustrative
Underwriting Thesis
CLEAR — KCTECH: criticality to DoD-exposed downstream programs compounded by sole-source / single-point-of-failure dominance in cleaning. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration18
Sole-Source Dependence54
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
cleaningcmp planarization
Shortest paths → DoD-exposed firms
- GlobalFoundries · 1 hop · $1.05BKCTECH → GlobalFoundries
- Marvell Technology · 2 hops · $184.3MKCTECH → TSMC → Marvell Technology
- Valens Semiconductor · 2 hops · $28.3MKCTECH → TSMC → Valens Semiconductor
- Scale AI · 3 hops · $105.6MKCTECH → Samsung Electronics → NVIDIA → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 0
No mapped upstream suppliers.
Key Customers · downstream · 7
- Samsung ElectronicsSouth KoreaALLIED
- SK hynixSouth KoreaALLIED
- TSMCTaiwanCHOKEPOINT
- IntelUnited StatesDOMESTIC
- Micron TechnologyUnited StatesDOMESTIC
- SMICChinaHostileADVERSARY
- GlobalFoundriesUnited StatesDOMESTIC