ENTITY · keysight
Keysight TechnologiesKEYS
United States·eda software·major·$62.1B mkt cap
Test and measurement leader; RF, photonic, and high-speed EDA tools.
CLEAR · 0–39
31/100 illustrative
Underwriting Thesis
CLEAR — Keysight Technologies: sole-source / single-point-of-failure dominance compounded by criticality to DoD-exposed downstream programs in eda software. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration3
Sole-Source Dependence74
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
eda softwaretest equipment
Shortest paths → DoD-exposed firms
- GlobalFoundries · 1 hop · $1.05BKeysight Technologies → GlobalFoundries
- Marvell Technology · 2 hops · $184.3MKeysight Technologies → TSMC → Marvell Technology
- Scale AI · 2 hops · $105.6MKeysight Technologies → NVIDIA → Scale AI
- Valens Semiconductor · 2 hops · $28.3MKeysight Technologies → TSMC → Valens Semiconductor
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 0
No mapped upstream suppliers.
Key Customers · downstream · 13
- TSMCTaiwanCHOKEPOINT
- Samsung ElectronicsSouth KoreaALLIED
- IntelUnited StatesDOMESTIC
- SK hynixSouth KoreaALLIED
- Micron TechnologyUnited StatesDOMESTIC
- SMICChinaHostileADVERSARY
- GlobalFoundriesUnited StatesDOMESTIC
- NVIDIAUnited StatesDOMESTIC
- AMDUnited StatesDOMESTIC
- QualcommUnited StatesDOMESTIC
- BroadcomUnited StatesDOMESTIC
- AppleUnited StatesDOMESTIC
- MediaTekTaiwanCHOKEPOINT