ENTITY · kyec
King Yuan Electronics (KYEC)2449
Taiwan·assembly test·major·$11.9B mkt cap
Largest dedicated test house; heavy AI GPU test exposure.
WATCH · 40–69
51/100 illustrative
Underwriting Thesis
WATCH — King Yuan Electronics (KYEC): concentrated foreign-origin supply compounded by sole-source / single-point-of-failure dominance in assembly test. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration75
Sole-Source Dependence65
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.
Shortest paths → DoD-exposed firms
- Scale AI · 2 hops · $105.6MKing Yuan Electronics (KYEC) → NVIDIA → Scale AI
- GlobalFoundries · 3 hops · $1.05BKing Yuan Electronics (KYEC) → Broadcom → Furukawa Electric → GlobalFoundries
- Marvell Technology · 3 hops · $184.3MKing Yuan Electronics (KYEC) → Broadcom → InnoLight Technology → Marvell Technology
- Valens Semiconductor · 4 hops · $28.3MKing Yuan Electronics (KYEC) → Broadcom → Furukawa Electric → TSMC → Valens Semiconductor
Possible substitutes · same commodity buckets