ENTITY · kyocera
Kyocera6971
Japan·substrates·major·$30.1B mkt cap
Ceramic packages, substrates, and electronic components.
CLEAR · 0–39
35/100 illustrative
Underwriting Thesis
CLEAR — Kyocera: sole-source / single-point-of-failure dominance compounded by criticality to DoD-exposed downstream programs in substrates. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration18
Sole-Source Dependence72
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
substratespackaging materials
Shortest paths → DoD-exposed firms
- GlobalFoundries · 1 hop · $1.05BKyocera → GlobalFoundries
- Marvell Technology · 2 hops · $184.3MKyocera → TSMC → Marvell Technology
- Scale AI · 2 hops · $105.6MKyocera → NVIDIA → Scale AI
- Valens Semiconductor · 2 hops · $28.3MKyocera → TSMC → Valens Semiconductor
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 0
No mapped upstream suppliers.
Key Customers · downstream · 10
- NVIDIAUnited StatesDOMESTIC
- BroadcomUnited StatesDOMESTIC
- AMDUnited StatesDOMESTIC
- TSMCTaiwanCHOKEPOINT
- Samsung ElectronicsSouth KoreaALLIED
- IntelUnited StatesDOMESTIC
- SK hynixSouth KoreaALLIED
- Micron TechnologyUnited StatesDOMESTIC
- SMICChinaHostileADVERSARY
- GlobalFoundriesUnited StatesDOMESTIC