ENTITY · lenovo
Lenovo0992
Hong Kong·systems odm·major·$37.6B mkt cap
Global PC and server maker; ISG builds AI servers.
WATCH · 40–69
57/100 illustrative
Underwriting Thesis
WATCH — Lenovo: concentrated foreign-origin supply compounded by sole-source / single-point-of-failure dominance in systems odm. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration70
Sole-Source Dependence62
Sanctions Exposure45
Downstream Criticality45
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 · $105.6MLenovo → Amazon (Annapurna Labs) → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 3
Key Customers · downstream · 5
- Amazon (Annapurna Labs)United StatesDOMESTIC
- MicrosoftUnited StatesDOMESTIC
- Alphabet (Google)United StatesDOMESTIC
- Meta PlatformsUnited StatesDOMESTIC
- OracleUnited StatesDOMESTIC