ENTITY · macom
MACOM TechnologyMTSI
United States·rf·major·$29.9B mkt cap
RF, microwave and photonic semiconductors for telecom and defense.
CLEAR · 0–39
8/100 illustrative
Underwriting Thesis
CLEAR — MACOM Technology: sole-source / single-point-of-failure dominance in rf. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration3
Sole-Source Dependence30
Sanctions Exposure0
Downstream Criticality0
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 0
No mapped upstream suppliers.
Key Customers · downstream · 0
No mapped downstream customers.