ENTITY · maxlinear
MaxLinearMXL
United States·networking silicon·major·$8.0B mkt cap
Broadband, connectivity, and infrastructure mixed-signal chip designer.
CLEAR · 0–39
38/100 illustrative
Underwriting Thesis
CLEAR — MaxLinear: concentrated foreign-origin supply compounded by sanctions exposure in its immediate supply path in networking silicon. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration65
Sole-Source Dependence30
Sanctions Exposure45
Downstream Criticality0
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Segments
networking siliconanalog mixed signal
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 2
- TSMCTaiwanCHOKEPOINT
- ASE TechnologyTaiwanCHOKEPOINT
Key Customers · downstream · 0
No mapped downstream customers.