ENTITY · murata
Murata Manufacturing6981
Japan·rf·leader·$132.6B mkt cap
World leader in RF filters, modules and MLCC components.
CLEAR · 0–39
32/100 illustrative
Underwriting Thesis
CLEAR — Murata Manufacturing: criticality to DoD-exposed downstream programs compounded by sole-source / single-point-of-failure dominance in rf. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration18
Sole-Source Dependence59
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 · 3 hops · $105.6MMurata Manufacturing → Samsung Electronics → NVIDIA → Scale AI
- GlobalFoundries · 4 hops · $1.05BMurata Manufacturing → Samsung Electronics → Broadcom → Furukawa Electric → GlobalFoundries
- Marvell Technology · 4 hops · $184.3MMurata Manufacturing → Samsung Electronics → Broadcom → InnoLight Technology → Marvell Technology
- Valens Semiconductor · 5 hops · $28.3MMurata Manufacturing → Samsung Electronics → Broadcom → Furukawa Electric → TSMC → Valens Semiconductor
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 0
No mapped upstream suppliers.
Key Customers · downstream · 2
- AppleUnited StatesDOMESTIC
- Samsung ElectronicsSouth KoreaALLIED