ENTITY · nexchip
Nexchip Semiconductor688249
China·pure play·challenger·$14.8B mkt cap
Chinese specialty foundry for display drivers and image sensors.
WATCH · 40–69
56/100 illustrative
Underwriting Thesis
WATCH — Nexchip Semiconductor: concentrated foreign-origin supply compounded by criticality to DoD-exposed downstream programs in pure play. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration100
Sole-Source Dependence54
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 · 2 hops · $105.6MNexchip Semiconductor → NVIDIA → Scale AI
- GlobalFoundries · 3 hops · $1.05BNexchip Semiconductor → Broadcom → Furukawa Electric → GlobalFoundries
- Marvell Technology · 3 hops · $184.3MNexchip Semiconductor → Broadcom → InnoLight Technology → Marvell Technology
- Valens Semiconductor · 4 hops · $28.3MNexchip Semiconductor → Broadcom → Furukawa Electric → TSMC → Valens Semiconductor
Possible substitutes · same commodity buckets