ENTITY · nippon_sanso
Nippon Sanso Holdings4091
Japan·specialty gases·major·$14.9B mkt cap
Japanese industrial gas group with strong electronics gas share in Asia.
CLEAR · 0–39
34/100 illustrative
Underwriting Thesis
CLEAR — Nippon Sanso Holdings: sole-source / single-point-of-failure dominance compounded by criticality to DoD-exposed downstream programs in specialty gases. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration18
Sole-Source Dependence67
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
- GlobalFoundries · 1 hop · $1.05BNippon Sanso Holdings → GlobalFoundries
- Marvell Technology · 2 hops · $184.3MNippon Sanso Holdings → TSMC → Marvell Technology
- Valens Semiconductor · 2 hops · $28.3MNippon Sanso Holdings → TSMC → Valens Semiconductor
- Scale AI · 3 hops · $105.6MNippon Sanso Holdings → TSMC → NVIDIA → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 0
No mapped upstream suppliers.
Key Customers · downstream · 7
- TSMCTaiwanCHOKEPOINT
- Samsung ElectronicsSouth KoreaALLIED
- IntelUnited StatesDOMESTIC
- SK hynixSouth KoreaALLIED
- Micron TechnologyUnited StatesDOMESTIC
- SMICChinaHostileADVERSARY
- GlobalFoundriesUnited StatesDOMESTIC