ENTITY · nsig
National Silicon Industry Group688126
China·silicon wafers·challenger·$15.7B mkt cap
China's largest 300mm silicon wafer maker (Zing Semiconductor).
WATCH · 40–69
57/100 illustrative
Underwriting Thesis
WATCH — National Silicon Industry Group: concentrated foreign-origin supply compounded by criticality to DoD-exposed downstream programs in silicon wafers. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration100
Sole-Source Dependence58
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 · $1.05BNational Silicon Industry Group → GlobalFoundries
- Marvell Technology · 2 hops · $184.3MNational Silicon Industry Group → TSMC → Marvell Technology
- Valens Semiconductor · 2 hops · $28.3MNational Silicon Industry Group → TSMC → Valens Semiconductor
- Scale AI · 3 hops · $105.6MNational Silicon Industry Group → SMIC → NVIDIA → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 0
No mapped upstream suppliers.
Key Customers · downstream · 8
- SMICChinaHostileADVERSARY
- ADVERSARY
- TSMCTaiwanCHOKEPOINT
- Samsung ElectronicsSouth KoreaALLIED
- IntelUnited StatesDOMESTIC
- SK hynixSouth KoreaALLIED
- Micron TechnologyUnited StatesDOMESTIC
- GlobalFoundriesUnited StatesDOMESTIC