ENTITY · onsemi
onsemiON
United States·idm·major·$47.3B mkt cap
Power and sensing IDM; top-two in SiC and auto image sensors.
CLEAR · 0–39
15/100 illustrative
Underwriting Thesis
CLEAR — onsemi: sole-source / single-point-of-failure dominance in idm. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration3
Sole-Source Dependence48
Sanctions Exposure0
Downstream Criticality9
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Segments
idmpoweranalog mixed signal
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 0
No mapped upstream suppliers.
Key Customers · downstream · 2
- TeslaUnited StatesDOMESTIC
- Robert BoschGermanyALLIED