ENTITY · ose
Orient Semiconductor (OSE)2329
Taiwan·assembly test·niche·$1.2B mkt cap
Taiwanese outsourced assembly and test provider.
WATCH · 40–69
47/100 illustrative
Underwriting Thesis
WATCH — Orient Semiconductor (OSE): concentrated foreign-origin supply compounded by criticality to DoD-exposed downstream programs in assembly test. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration75
Sole-Source Dependence51
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 · $105.6MOrient Semiconductor (OSE) → NVIDIA → Scale AI
- GlobalFoundries · 3 hops · $1.05BOrient Semiconductor (OSE) → Broadcom → Furukawa Electric → GlobalFoundries
- Marvell Technology · 3 hops · $184.3MOrient Semiconductor (OSE) → Broadcom → InnoLight Technology → Marvell Technology
- Valens Semiconductor · 4 hops · $28.3MOrient Semiconductor (OSE) → Broadcom → Furukawa Electric → TSMC → Valens Semiconductor
Possible substitutes · same commodity buckets