ENTITY · oxford_instruments
Oxford InstrumentsOXIG
United Kingdom·etch·niche·$0.0B mkt cap
Plasma etch and deposition tools for compound semis and research.
CLEAR · 0–39
31/100 illustrative
Underwriting Thesis
CLEAR — Oxford Instruments: criticality to DoD-exposed downstream programs compounded by sole-source / single-point-of-failure dominance in etch. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration18
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.
Segments
etchdeposition
Shortest paths → DoD-exposed firms
- GlobalFoundries · 1 hop · $1.05BOxford Instruments → GlobalFoundries
- Marvell Technology · 2 hops · $184.3MOxford Instruments → TSMC → Marvell Technology
- Valens Semiconductor · 2 hops · $28.3MOxford Instruments → TSMC → Valens Semiconductor
- Scale AI · 3 hops · $105.6MOxford Instruments → 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