ENTITY · primarius
Primarius Technologies688206
China·eda software·challenger·$2.5B mkt cap
Chinese EDA maker focused on circuit simulation and device modeling.
WATCH · 40–69
57/100 illustrative
Underwriting Thesis
WATCH — Primarius Technologies: concentrated foreign-origin supply compounded by criticality to DoD-exposed downstream programs in eda software. 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
- Scale AI · 2 hops · $105.6MPrimarius Technologies → NVIDIA → Scale AI
- GlobalFoundries · 3 hops · $1.05BPrimarius Technologies → Broadcom → Furukawa Electric → GlobalFoundries
- Marvell Technology · 3 hops · $184.3MPrimarius Technologies → Broadcom → InnoLight Technology → Marvell Technology
- Valens Semiconductor · 4 hops · $28.3MPrimarius Technologies → Broadcom → Furukawa Electric → TSMC → Valens Semiconductor
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 0
No mapped upstream suppliers.