ENTITY · qorvo
QorvoQRVO
United States·rf·major·$8.7B mkt cap
RF front-end and defense GaN supplier.
CLEAR · 0–39
39/100 illustrative
Underwriting Thesis
CLEAR — Qorvo: criticality to DoD-exposed downstream programs compounded by concentrated foreign-origin supply in rf. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration51
Sole-Source Dependence48
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 · 3 hops · $105.6MQorvo → Samsung Electronics → NVIDIA → Scale AI
- GlobalFoundries · 4 hops · $1.05BQorvo → Samsung Electronics → Broadcom → Furukawa Electric → GlobalFoundries
- Marvell Technology · 4 hops · $184.3MQorvo → Samsung Electronics → Broadcom → InnoLight Technology → Marvell Technology
- Valens Semiconductor · 5 hops · $28.3MQorvo → Samsung Electronics → Broadcom → Furukawa Electric → TSMC → Valens Semiconductor
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 4
- GlobalFoundriesUnited StatesDOMESTIC
- Win SemiconductorsTaiwanCHOKEPOINT
- Tower SemiconductorIsraelALLIED
- IQEUnited KingdomALLIED
Key Customers · downstream · 2
- AppleUnited StatesDOMESTIC
- Samsung ElectronicsSouth KoreaALLIED