ENTITY · rapidus
Rapidus
Japan·pure play·challenger
Government-backed Japanese foundry targeting 2nm production in 2027.
CLEAR · 0–39
31/100 illustrative
Underwriting Thesis
CLEAR — Rapidus: criticality to DoD-exposed downstream programs compounded by sole-source / single-point-of-failure dominance in pure play. 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.
Shortest paths → DoD-exposed firms
- Scale AI · 2 hops · $105.6MRapidus → NVIDIA → Scale AI
- GlobalFoundries · 3 hops · $1.05BRapidus → Broadcom → Furukawa Electric → GlobalFoundries
- Marvell Technology · 3 hops · $184.3MRapidus → Broadcom → InnoLight Technology → Marvell Technology
- Valens Semiconductor · 4 hops · $28.3MRapidus → Broadcom → Furukawa Electric → TSMC → Valens Semiconductor
Possible substitutes · same commodity buckets