ENTITY · realtek
Realtek Semiconductor2379
Taiwan·networking silicon·major·$13.3B mkt cap
High-volume connectivity, audio codec and Ethernet chip designer.
WATCH · 40–69
41/100 illustrative
Underwriting Thesis
WATCH — Realtek Semiconductor: concentrated foreign-origin supply compounded by sanctions exposure in its immediate supply path in networking silicon. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration75
Sole-Source Dependence30
Sanctions Exposure45
Downstream Criticality0
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 3
- CHOKEPOINT
- TSMCTaiwanCHOKEPOINT
- ASE TechnologyTaiwanCHOKEPOINT
Key Customers · downstream · 0
No mapped downstream customers.