ENTITY · renesas
Renesas Electronics6723
Japan·idm·major·$53.3B mkt cap
Japanese MCU and analog IDM focused on automotive and industrial.
WATCH · 40–69
43/100 illustrative
Underwriting Thesis
WATCH — Renesas Electronics: concentrated foreign-origin supply compounded by sole-source / single-point-of-failure dominance in idm. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration60
Sole-Source Dependence48
Sanctions Exposure45
Downstream Criticality9
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Segments
idmanalog mixed signal
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 1
- TSMCTaiwanCHOKEPOINT
Key Customers · downstream · 2
- TeslaUnited StatesDOMESTIC
- Robert BoschGermanyALLIED