ENTITY · samsung

Samsung Electronics005930

South Korea·idm·leader

World's largest memory maker, plus leading-edge foundry and Exynos design.

WATCH · 40–69

47/100 illustrative

Cascade ›Stress ›Graph ›Compare ›Substitutes ›Compliance brief ›Export cascade

Underwriting Thesis

WATCH — Samsung Electronics: sole-source / single-point-of-failure dominance compounded by criticality to DoD-exposed downstream programs in idm. A chokepoint underwriting concern at this tier.

Factor Breakdown

Foreign-Origin Concentration45

Sole-Source Dependence86

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.

Segments

idmdramnandhbmfoundry services

Shortest paths → DoD-exposed firms

Export ›

Scale AI · 2 hops · $105.6M
Samsung Electronics → NVIDIA → Scale AI
GlobalFoundries · 3 hops · $1.05B
Samsung Electronics → Broadcom → Furukawa Electric → GlobalFoundries
Marvell Technology · 3 hops · $184.3M
Samsung Electronics → Broadcom → InnoLight Technology → Marvell Technology
Valens Semiconductor · 4 hops · $28.3M
Samsung Electronics → Broadcom → Furukawa Electric → TSMC → Valens Semiconductor

Possible substitutes · same commodity buckets

All ›

Chokepoint Relationships

Key Suppliers · upstream · 74

ASMLNetherlands
ALLIED
Tokyo ElectronJapan
ALLIED
Shin-Etsu ChemicalJapan
ALLIED
SUMCOJapan
ALLIED
GlobalWafersTaiwan
CHOKEPOINT
SiltronicGermany
ALLIED
SK SiltronSouth Korea
ALLIED
JSRJapan
ALLIED
Tokyo Ohka KogyoJapan
ALLIED
Sumitomo ChemicalJapan
ALLIED
FUJIFILMJapan
ALLIED
DuPontUnited States
DOMESTIC
Merck KGaA (EMD Electronics)Germany
ALLIED
Dongjin SemichemSouth Korea
ALLIED
SoulbrainSouth Korea
ALLIED
Hansol ChemicalSouth Korea
ALLIED
Stella ChemifaJapan
ALLIED
Air LiquideFrance
ALLIED
LindeUnited Kingdom
ALLIED
Air ProductsUnited States
DOMESTIC
Nippon Sanso HoldingsJapan
ALLIED
SK SpecialtySouth Korea
ALLIED
Kanto Denka KogyoJapan
ALLIED
EntegrisUnited States
DOMESTIC
Fujimi IncorporatedJapan
ALLIED
ResonacJapan
ALLIED
HOYAJapan
ALLIED
PhotronicsUnited States
DOMESTIC
TOPPAN HoldingsJapan
ALLIED
Dai Nippon PrintingJapan
ALLIED
JX Advanced MetalsJapan
ALLIED
TosohJapan
ALLIED
Samsung Electro-MechanicsSouth Korea
ALLIED
Haesung DSSouth Korea
ALLIED
MK ElectronSouth Korea
ALLIED
Applied MaterialsUnited States
DOMESTIC
Lam ResearchUnited States
DOMESTIC
KLAUnited States
DOMESTIC
ASM InternationalNetherlands
ALLIED
SCREEN HoldingsJapan
ALLIED
LasertecJapan
ALLIED
Kokusai ElectricJapan
ALLIED
Hitachi High-TechJapan
ALLIED
Axcelis TechnologiesUnited States
DOMESTIC
Onto InnovationUnited States
DOMESTIC
NovaIsrael
ALLIED
Veeco InstrumentsUnited States
DOMESTIC
ULVACJapan
ALLIED
Wonik IPSSouth Korea
ALLIED
Jusung EngineeringSouth Korea
ALLIED
Eugene TechnologySouth Korea
ALLIED
SEMESSouth Korea
ALLIED
PSK IncSouth Korea
ALLIED
KCTECHSouth Korea
ALLIED
Sumitomo Heavy IndustriesJapan
ALLIED
Park SystemsSouth Korea
ALLIED
EbaraJapan
ALLIED
DaifukuJapan
ALLIED
Hanmi SemiconductorSouth Korea
ALLIED
FormFactorUnited States
DOMESTIC
TechnoprobeItaly
ALLIED
SynopsysUnited States
DOMESTIC
Cadence Design SystemsUnited States
DOMESTIC
Siemens EDAGermany
ALLIED
Arm HoldingsUnited Kingdom
ALLIED
RambusUnited States
DOMESTIC
Hana MicronSouth Korea
ALLIED
HPSPSouth Korea
ALLIED
Leeno IndustrialSouth Korea
ALLIED
ISCSouth Korea
ALLIED
Wonik QnCSouth Korea
ALLIED
UshioJapan
ALLIED
Nissan ChemicalJapan
ALLIED
Mitsubishi Gas ChemicalJapan
ALLIED

Key Customers · downstream · 10

NVIDIAUnited States
DOMESTIC
QualcommUnited States
DOMESTIC
TeslaUnited States
DOMESTIC
AMDUnited States
DOMESTIC
BroadcomUnited States
DOMESTIC
AppleUnited States
DOMESTIC
MediaTekTaiwan
CHOKEPOINT
Dell TechnologiesUnited States
DOMESTIC
Hewlett Packard EnterpriseUnited States
DOMESTIC
Super Micro ComputerUnited States
DOMESTIC