ENTITY · semidynamics
Semidynamics
Spain·ip licensing·niche
Customizable RISC-V cores with vector and AI extensions.
WATCH · 40–69
57/100 illustrative
Underwriting Thesis
WATCH — Semidynamics: concentrated foreign-origin supply compounded by criticality to DoD-exposed downstream programs in ip licensing. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration65
Sole-Source Dependence55
Sanctions Exposure45
Downstream Criticality60
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Segments
ip licensingcpu
Shortest paths → DoD-exposed firms
- Scale AI · 2 hops · $105.6MSemidynamics → NVIDIA → Scale AI
- GlobalFoundries · 3 hops · $1.05BSemidynamics → Broadcom → Furukawa Electric → GlobalFoundries
- Marvell Technology · 3 hops · $184.3MSemidynamics → Broadcom → InnoLight Technology → Marvell Technology
- Valens Semiconductor · 4 hops · $28.3MSemidynamics → Broadcom → Furukawa Electric → TSMC → Valens Semiconductor
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 2
- TSMCTaiwanCHOKEPOINT
- ASE TechnologyTaiwanCHOKEPOINT