ENTITY · shengyi
Shengyi Technology600183
China·substrates·major·$66.0B mkt cap
Copper-clad laminates and substrate materials for PCBs.
WATCH · 40–69
60/100 illustrative
Underwriting Thesis
WATCH — Shengyi Technology: concentrated foreign-origin supply compounded by sole-source / single-point-of-failure dominance in substrates. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration100
Sole-Source Dependence71
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
- GlobalFoundries · 1 hop · $1.05BShengyi Technology → GlobalFoundries
- Marvell Technology · 2 hops · $184.3MShengyi Technology → TSMC → Marvell Technology
- Scale AI · 2 hops · $105.6MShengyi Technology → NVIDIA → Scale AI
- Valens Semiconductor · 2 hops · $28.3MShengyi Technology → TSMC → Valens Semiconductor
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 0
No mapped upstream suppliers.
Key Customers · downstream · 9
- AMDUnited StatesDOMESTIC
- NVIDIAUnited StatesDOMESTIC
- IntelUnited StatesDOMESTIC
- TSMCTaiwanCHOKEPOINT
- Samsung ElectronicsSouth KoreaALLIED
- SK hynixSouth KoreaALLIED
- Micron TechnologyUnited StatesDOMESTIC
- SMICChinaHostileADVERSARY
- GlobalFoundriesUnited StatesDOMESTIC