ENTITY · silicon_motion
Silicon MotionSIMO
Taiwan·controllers·leader·$10.9B mkt cap
Leading NAND controller designer for SSDs and embedded storage.
WATCH · 40–69
53/100 illustrative
Underwriting Thesis
WATCH — Silicon Motion: sole-source / single-point-of-failure dominance compounded by concentrated foreign-origin supply in controllers. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration75
Sole-Source Dependence76
Sanctions Exposure0
Downstream Criticality57
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
- Scale AI · 3 hops · $105.6MSilicon Motion → Dell Technologies → CoreWeave → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 0
No mapped upstream suppliers.
Key Customers · downstream · 6
- Kingston TechnologyUnited StatesDOMESTIC
- ADATA TechnologyTaiwanCHOKEPOINT
- Dell TechnologiesUnited StatesDOMESTIC
- Hewlett Packard EnterpriseUnited StatesDOMESTIC
- Super Micro ComputerUnited StatesDOMESTIC
- AppleUnited StatesDOMESTIC