ENTITY · sk_enpulse
SK Enpulse
South Korea·photomasks·niche
SK affiliate making photomasks and CMP materials.
CLEAR · 0–39
31/100 illustrative
Underwriting Thesis
CLEAR — SK Enpulse: criticality to DoD-exposed downstream programs compounded by sole-source / single-point-of-failure dominance in photomasks. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration18
Sole-Source Dependence54
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
photomaskscmp slurries
Shortest paths → DoD-exposed firms
- GlobalFoundries · 1 hop · $1.05BSK Enpulse → GlobalFoundries
- Marvell Technology · 2 hops · $184.3MSK Enpulse → TSMC → Marvell Technology
- Valens Semiconductor · 2 hops · $28.3MSK Enpulse → TSMC → Valens Semiconductor
- Scale AI · 3 hops · $105.6MSK Enpulse → TSMC → NVIDIA → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 0
No mapped upstream suppliers.
Key Customers · downstream · 7
- TSMCTaiwanCHOKEPOINT
- Samsung ElectronicsSouth KoreaALLIED
- IntelUnited StatesDOMESTIC
- SK hynixSouth KoreaALLIED
- Micron TechnologyUnited StatesDOMESTIC
- SMICChinaHostileADVERSARY
- GlobalFoundriesUnited StatesDOMESTIC