ENTITY · starfive
Deal-Killer · Procurement Veto
direct suppliers sanctioned: SMIC [BIS-EntityList, NDAA-1260H, NDAA-CMIC], JCET Group [BIS-EntityList].StarFive
China·ip licensing·challenger
Chinese RISC-V CPU IP and SoC company.
CRITICAL · 70–100
79/100 illustrative
Underwriting Thesis
CRITICAL — direct suppliers sanctioned: SMIC [BIS-EntityList, NDAA-1260H, NDAA-CMIC], JCET Group [BIS-EntityList]. A sanctioned node in the immediate supply path is a binary procurement risk that overrides all favorable factors.
Factor Breakdown
Foreign-Origin Concentration100
Sole-Source Dependence58
Sanctions Exposure90
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 · $105.6MStarFive → NVIDIA → Scale AI
- GlobalFoundries · 3 hops · $1.05BStarFive → Broadcom → Furukawa Electric → GlobalFoundries
- Marvell Technology · 3 hops · $184.3MStarFive → Broadcom → InnoLight Technology → Marvell Technology
- Valens Semiconductor · 4 hops · $28.3MStarFive → Broadcom → Furukawa Electric → TSMC → Valens Semiconductor
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 3
- SMICChinaHostileADVERSARY
- ADVERSARY
- JCET GroupChinaHostileADVERSARY