ENTITY · stmicro
STMicroelectronicsSTM
Switzerland·idm·major·$69.7B mkt cap
European IDM spanning MCUs, sensors, analog and SiC power.
CLEAR · 0–39
36/100 illustrative
Underwriting Thesis
CLEAR — STMicroelectronics: sole-source / single-point-of-failure dominance compounded by criticality to DoD-exposed downstream programs in idm. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration18
Sole-Source Dependence74
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
idmpoweranalog mixed signal
Shortest paths → DoD-exposed firms
- GlobalFoundries · 2 hops · $1.05BSTMicroelectronics → Nagase & Co. → GlobalFoundries
- Marvell Technology · 3 hops · $184.3MSTMicroelectronics → Nagase & Co. → TSMC → Marvell Technology
- Valens Semiconductor · 3 hops · $28.3MSTMicroelectronics → Nagase & Co. → TSMC → Valens Semiconductor
- Scale AI · 4 hops · $105.6MSTMicroelectronics → WPG Holdings → Hon Hai (Foxconn) → Amazon (Annapurna Labs) → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 0
No mapped upstream suppliers.
Key Customers · downstream · 3
- AppleUnited StatesDOMESTIC
- TeslaUnited StatesDOMESTIC
- Robert BoschGermanyALLIED