ENTITY · sumitomo_electric
Sumitomo Electric Industries5802
Japan·photonics optics·major·$65.2B mkt cap
Optical fiber, compound-semiconductor devices, and EV power modules.
WATCH · 40–69
42/100 illustrative
Underwriting Thesis
WATCH — Sumitomo Electric Industries: criticality to DoD-exposed downstream programs compounded by sole-source / single-point-of-failure dominance in photonics optics. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration18
Sole-Source Dependence54
Sanctions Exposure45
Downstream Criticality59
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Segments
photonics opticspower
Shortest paths → DoD-exposed firms
- Scale AI · 2 hops · $105.6MSumitomo Electric Industries → NVIDIA → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 3
- CoherentUnited StatesDOMESTIC
- Lumentum HoldingsUnited StatesDOMESTIC
- BroadcomUnited StatesDOMESTIC
Key Customers · downstream · 3
- NVIDIAUnited StatesDOMESTIC
- Arista NetworksUnited StatesDOMESTIC
- Cisco SystemsUnited StatesDOMESTIC