ENTITY · tdk
TDK6762
Japan·rf·leader·$46.0B mkt cap
Electronic components maker; SAW filters, MLCCs, and MEMS sensors.
CLEAR · 0–39
32/100 illustrative
Underwriting Thesis
CLEAR — TDK: criticality to DoD-exposed downstream programs compounded by sole-source / single-point-of-failure dominance in rf. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration18
Sole-Source Dependence59
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
rfanalog mixed signal
Shortest paths → DoD-exposed firms
- Scale AI · 3 hops · $105.6MTDK → Samsung Electronics → NVIDIA → Scale AI
- GlobalFoundries · 4 hops · $1.05BTDK → Samsung Electronics → Broadcom → Furukawa Electric → GlobalFoundries
- Marvell Technology · 4 hops · $184.3MTDK → Samsung Electronics → Broadcom → InnoLight Technology → Marvell Technology
- Valens Semiconductor · 5 hops · $28.3MTDK → Samsung Electronics → Broadcom → Furukawa Electric → TSMC → Valens Semiconductor
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 0
No mapped upstream suppliers.
Key Customers · downstream · 2
- AppleUnited StatesDOMESTIC
- Samsung ElectronicsSouth KoreaALLIED