ENTITY · team_group
Team Group4967
Taiwan·modules·niche·$0.8B mkt cap
Memory module and storage products maker.
WATCH · 40–69
45/100 illustrative
Underwriting Thesis
WATCH — Team Group: concentrated foreign-origin supply compounded by criticality to DoD-exposed downstream programs in modules. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration75
Sole-Source Dependence45
Sanctions Exposure0
Downstream Criticality57
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Shortest paths → DoD-exposed firms
- Scale AI · 3 hops · $105.6MTeam Group → Dell Technologies → CoreWeave → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 1
- Phison ElectronicsTaiwanCHOKEPOINT
Key Customers · downstream · 4
- Dell TechnologiesUnited StatesDOMESTIC
- Hewlett Packard EnterpriseUnited StatesDOMESTIC
- Super Micro ComputerUnited StatesDOMESTIC
- AppleUnited StatesDOMESTIC