ENTITY · ti
Texas InstrumentsTXN
United States·idm·leader·$293.8B mkt cap
Largest analog chipmaker, manufacturing on its own 300mm fabs.
CLEAR · 0–39
34/100 illustrative
Underwriting Thesis
CLEAR — Texas Instruments: 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 Concentration3
Sole-Source Dependence85
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
idmanalog mixed signalpower
Shortest paths → DoD-exposed firms
- GlobalFoundries · 2 hops · $1.05BTexas Instruments → Nagase & Co. → GlobalFoundries
- Marvell Technology · 3 hops · $184.3MTexas Instruments → Nagase & Co. → TSMC → Marvell Technology
- Valens Semiconductor · 3 hops · $28.3MTexas Instruments → Nagase & Co. → TSMC → Valens Semiconductor
- Scale AI · 4 hops · $105.6MTexas Instruments → 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