ENTITY · tokyo_electron
Tokyo Electron8035
Japan·deposition·leader·$212.5B mkt cap
Japan's biggest fab equipment maker; near-monopoly in coater/developers.
CLEAR · 0–39
37/100 illustrative
Underwriting Thesis
CLEAR — Tokyo Electron: sole-source / single-point-of-failure dominance compounded by criticality to DoD-exposed downstream programs in deposition. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration18
Sole-Source Dependence80
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
depositionetchcleaning
Shortest paths → DoD-exposed firms
- GlobalFoundries · 1 hop · $1.05BTokyo Electron → GlobalFoundries
- Marvell Technology · 2 hops · $184.3MTokyo Electron → TSMC → Marvell Technology
- Valens Semiconductor · 2 hops · $28.3MTokyo Electron → TSMC → Valens Semiconductor
- Scale AI · 3 hops · $105.6MTokyo Electron → TSMC → NVIDIA → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 8
- MKS InstrumentsUnited StatesDOMESTIC
- Advanced EnergyUnited StatesDOMESTIC
- VAT GroupSwitzerlandALLIED
- HoribaJapanALLIED
- Brooks AutomationUnited StatesDOMESTIC
- FerrotecJapanALLIED
- Pfeiffer VacuumGermanyALLIED
- Atlas CopcoSwedenALLIED
Key Customers · downstream · 8
- TSMCTaiwanCHOKEPOINT
- Samsung ElectronicsSouth KoreaALLIED
- IntelUnited StatesDOMESTIC
- Micron TechnologyUnited StatesDOMESTIC
- SK hynixSouth KoreaALLIED
- CHOKEPOINT
- GlobalFoundriesUnited StatesDOMESTIC
- SMICChinaHostileADVERSARY