CHOKEPOINT
MIXEDGraph 2026-08-10---- -- -- --:--:-- UTC
ENTITY · tsmc
Deal-Killer · Procurement Veto
direct supplier sanctioned: AMEC (Advanced Micro-Fabrication) [BIS-EntityList, NDAA-1260H].

TSMCTSM

Taiwan·pure play·leader·$2396.8B mkt cap

World's dominant foundry, manufacturing nearly all leading-edge chips.

CRITICAL · 70–100
74/100 illustrative
Cascade ›Stress ›Graph ›Compare ›Substitutes ›Compliance brief ›Export cascade
Underwriting Thesis

CRITICAL — direct supplier sanctioned: AMEC (Advanced Micro-Fabrication) [BIS-EntityList, NDAA-1260H]. A sanctioned node in the immediate supply path is a binary procurement risk that overrides all favorable factors.

Factor Breakdown
Foreign-Origin Concentration64
Sole-Source Dependence86
Sanctions Exposure85
Downstream Criticality60
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
Export ›
Possible substitutes · same commodity buckets
All ›
Chokepoint Relationships

Key Suppliers · upstream · 61

Key Customers · downstream · 12

Data Provenance· generated 2026-08-10 01:06:49Z
  • › Consolidated Screening List (CSL) [LIVE] https://data.trade.gov/downloadable_consolidated_screening_list/v1/consolidated.json @ 2026-08-10T01:06:49.039Z
  • › USASpending.gov — DoD award search [LIVE] https://api.usaspending.gov/api/v2/search/spending_by_award/ @ 2026-08-10T01:06:49.377Z
  • › Curated ownership aggregation [FALLBACK] @ 2026-08-10T01:06:49.378Z
  • › Curated China-ecosystem + Nexperia edges (Phase B, CSET ETO + TechInsights + TrendForce + SCMP + BIS Entity List + Nexperia press release) [FALLBACK] @ 2026-08-10T01:06:49.378Z

Firm/commodity-level signals from public data — not component-level BOM. Scores are an analytic underwriting heuristic, not legal or procurement advice.