ENTITY · umc
United Microelectronics (UMC)UMC
Taiwan·pure play·major·$60.4B mkt cap
Taiwan's second foundry, strong in mature and specialty nodes.
WATCH · 40–69
46/100 illustrative
Underwriting Thesis
WATCH — United Microelectronics (UMC): sole-source / single-point-of-failure dominance compounded by criticality to DoD-exposed downstream programs in pure play. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration52
Sole-Source Dependence72
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.
Shortest paths → DoD-exposed firms
- Scale AI · 2 hops · $105.6MUnited Microelectronics (UMC) → NVIDIA → Scale AI
- GlobalFoundries · 3 hops · $1.05BUnited Microelectronics (UMC) → NXP Semiconductors → Nagase & Co. → GlobalFoundries
- Marvell Technology · 3 hops · $184.3MUnited Microelectronics (UMC) → Broadcom → InnoLight Technology → Marvell Technology
- Valens Semiconductor · 4 hops · $28.3MUnited Microelectronics (UMC) → NXP Semiconductors → Nagase & Co. → TSMC → Valens Semiconductor
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 21
- Shin-Etsu ChemicalJapanALLIED
- SUMCOJapanALLIED
- GlobalWafersTaiwanCHOKEPOINT
- SiltronicGermanyALLIED
- Wafer WorksTaiwanCHOKEPOINT
- JSRJapanALLIED
- Tokyo Ohka KogyoJapanALLIED
- Air LiquideFranceALLIED
- LindeUnited KingdomALLIED
- Air ProductsUnited StatesDOMESTIC
- PhotronicsUnited StatesDOMESTIC
- Solar Applied MaterialsTaiwanCHOKEPOINT
- ASMLNetherlandsALLIED
- Applied MaterialsUnited StatesDOMESTIC
- Lam ResearchUnited StatesDOMESTIC
- Tokyo ElectronJapanALLIED
- KLAUnited StatesDOMESTIC
- ASM InternationalNetherlandsALLIED
- SCREEN HoldingsJapanALLIED
- CanonJapanALLIED
- MPI CorporationTaiwanCHOKEPOINT
Key Customers · downstream · 9
- Novatek MicroelectronicsTaiwanCHOKEPOINT
- Realtek SemiconductorTaiwanCHOKEPOINT
- MediaTekTaiwanCHOKEPOINT
- NXP SemiconductorsNetherlandsALLIED
- QualcommUnited StatesDOMESTIC
- NVIDIAUnited StatesDOMESTIC
- AMDUnited StatesDOMESTIC
- BroadcomUnited StatesDOMESTIC
- AppleUnited StatesDOMESTIC