ENTITY · valens
Valens SemiconductorVLN
Israel·networking silicon·niche·$0.3B mkt cap
Connectivity chip maker (MIPI A-PHY, HDBaseT).
WATCH · 40–69
42/100 illustrative
Underwriting Thesis
WATCH — Valens Semiconductor: concentrated foreign-origin supply compounded by sanctions exposure in its immediate supply path in networking silicon. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration65
Sole-Source Dependence17
Sanctions Exposure45
Downstream Criticality37
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
Total Awards$28.3M
Programs
CSLA FOR FFP LABOR BASE YEAR AND FOUR OPTION PERIODS.Department of the Army
Agencies
Department of Defense
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 2
- TSMCTaiwanCHOKEPOINT
- ASE TechnologyTaiwanCHOKEPOINT
Key Customers · downstream · 0
No mapped downstream customers.