ENTITY · wafer_works
Wafer Works6182
Taiwan·silicon wafers·niche
Taiwanese silicon wafer maker focused on prime and reclaim wafers.
WATCH · 40–69
49/100 illustrative
Underwriting Thesis
WATCH — Wafer Works: concentrated foreign-origin supply compounded by criticality to DoD-exposed downstream programs in silicon wafers. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration75
Sole-Source Dependence58
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
- GlobalFoundries · 1 hop · $1.05BWafer Works → GlobalFoundries
- Marvell Technology · 2 hops · $184.3MWafer Works → TSMC → Marvell Technology
- Valens Semiconductor · 2 hops · $28.3MWafer Works → TSMC → Valens Semiconductor
- Scale AI · 3 hops · $105.6MWafer Works → United Microelectronics (UMC) → NVIDIA → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 0
No mapped upstream suppliers.
Key Customers · downstream · 10
- CHOKEPOINT
- SMICChinaHostileADVERSARY
- Powerchip (PSMC)TaiwanCHOKEPOINT
- CHOKEPOINT
- TSMCTaiwanCHOKEPOINT
- Samsung ElectronicsSouth KoreaALLIED
- IntelUnited StatesDOMESTIC
- SK hynixSouth KoreaALLIED
- Micron TechnologyUnited StatesDOMESTIC
- GlobalFoundriesUnited StatesDOMESTIC