SiC power devices are strategically important for defense electrification; substrate capacity is the primary bottleneck the EO framework will scrutinize.
Primary exposure
SiC power electronics leadership; substrate concentration is the pinch.
Sub-scores
Materials60
FOCI70
Domestic60
BOM58
Top critical-material exposures
Elevated risk
SiC Substrates
Wolfspeed/Coherent-dominant; capacity expanding.
Moderate risk
Silicon Wafers
Diversified.
Moderate risk
Rare Gases
Diversified.
Private assessment for ON Semiconductor
XTRIUM validates this score at sub-tier depth against your actual BOMs, POs, and program data.