BLAST RADIUS

If this track is cut off, here's what loses a node across the defense-relevant supply chain.

Critical chokepoints

Directly Affected

205

Total Affected

DoD-Exposed Hit

Segments Hit

DoD-Exposed in Blast Radius · Cutting ASMPT strands GlobalFoundries, Marvell Technology, Valens Semiconductor, Scale AI — firms with matched US defense procurement awards.

ASMPT → GlobalFoundries · 1h · $1.05B
ASMPT → ASE Technology → Marvell Technology · 2h · $184.3M
ASMPT → ASE Technology → Valens Semiconductor · 2h · $28.3M
ASMPT → ASE Technology → NVIDIA → Scale AI · 3h · $105.6M

Blast Radius · tiered dependency cascade

Track Goes Dark

ASMPT

205 tracks downstream

→

Tier 1 · direct13

GlobalFoundries53

United StatesDoD $1.05B

Tongfu Microelectronics49

China

Samsung Electronics47

South Korea

SK hynix47

South Korea

Powertech Technology (PTI)45

Taiwan

Micron Technology45

United States

+1 more

Tier 2 · indirect131

Marvell Technology83

United StatesDoD $184.3M

Valens Semiconductor42

IsraelDoD $28.3M

GigaDevice Semiconductor79

China

Ingenic Semiconductor79

+119 more

Tier 3 · indirect59

Scale AI24

United StatesDoD $105.6M

InnoLight Technology76

China

Eoptolink Technology59

China

Accelink Technologies58

HIVE Digital Technologies47

+47 more

Tier 4 · indirect2

DoD-exposedSole-sourceScore = firm criticality / 100

Segments Touched (34)

advanced packagingai labanalog mixed signalassembly testcolocationcpucustom silicondata center reitdisplay icsdistributorsdramedge iot socfoundry servicesfpgagpu ai acceleratorshbmhyperscaleridmip licensingmobile socmodulesnandneocloudnetworking siliconnetworking systemsphotonics opticsphotoresists chemicalspowerpower thermalpure playrfspecialty memorysubstratessystems odm