BLAST RADIUS
If this track is cut off, here's what loses a node across the defense-relevant supply chain.
Critical chokepoints
22
Directly Affected
194
Total Affected
4
DoD-Exposed Hit
32
Segments Hit
DoD-Exposed in Blast Radius · Cutting Coherent strands Marvell Technology, GlobalFoundries, Scale AI, Valens Semiconductor — firms with matched US defense procurement awards.
- Coherent → Furukawa Electric → GlobalFoundries · 2h · $1.05B
- Coherent → InnoLight Technology → Marvell Technology · 2h · $184.3M
- Coherent → NVIDIA → Scale AI · 2h · $105.6M
- Coherent → Furukawa Electric → TSMC → Valens Semiconductor · 3h · $28.3M
Blast Radius · tiered dependency cascade
Track Goes Dark
Coherent
194 tracks downstream
→
Tier 1 · direct22
Broadcom77
United States
NVIDIA76
United States
InnoLight Technology76
China
Eoptolink Technology59
China
Accelink Technologies58
China
Aeva Technologies48
United States
Lumentum Holdings47
United States
Furukawa Electric47
Japan
Hamamatsu Photonics45
Japan
Fabrinet44
Thailand
Sumitomo Electric Industries42
Japan
Nokia42
Finland
+10 more
Tier 2 · indirect60
Tier 3 · indirect99
Tier 4 · indirect13
DoD-exposedSole-sourceScore = firm criticality / 100
Segments Touched (32)
ai labanalog mixed signalcolocationcpucustom silicondata center reitdisplay icsdistributorsdramedge iot socfoundry servicesfpgagpu ai acceleratorshbmhyperscaleridmip licensingmobile socmodulesnandneocloudnetworking siliconnetworking systemsphotonics opticsphotoresists chemicalspowerpower thermalpure playrfspecialty memorysubstratessystems odm