BLAST RADIUS
If this track is cut off, here's what loses a node across the defense-relevant supply chain.
Critical chokepoints
15
Directly Affected
194
Total Affected
3
DoD-Exposed Hit
32
Segments Hit
DoD-Exposed in Blast Radius · Cutting GlobalFoundries strands Scale AI, Marvell Technology, Valens Semiconductor — firms with matched US defense procurement awards.
- GlobalFoundries → NVIDIA → Scale AI · 2h · $105.6M
- GlobalFoundries → Broadcom → InnoLight Technology → Marvell Technology · 3h · $184.3M
- GlobalFoundries → NXP Semiconductors → Nagase & Co. → TSMC → Valens Semiconductor · 4h · $28.3M
Blast Radius · tiered dependency cascade
Track Goes Dark
GlobalFoundries
194 tracks downstream
→
Tier 1 · direct15
Tier 2 · indirect86
Tier 3 · indirect12
Marvell Technology83
United StatesDoD $184.3M
SMIC79
China
TSMC74
Taiwan
SK hynix47
South Korea
Micron Technology45
United States
Equinix45
United States
Digital Realty44
United States
Apacer Technology39
Taiwan
Ambarella34
United States
Rebellions34
South Korea
SMART Modular Technologies32
United States
Netlist28
United States
Tier 4 · indirect81
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