BLAST RADIUS
If this track is cut off, here's what loses a node across the defense-relevant supply chain.
Critical chokepoints
33
Directly Affected
196
Total Affected
4
DoD-Exposed Hit
32
Segments Hit
DoD-Exposed in Blast Radius · Cutting Hua Hong Semiconductor strands Scale AI, Marvell Technology, GlobalFoundries, Valens Semiconductor — firms with matched US defense procurement awards.
- Hua Hong Semiconductor → NVIDIA → Scale AI · 2h · $105.6M
- Hua Hong Semiconductor → Broadcom → Furukawa Electric → GlobalFoundries · 3h · $1.05B
- Hua Hong Semiconductor → Broadcom → InnoLight Technology → Marvell Technology · 3h · $184.3M
- Hua Hong Semiconductor → Broadcom → Furukawa Electric → TSMC → Valens Semiconductor · 4h · $28.3M
Blast Radius · tiered dependency cascade
Track Goes Dark
Hua Hong Semiconductor
196 tracks downstream
→
Tier 1 · direct33
Tier 2 · indirect70
Tier 3 · indirect15
Marvell Technology83
United StatesDoD $184.3M
GlobalFoundries53
United StatesDoD $1.05B
SMIC79
China
TSMC74
Taiwan
Tenstorrent55
Canada
SK hynix47
South Korea
Equinix45
United States
Micron Technology45
United States
Digital Realty44
United States
Apacer Technology39
Taiwan
Ambarella34
United States
Rebellions34
South Korea
+3 more
Tier 4 · indirect65
Valens Semiconductor42
IsraelDoD $28.3M
Faraday Technology64
Taiwan
Sophgo63
China
NXP Semiconductors60
Netherlands
Will Semiconductor (OmniVision)59
China
Achronix57
United States
Semidynamics57
Spain
Astera Labs55
United States
QuickLogic55
United States
Global Unichip (GUC)54
Taiwan
Alchip Technologies51
Taiwan
Credo Technology48
United States
+53 more
Tier 5 · 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