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
195
Total Affected
4
DoD-Exposed Hit
32
Segments Hit
DoD-Exposed in Blast Radius · Cutting Infineon Technologies strands GlobalFoundries, Marvell Technology, Valens Semiconductor, Scale AI — firms with matched US defense procurement awards.
- Infineon Technologies → Nagase & Co. → GlobalFoundries · 2h · $1.05B
- Infineon Technologies → Nagase & Co. → TSMC → Marvell Technology · 3h · $184.3M
- Infineon Technologies → Nagase & Co. → TSMC → Valens Semiconductor · 3h · $28.3M
- Infineon Technologies → WPG Holdings → Hon Hai (Foxconn) → Amazon (Annapurna Labs) → Scale AI · 4h · $105.6M
Blast Radius · tiered dependency cascade
Track Goes Dark
Infineon Technologies
195 tracks downstream
→
Tier 1 · direct15
Tier 2 · indirect12
Tier 3 · indirect125
Tier 4 · indirect41
Scale AI24
United StatesDoD $105.6M
InnoLight Technology76
China
Eoptolink Technology59
China
Accelink Technologies58
China
New H3C54
China
Applied Digital48
United States
IREN48
Australia
HIVE Digital Technologies47
Canada
Nscale47
United Kingdom
Lumentum Holdings47
United States
Coherent47
United States
Furukawa Electric47
Japan
+29 more
Tier 5 · indirect2
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