BLAST RADIUS
If this track is cut off, here's what loses a node across the defense-relevant supply chain.
Critical chokepoints
9
Directly Affected
195
Total Affected
4
DoD-Exposed Hit
32
Segments Hit
DoD-Exposed in Blast Radius · Cutting Tower Semiconductor strands Scale AI, Marvell Technology, GlobalFoundries, Valens Semiconductor — firms with matched US defense procurement awards.
- Tower Semiconductor → NVIDIA → Scale AI · 2h · $105.6M
- Tower Semiconductor → Broadcom → Furukawa Electric → GlobalFoundries · 3h · $1.05B
- Tower Semiconductor → Broadcom → InnoLight Technology → Marvell Technology · 3h · $184.3M
- Tower Semiconductor → Broadcom → Furukawa Electric → TSMC → Valens Semiconductor · 4h · $28.3M
Blast Radius · tiered dependency cascade
Track Goes Dark
Tower Semiconductor
195 tracks downstream
→
Tier 1 · direct9
Tier 2 · indirect73
Tier 3 · indirect16
Marvell Technology83
United StatesDoD $184.3M
GlobalFoundries53
United StatesDoD $1.05B
SMIC79
China
TSMC74
Taiwan
Intel56
United States
Tenstorrent55
Canada
SK hynix47
South Korea
Equinix45
United States
Micron Technology45
United States
Digital Realty44
United States
Apacer Technology39
Taiwan
Ambarella34
United States
+4 more
Tier 4 · indirect84
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