BLAST RADIUS
If this track is cut off, here's what loses a node across the defense-relevant supply chain.
Critical chokepoints
84
Directly Affected
194
Total Affected
4
DoD-Exposed Hit
32
Segments Hit
DoD-Exposed in Blast Radius · Cutting TSMC strands Marvell Technology, Valens Semiconductor, Scale AI, GlobalFoundries — firms with matched US defense procurement awards.
- TSMC → Marvell Technology · 1h · $184.3M
- TSMC → Valens Semiconductor · 1h · $28.3M
- TSMC → NVIDIA → Scale AI · 2h · $105.6M
- TSMC → Broadcom → Furukawa Electric → GlobalFoundries · 3h · $1.05B
Blast Radius · tiered dependency cascade
Track Goes Dark
TSMC
194 tracks downstream
→
Tier 1 · direct84
Tier 2 · indirect74
Tier 3 · indirect9
Tier 4 · indirect27
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