BLAST RADIUS
If this track is cut off, here's what loses a node across the defense-relevant supply chain.
Critical chokepoints
8
Directly Affected
198
Total Affected
4
DoD-Exposed Hit
33
Segments Hit
DoD-Exposed in Blast Radius · Cutting Carl Zeiss SMT strands GlobalFoundries, Marvell Technology, Valens Semiconductor, Scale AI — firms with matched US defense procurement awards.
- Carl Zeiss SMT → GlobalFoundries · 1h · $1.05B
- Carl Zeiss SMT → TSMC → Marvell Technology · 2h · $184.3M
- Carl Zeiss SMT → TSMC → Valens Semiconductor · 2h · $28.3M
- Carl Zeiss SMT → TSMC → NVIDIA → Scale AI · 3h · $105.6M
Blast Radius · tiered dependency cascade
Track Goes Dark
Carl Zeiss SMT
198 tracks downstream
→
Tier 1 · direct8
Tier 2 · indirect132
Tier 3 · indirect56
Scale AI24
United StatesDoD $105.6M
InnoLight Technology76
China
Eoptolink Technology59
China
Accelink Technologies58
China
CoreWeave56
United States
New H3C54
China
Applied Digital48
United States
IREN48
Australia
HIVE Digital Technologies47
Canada
Nscale47
United Kingdom
Lumentum Holdings47
United States
Coherent47
United States
+44 more
Tier 4 · indirect2
DoD-exposedSole-sourceScore = firm criticality / 100
Segments Touched (33)
ai labanalog mixed signalcolocationcpucustom silicondata center reitdisplay icsdistributorsdramedge iot socfoundry servicesfpgagpu ai acceleratorshbmhyperscaleridmip licensinglithographymobile socmodulesnandneocloudnetworking siliconnetworking systemsphotonics opticsphotoresists chemicalspowerpower thermalpure playrfspecialty memorysubstratessystems odm