WAR-GAME
What if several tracks go dark together? Union of blast radii with shortest-tier attribution. Run a named scenario or cut a custom set of tracks — lead demos here after single-node Blast Radius.
MATERIALS-SQUEEZE
Materials & chemicals squeeze
Materials & chemicals squeeze: 8 firms go dark, taking 217 downstream firms with them, including 4 DoD-exposed suppliers, wiping out 42 segments.
- An export restriction or trade dispute cuts off the upstream materials layer — silicon wafers, substrates, photoresists, specialty gases, sputtering targets.
- Assumes total loss of output from the top-impact materials suppliers — no buffer stock, no qualification of alternate material sources mid-crisis. The 8 cut firms are the 3 largest materials suppliers by market cap plus the 5 with the widest supply-chain reach among the rest — not a ranked top-8 by any single measure.
- Materials suppliers rarely make headlines the way fabs do — does the blast radius here show they deserve to?
Trigger
Assumption
Question
8
Sources cut
217
Tracks hit
4
DoD exposed
206
Overlap
Per-source blast (alone)
- Linde196 tracks · 4 DoD
- Air Liquide196 tracks · 4 DoD
- Shin-Etsu Chemical196 tracks · 4 DoD
- Chang Wah Technology205 tracks · 4 DoD
- Mitsui High-tec205 tracks · 4 DoD
- Tanaka Precious Metals205 tracks · 4 DoD
- Ferrotec203 tracks · 4 DoD
- Wacker Chemie200 tracks · 4 DoD
Track Goes Dark
Linde + Air Liquide + Shin-Etsu Chemical + Chang Wah Technology + Mitsui High-tec + Tanaka Precious Metals + Ferrotec + Wacker Chemie
217 tracks downstream
→
Tier 1 · direct24
Tier 2 · indirect132
Tier 3 · indirect59
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
+47 more
Tier 4 · indirect2