CHOKEPOINT
MIXEDGraph 2026-08-10---- -- -- --:--:-- UTC

BLAST RADIUS

If this track is cut off, here's what loses a node across the defense-relevant supply chain.

Critical chokepoints
2
Directly Affected
195
Total Affected
4
DoD-Exposed Hit
32
Segments Hit
DoD-Exposed in Blast Radius · Cutting Alpha and Omega Semiconductor strands Scale AI, Marvell Technology, GlobalFoundries, Valens Semiconductor — firms with matched US defense procurement awards.
  • Alpha and Omega Semiconductor → Dell Technologies → CoreWeave → Scale AI · 3h · $105.6M
  • Alpha and Omega Semiconductor → Samsung Electronics → Broadcom → Furukawa Electric → GlobalFoundries · 4h · $1.05B
  • Alpha and Omega Semiconductor → Samsung Electronics → Broadcom → InnoLight Technology → Marvell Technology · 4h · $184.3M
  • Alpha and Omega Semiconductor → Samsung Electronics → Broadcom → Furukawa Electric → TSMC → Valens Semiconductor · 5h · $28.3M
Blast Radius · tiered dependency cascade
Track Goes Dark
Alpha and Omega Semiconductor
195 tracks downstream
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
Data Provenance· generated 2026-08-10 01:06:49Z
  • Consolidated Screening List (CSL) [LIVE] https://data.trade.gov/downloadable_consolidated_screening_list/v1/consolidated.json @ 2026-08-10T01:06:49.039Z
  • USASpending.gov — DoD award search [LIVE] https://api.usaspending.gov/api/v2/search/spending_by_award/ @ 2026-08-10T01:06:49.377Z
  • Curated ownership aggregation [FALLBACK] @ 2026-08-10T01:06:49.378Z
  • Curated China-ecosystem + Nexperia edges (Phase B, CSET ETO + TechInsights + TrendForce + SCMP + BIS Entity List + Nexperia press release) [FALLBACK] @ 2026-08-10T01:06:49.378Z

Firm/commodity-level signals from public data — not component-level BOM. Scores are an analytic underwriting heuristic, not legal or procurement advice.