BLAST RADIUS
If this track is cut off, here's what loses a node across the defense-relevant supply chain.
Critical chokepoints
43
Directly Affected
194
Total Affected
4
DoD-Exposed Hit
32
Segments Hit
DoD-Exposed in Blast Radius · Cutting Broadcom strands Marvell Technology, GlobalFoundries, Scale AI, Valens Semiconductor — firms with matched US defense procurement awards.
- Broadcom → Furukawa Electric → GlobalFoundries · 2h · $1.05B
- Broadcom → InnoLight Technology → Marvell Technology · 2h · $184.3M
- Broadcom → Amazon (Annapurna Labs) → Scale AI · 2h · $105.6M
- Broadcom → Furukawa Electric → TSMC → Valens Semiconductor · 3h · $28.3M
Blast Radius · tiered dependency cascade
Track Goes Dark
Broadcom
194 tracks downstream
→
Tier 1 · direct43
Tier 2 · indirect30
Marvell Technology83
United StatesDoD $184.3M
GlobalFoundries53
United StatesDoD $1.05B
Scale AI24
United StatesDoD $105.6M
SMIC79
China
NVIDIA76
United States
TSMC74
Taiwan
Baidu58
China
CoreWeave56
United States
Intel56
United States
Applied Digital48
United States
IREN48
Australia
HIVE Digital Technologies47
Canada
+18 more
Tier 3 · indirect108
Tier 4 · 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