BLAST RADIUS
If this track is cut off, here's what loses a node across the defense-relevant supply chain.
Critical chokepoints
11
Directly Affected
195
Total Affected
4
DoD-Exposed Hit
32
Segments Hit
DoD-Exposed in Blast Radius · Cutting IQE strands GlobalFoundries, Marvell Technology, Valens Semiconductor, Scale AI — firms with matched US defense procurement awards.
- IQE → GlobalFoundries · 1h · $1.05B
- IQE → TSMC → Marvell Technology · 2h · $184.3M
- IQE → TSMC → Valens Semiconductor · 2h · $28.3M
- IQE → Broadcom → Amazon (Annapurna Labs) → Scale AI · 3h · $105.6M
Blast Radius · tiered dependency cascade
Track Goes Dark
IQE
195 tracks downstream
→
Tier 1 · direct11
Tier 2 · indirect149
Tier 3 · indirect33
Scale AI24
United StatesDoD $105.6M
CoreWeave56
United States
Applied Digital48
United States
IREN48
Australia
HIVE Digital Technologies47
Canada
Nscale47
United Kingdom
WPG Holdings44
Taiwan
WT Microelectronics44
Taiwan
Supreme Electronics38
Taiwan
Weikeng Industrial38
Taiwan
Crusoe Energy37
United States
xAI33
United States
+21 more
Tier 4 · indirect2
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