BLAST RADIUS
If this track is cut off, here's what loses a node across the defense-relevant supply chain.
Critical chokepoints
9
Directly Affected
195
Total Affected
4
DoD-Exposed Hit
32
Segments Hit
DoD-Exposed in Blast Radius · Cutting Kinsus Interconnect strands GlobalFoundries, Marvell Technology, Valens Semiconductor, Scale AI — firms with matched US defense procurement awards.
- Kinsus Interconnect → GlobalFoundries · 1h · $1.05B
- Kinsus Interconnect → TSMC → Marvell Technology · 2h · $184.3M
- Kinsus Interconnect → TSMC → Valens Semiconductor · 2h · $28.3M
- Kinsus Interconnect → AMD → Microsoft → Scale AI · 3h · $105.6M
Blast Radius · tiered dependency cascade
Track Goes Dark
Kinsus Interconnect
195 tracks downstream
→
Tier 1 · direct9
Tier 2 · indirect129
Marvell Technology83
United StatesDoD $184.3M
Valens Semiconductor42
IsraelDoD $28.3M
StarFive79
China
GigaDevice Semiconductor79
China
Ingenic Semiconductor79
China
Broadcom77
United States
NVIDIA76
United States
Inspur71
China
Faraday Technology64
Taiwan
Sophgo63
China
HiSilicon63
China
Espressif Systems63
China
+117 more
Tier 3 · indirect55
Scale AI24
United StatesDoD $105.6M
InnoLight Technology76
China
Eoptolink Technology59
China
Accelink Technologies58
China
New H3C54
China
Applied Digital48
United States
IREN48
Australia
HIVE Digital Technologies47
Canada
Nscale47
United Kingdom
Lumentum Holdings47
United States
Coherent47
United States
Furukawa Electric47
Japan
+43 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