BLAST RADIUS
If this track is cut off, here's what loses a node across the defense-relevant supply chain.
Critical chokepoints
22
Directly Affected
194
Total Affected
4
DoD-Exposed Hit
32
Segments Hit
DoD-Exposed in Blast Radius · Cutting Lumentum Holdings strands Marvell Technology, GlobalFoundries, Scale AI, Valens Semiconductor — firms with matched US defense procurement awards.
- Lumentum Holdings → Furukawa Electric → GlobalFoundries · 2h · $1.05B
- Lumentum Holdings → InnoLight Technology → Marvell Technology · 2h · $184.3M
- Lumentum Holdings → NVIDIA → Scale AI · 2h · $105.6M
- Lumentum Holdings → Furukawa Electric → TSMC → Valens Semiconductor · 3h · $28.3M
Blast Radius · tiered dependency cascade
Track Goes Dark
Lumentum Holdings
194 tracks downstream
→
Tier 1 · direct22
NVIDIA76
United States
InnoLight Technology76
China
Eoptolink Technology59
China
Accelink Technologies58
China
Aeva Technologies48
United States
Coherent47
United States
Furukawa Electric47
Japan
Hamamatsu Photonics45
Japan
Fabrinet44
Thailand
Sumitomo Electric Industries42
Japan
Nokia42
Finland
POET Technologies38
Canada
+10 more
Tier 2 · indirect54
Tier 3 · indirect105
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