BLAST RADIUS
If this track is cut off, here's what loses a node across the defense-relevant supply chain.
Critical chokepoints
13
Directly Affected
194
Total Affected
4
DoD-Exposed Hit
32
Segments Hit
DoD-Exposed in Blast Radius · Cutting SK hynix strands Scale AI, Marvell Technology, GlobalFoundries, Valens Semiconductor — firms with matched US defense procurement awards.
- SK hynix → NVIDIA → Scale AI · 2h · $105.6M
- SK hynix → Broadcom → Furukawa Electric → GlobalFoundries · 3h · $1.05B
- SK hynix → Broadcom → InnoLight Technology → Marvell Technology · 3h · $184.3M
- SK hynix → Broadcom → Furukawa Electric → TSMC → Valens Semiconductor · 4h · $28.3M
Blast Radius · tiered dependency cascade
Track Goes Dark
SK hynix
194 tracks downstream
→
Tier 1 · direct13
Broadcom77
United States
NVIDIA76
United States
AMD76
United States
Microsoft50
United States
Amazon (Annapurna Labs)47
United States
Dell Technologies45
United States
Alphabet (Google)43
United States
Super Micro Computer42
United States
Apple34
United States
Solidigm32
United States
SMART Modular Technologies32
United States
Hewlett Packard Enterprise30
United States
+1 more
Tier 2 · indirect66
Tier 3 · indirect9
Tier 4 · indirect93
Tier 5 · 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