BLAST RADIUS
If this track is cut off, here's what loses a node across the defense-relevant supply chain.
Critical chokepoints
2
Directly Affected
195
Total Affected
4
DoD-Exposed Hit
32
Segments Hit
DoD-Exposed in Blast Radius · Cutting Walsin Technology strands Scale AI, Marvell Technology, GlobalFoundries, Valens Semiconductor — firms with matched US defense procurement awards.
- Walsin Technology → Hon Hai (Foxconn) → Amazon (Annapurna Labs) → Scale AI · 3h · $105.6M
- Walsin Technology → Samsung Electronics → Broadcom → Furukawa Electric → GlobalFoundries · 4h · $1.05B
- Walsin Technology → Samsung Electronics → Broadcom → InnoLight Technology → Marvell Technology · 4h · $184.3M
- Walsin Technology → Samsung Electronics → Broadcom → Furukawa Electric → TSMC → Valens Semiconductor · 5h · $28.3M
Blast Radius · tiered dependency cascade
Track Goes Dark
Walsin Technology
195 tracks downstream
→
Tier 1 · direct2
Tier 2 · indirect24
Broadcom77
United States
NVIDIA76
United States
AMD76
United States
MediaTek59
Taiwan
CoreWeave56
United States
Tenstorrent55
Canada
Qualcomm54
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
+12 more
Tier 3 · indirect61
Tier 4 · indirect8
Tier 5 · indirect87
Tier 6 · 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