Defense
Defense electronics
Trusted fabs, RF components, and rare-earth magnets behind missiles, radar, and avionics.
Curated sector reports
Defense electronics
Defense·⚠ Trusted foundry & gallium supply
Key chokepoints (4)
Trusted foundry & ASIC fab
⚠ active chokepoint
U.S. trusted foundry capacity is limited; CHIPS Act funding targets on-shore advanced packaging.
Related tickers: LMT, RTX
Rad-hard packaging & test
⚠ active chokepoint
Qualified packaging lines are scarce; lead times stretch during procurement surges.
GaN / GaAs RF components
⚠ active chokepoint
Gallium refining is concentrated in China; DoD stockpiling programs address shortfalls.
Rare-earth magnets (precision guidance)
⚠ active chokepoint
Non-Chinese magnet supply chains are still ramping; MP Materials and downstream partners are key.
Related tickers: MP