Försvar
Försvarselektronik
Betrodda fabs, RF-komponenter och sällsynta jordartsmagneter bakom radar och avionik.
Kuraterade sektorsrapporter
Försvarselektronik
Försvar·⚠ Betrodd foundry och galliumtillgång
Viktiga flaskhalsar (4)
Trusted foundry & ASIC fab
⚠ aktiv flaskhals
U.S. trusted foundry capacity is limited; CHIPS Act funding targets on-shore advanced packaging.
Relaterade tickers: LMT, RTX
Rad-hard packaging & test
⚠ aktiv flaskhals
Qualified packaging lines are scarce; lead times stretch during procurement surges.
GaN / GaAs RF components
⚠ aktiv flaskhals
Gallium refining is concentrated in China; DoD stockpiling programs address shortfalls.
Rare-earth magnets (precision guidance)
⚠ aktiv flaskhals
Non-Chinese magnet supply chains are still ramping; MP Materials and downstream partners are key.
Relaterade tickers: MP