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Försvar

Försvarselektronik

Betrodda fabs, RF-komponenter och sällsynta jordartsmagneter bakom radar och avionik.

⚠ Betrodd foundry och galliumtillgång

Viktiga flaskhalsar

  • Trusted foundry & ASIC fabSemiconductors

    U.S. trusted foundry capacity is limited; CHIPS Act funding targets on-shore advanced packaging.

    Relaterade tickers: LMT, RTX

  • Rad-hard packaging & testPackaging

    Qualified packaging lines are scarce; lead times stretch during procurement surges.

  • GaN / GaAs RF componentsRF electronics

    Gallium refining is concentrated in China; DoD stockpiling programs address shortfalls.

  • Rare-earth magnets (precision guidance)Materials

    Non-Chinese magnet supply chains are still ramping; MP Materials and downstream partners are key.

    Relaterade tickers: MP

Öppna interaktiv spårningAlla rapporter