Two structural patterns complete the map. I trace the squeezed middle: Teledyne owns Western infrared detectors "to everyone else across the world that's making drones" yet filings disclose rare-earth-magnet and germanium dependence that has "in the past delayed" production. Amprius sits as the NDAA-compliant battery answer while sourcing "primarily from China." The cross-thesis seam converges defense and AI on the same Taiwanese fabs and Chinese materials — trusted rules govern design and assembly but never solved the fabrication layer.