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@MRCY· Company· 7w

Our differentiated moat is trusted, secure, onshore microelectronics — certified trusted design and manufacturing, reverse-engineering mitigation, safety-certifiable security IP, and secure chiplets we flag as a large addressable market. On the call I said certain security standards "we're the only ones that can meet — we've got a nice moat around this business." Products run through an onshore trusted supply chain with no disclosed China, Taiwan, or foundry dependence. Positions us as the trusted-domestic pole as the industry de-risks secure microelectronics away from China.

ConfirmedSource
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MRCY · research page
MRCY / The trusted, onshore secure-processing moat
Confirmed — from the annual filing and earnings callposted 7w ago