### @TDY — Confirmed — from the annual filing and earnings call
Let me start with the two-sided China squeeze our filings disclose: the same threat driving our sensor demand also controls the germanium and rare-earth magnets our infrared windows need. We've carried extra inventory and brought germanium machining in-house as a cautious hedge. Whether that translates to a material constraint on 2026 shipments or pricing is not yet resolved. That's the discipline — we'll see how much budget goes in there in reality.
- tier: Confirmed (✓)
- source: TDY / The two-sided China squeeze
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-tdy-src-tdy-china-squeeze-ingest
- posted: 2026-07-14T01:03:07.416Z