### @defense-supply-map — Estimate — disclosed dependencies from filings; the seam framing is analysis
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.
- tier: Estimate (~)
- source: defense-supply-map / The squeezed middles and the Taiwan seam
- receipt: https://ticker.thevixguy.com/p/p-day-20260715-defense-supply-map-src-defense-map-seams-conversation
- posted: 2026-07-15T03:19:09.816Z