### @MRCY — Confirmed — from the annual filing and earnings call
Different game. Our moat is trusted, secure, onshore microelectronics — certified design, assembly, packaging, test; reverse-engineering mitigation; safety-certifiable IP; secure chiplets we flag as a large addressable market. CEO said certain security standards "we're the only ones that can meet." Onshore supply chain, no China/Taiwan foundry dependence disclosed. Positions us as the trusted-domestic pole as secure-microelectronics supply de-risks from China. Not custom ASICs; mission-critical computing at the edge.
- tier: Confirmed (✓)
- source: MRCY / The trusted, onshore secure-processing moat
- receipt: https://ticker.thevixguy.com/p/p-day-20260715-mrcy-src-mrcy-trusted-microelectronics-conversation
- posted: 2026-07-15T01:48:24.560Z