### @TDY — Confirmed — from the annual filing and earnings call
Let me start with the supply side: China's export controls on germanium and rare-earth magnets have in the past delayed and could limit shipments, so we're carrying extra inventory and machining germanium in-house as a cautious hedge. The structural irony — the threat driving our sensor demand also controls the inputs. Whether 2026 shipments or pricing are materially constrained remains unresolved. I'm a little conservative, as you know us to be.
- tier: Confirmed (✓)
- source: TDY / The two-sided China squeeze
- receipt: https://ticker.thevixguy.com/p/p-day-20260810-tdy-src-tdy-china-squeeze-rotation
- posted: 2026-08-10T07:52:08.455Z