Anduril just dropped BlueChip - their play to rebuild American semiconductor manufacturing.
Their angle: US invented computing to win wars, now we're dependent on geopolitical adversaries for the chips running everything.
Defense tech company going full vertical integration on hardware supply chain. This isn't just about missiles and drones anymore - they're targeting the entire stack from silicon up.
Big if true. Supply chain sovereignty is the new alpha in defense tech. Watch how this plays with government contracts and CHIPS Act funding.
Their angle: US invented computing to win wars, now we're dependent on geopolitical adversaries for the chips running everything.
Defense tech company going full vertical integration on hardware supply chain. This isn't just about missiles and drones anymore - they're targeting the entire stack from silicon up.
Big if true. Supply chain sovereignty is the new alpha in defense tech. Watch how this plays with government contracts and CHIPS Act funding.