Public assessment · EO 14415

Defense Supply Chain Readiness Score

Twenty of the largest defense and semiconductor manufacturers, scored for exposure to critical-materials risk and readiness against EO 14415. Directional public model — 10-Ks, DoD 1260H lists, USGS critical-materials data, public FOCI filings.

Cohort avg

Companies

Ready (75+)

Critical Gap (<45)

Sort:

#	Company	Sector	Overall	Materials	FOCI	Domestic	BOM	Top exposure
1	Texas InstrumentsTXN	Semiconductor	78	74	82	82	70	Deepest US analog/mixed-signal footprint reduces EO exposure.
2	GlobalFoundriesGFS	Semiconductor	76	70	82	80	70	DoD Trusted Foundry status and US/allied fab base give strongest EO posture.
3	IntelINTC	Semiconductor	74	68	80	82	66	US fab expansion strengthens domestic posture; upstream gases remain choke point.
4	AndurilPRIV	Defense	72	68	82	74	66	New-entrant advantage on FOCI discipline; magnets remain the pinch point.
5	WolfspeedWOLF	Semiconductor	72	78	80	82	60	Vertically integrated US SiC; graphite crucibles remain the choke.
6	LeidosLDOS	Defense	70	78	74	68	60	Services-heavy mix limits raw-material exposure but hardware integration remains.
7	MicronMU	Semiconductor	70	65	78	74	62	US memory fab expansion strong; packaging remains offshore.
8	Huntington IngallsHII	Defense	68	64	78	72	58	Submarine and carrier industrial base is domestic but thin.
9	Analog DevicesADI	Semiconductor	68	66	74	68	64	Defense RF and sensor exposure to compound-semi supply.
10	General DynamicsGD	Defense	66	62	74	68	60	Combat systems tungsten dependency; submarine industrial base strain.
11	Applied MaterialsAMAT	Semiconductor	66	64	74	66	60	Equipment supply chain is global; export-control cross-currents matter.
12	BAE Systems Inc.BAESY	Defense	65	60	70	66	64	Munitions energetics and tungsten; UK parent adds allied resilience.
13	Northrop GrummanNOC	Defense	64	58	72	66	60	Strategic systems concentrated on a fragile solid-rocket-motor and rare-earth base.
14	Lockheed MartinLMT	Defense	62	55	70	65	58	Rare-earth magnet dependency across F-35, missile seekers, and radar.
15	ON SemiconductorON	Semiconductor	62	60	70	60	58	SiC power electronics leadership; substrate concentration is the pinch.
16	L3HarrisLHX	Defense	60	55	68	60	58	EW and night-vision optics heavily exposed to Chinese Ga/Ge controls.
17	TSMC (US)TSM	Semiconductor	60	62	55	60	62	Taiwan-headquartered parent affects FOCI scoring despite US fab investment.
18	RTX (Raytheon)RTX	Defense	58	50	65	60	57	Missile and radar production tied to Chinese Ga/Ge/Sb export controls.
19	NXP SemiconductorsNXPI	Semiconductor	58	60	62	52	60	Dutch parent + Asia-heavy footprint challenge EO domestic scoring.
20	Boeing DefenseBA	Defense	54	48	62	55	51	Titanium transition and mature-node semiconductor supply.

#1 · TXN · Semiconductor

Texas Instruments

Deepest US analog/mixed-signal footprint reduces EO exposure.

#2 · GFS · Semiconductor

GlobalFoundries

DoD Trusted Foundry status and US/allied fab base give strongest EO posture.

#3 · INTC · Semiconductor

Intel

US fab expansion strengthens domestic posture; upstream gases remain choke point.

New-entrant advantage on FOCI discipline; magnets remain the pinch point.

#5 · WOLF · Semiconductor

Wolfspeed

Vertically integrated US SiC; graphite crucibles remain the choke.

Services-heavy mix limits raw-material exposure but hardware integration remains.

#7 · MU · Semiconductor

Micron

US memory fab expansion strong; packaging remains offshore.

Submarine and carrier industrial base is domestic but thin.

#9 · ADI · Semiconductor

Analog Devices

Defense RF and sensor exposure to compound-semi supply.

Combat systems tungsten dependency; submarine industrial base strain.

#11 · AMAT · Semiconductor

Applied Materials

Equipment supply chain is global; export-control cross-currents matter.

#12 · BAESY · Defense

BAE Systems Inc.

Munitions energetics and tungsten; UK parent adds allied resilience.

Strategic systems concentrated on a fragile solid-rocket-motor and rare-earth base.

Rare-earth magnet dependency across F-35, missile seekers, and radar.

#15 · ON · Semiconductor

ON Semiconductor

SiC power electronics leadership; substrate concentration is the pinch.

EW and night-vision optics heavily exposed to Chinese Ga/Ge controls.

#17 · TSM · Semiconductor

TSMC (US)

Taiwan-headquartered parent affects FOCI scoring despite US fab investment.

Missile and radar production tied to Chinese Ga/Ge/Sb export controls.

#19 · NXPI · Semiconductor

NXP Semiconductors

Dutch parent + Asia-heavy footprint challenge EO domestic scoring.

Titanium transition and mature-node semiconductor supply.

Methodology: composite of Critical Materials Exposure (USGS-designated critical minerals in program BOMs), FOCI Risk (covered-nation ownership per 10 U.S.C. 4872(f)(2)), Domestic Sourcing Depth (public commitments, DPA Title III activity, US fab/mill footprint), and BOM Transparency (disclosure quality). This is a directional public assessment, not an audit. For a validated n-tier assessment, contact XTRIUM.