The Foundry Crunch That's Coming 🛰️ Three U.S. constellation programs. One foundry pool. No disclosure requirement. The Space Development Agency (SDA) pLEO Tranche 2, GPS III Follow-On (GPS IIIF), an
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Twitter / XThe Foundry Crunch That's Coming 🛰️ Three U.S. constellation programs. One foundry pool. No disclosure requirement. The Space Development Agency (SDA) pLEO Tranche 2, GPS III Follow-On (GPS IIIF), anopen.substack.comThe Foundry Crunch That's Coming 🛰️ Three U.S. constellation programs. One foundry pool. No disclosure requirement. The Space Development Agency (SDA) pLEO Tranche 2, GPS III Follow-On (GPS IIIF), and NRO next-generation systems all draw rad-hard chips from fewer than five domestic Defense Microelectronics Activity (DMEA)-qualified fabs, concurrently, between 2025 and 2028. No Defense Federal Acquisition Regulation Supplement (DFARS) clause requires primes to surface foundry booking conflicts. The slip will not be visible until it is a delivery problem. The 18-month qualification window is already closing.
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