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Counterfeit semiconductor mitigation in defense and military systems

What happened

The US Department of Defense issued Instruction 4140.67 in 2024, mandating strict controls on counterfeit semiconductors. DFARS 246.870-2 requires contractors to source parts only from OCMs or authorized distributors. Neutral. This policy aims to mitigate supply chain risks but is not expected to cause immediate price fluctuations in the spot market.

Impact and signal

Medium impactImpact score: 45/100

Affected components and suppliers

Electronic ComponentsSemiconductors
policysupply_chaindefensecompliance

Source and time

Source: Electronics Sourcing · 7/7/2026 · View original source

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