2 articles
The U.S. Air Force's 500-aircraft CCA target by 2032 turns unmanned aircraft into a production problem. The binding constraints are qualified propulsion, machining, composites, electronics, inspection, and test capacity.
The semiconductor supply chain is not a policy debate — it is a physical constraint. Advanced packaging, equipment tooling, and rare earth processing cannot be duplicated instantaneously. The irreversible timeline for strategic decoupling is approximately 2028-2032.