Taiwan receives first two F-16 Block 70s (October 2, 2026) after supply-chain delays
Aircraft Avionics Market 2025 to 2032: Semiconductor Supply Chains, Platform Recapitalisation and the Global Race for Certified Avionics →Taiwan took delivery of its first two of 66 new-build F-16C Block 70s, featuring APG-83 AESA radar and digital cockpits, following years of delay attributed to global supply chain bottlenecks. The milestone marks the start of recapitalization deliveries that will demand certified advanced avionics. Northrop Grumman is also pursuing a quadrupling of domestic defense microchips by 2030 to mitigate component risk.
Severity: how big the impact would be if this plays out.
Likelihood: how probable the engine judges it is to happen or persist.
Spend exposed: the share of your annual category spend this flags.
Monitor certified avionics supplier allocation for Block 70-era demand (AESA radar, digital cockpit electronics)
Recapitalization deliveries after prior delays signal tightened lead times for certified advanced avionics components.
Source · breakingdefense.com
Source · defence-industry.eu