Hidden Chinese Components Risk
Hidden foreign parts threaten national manufacturing resilience
Jul 2, 2026 · 36 min · 14 segments
America can't rebuild manufacturing by focusing only on the final assembly line. The deeper problem is the industrial layer underneath it: castings, forgings, tooling, materials, equipment, process…
Alex KrutzHostI think not enough people are talking about the great security concern of Chinese technology embedded in critical infrastructure.
there are critical components inside of our pieces of equipment today that are made in China.
Even when you look at something that was not only assembled here, but like core sub components were done here as well, you'll still have capacitors and resistors and core process steps and components manufactured in China.
And this is turning into a really big issue because there's an industrial war that's starting to get waged.
We got embargoed on some of our core melting equipment because it's similar to what's used right now in neodymium refinement.
We're trying to recognize that it has strength in its position to be the sole producer for many critical components.

And I, you know, from my experience last year, what I tell people to your point is to read the national security strategy.

And it highlights some of those critical supply chains and manufacturing capabilities that we've lost.

So I think you bring up a great point and it's you know, you're absolutely right that people are not typically thinking of what is embedded in some of the most important things that they have around them.
I think not enough people are talking about the great security concern of Chinese technology embedded in critical infrastructure.
there are critical components inside of our pieces of equipment today that are made in China.
Even when you look at something that was not only assembled here, but like core sub components were done here as well, you'll still have capacitors and resistors and core process steps and components manufactured in China.
And this is turning into a really big issue because there's an industrial war that's starting to get waged.
We got embargoed on some of our core melting equipment because it's similar to what's used right now in neodymium refinement.
We're trying to recognize that it has strength in its position to be the sole producer for many critical components.

And I, you know, from my experience last year, what I tell people to your point is to read the national security strategy.

And it highlights some of those critical supply chains and manufacturing capabilities that we've lost.

So I think you bring up a great point and it's you know, you're absolutely right that people are not typically thinking of what is embedded in some of the most important things that they have around them.
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3 of 6
Hidden Chinese Components Risk
Hidden foreign parts threaten national manufacturing resilience
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