Top DoD semiconductor and related device manufacturing contractors
In the 12 months ending Oct 5, 2026, the Department of Defense obligated $138.3M in net prime contract dollars under NAICS 334413, down 12.0% from $157.1M in the preceding 12 months. 365 prime contractors received positive obligations, and 10 of them accounted for 80% of that spend.
Prime contracts funded by the Department of Defense. Latest 12 months: Oct 6, 2025 to Oct 5, 2026. Source: USAspending.gov.
DoD publishes contract data to USAspending with a 90-day delay, so the most recent months understate DoD activity.
Obligations by fiscal year
Net prime contract obligations by federal fiscal year (October to September).
Top DoD contractors for NAICS 334413
Ranked by positive obligations in the latest 12 months. Share is of all positive obligations in this market.
| # | Contractor | Latest 12 mo | Prior 12 mo | Share | Rank change |
|---|---|---|---|---|---|
| 1 | Globalfoundries U.S. 2 LLC | $88.0M | $81.6M | 62.7% | — |
| 2 | Gentex Corporation | $8.9M | $1.4M | 6.3% | ▲ 8 |
| 3 | Microchip Technology Inc | $5.0M | $26K | 3.6% | ▲ 224 |
| 4 | Triman Industries Inc | $3.4M | $1.1M | 2.4% | ▲ 12 |
| 5 | Lintech Components Co. Inc. | $1.9M | $2.5M | 1.3% | ▼ 1 |
| 6 | JO-Kell Inc. | $1.5M | $1.1M | 1.1% | ▲ 9 |
| 7 | Intelligent Manufacturing Solutions, LLC | $991K | $0 | 0.7% | New |
| 8 | MIL-Aero Solutions Inc | $944K | $1.6M | 0.7% | ▲ 1 |
| 9 | Wamco, Inc. | $869K | $278K | 0.6% | ▲ 42 |
| 10 | Semtex Industrial Corp | $858K | $668K | 0.6% | ▲ 13 |
| 11 | Hensoldt Inc | $830K | $0 | 0.6% | New |
| 12 | Avnet, Inc. | $830K | $1.2M | 0.6% | — |
| 13 | Washington Foundries Inc | $819K | $570K | 0.6% | ▲ 17 |
| 14 | Electrical Products Sales Corp. | $809K | $757K | 0.6% | ▲ 6 |
| 15 | Standard Calibrations Inc | $807K | $217K | 0.6% | ▲ 48 |
What changed in the last 12 months
Contractors with the largest change in reported obligations versus the preceding 12 months.
Largest gains
- Gentex Corporation$1.4M → $8.9M (+$7.5M) · now #2
- Globalfoundries U.S. 2 LLC$81.6M → $88.0M (+$6.4M) · now #1
- Microchip Technology Inc$26K → $5.0M (+$5.0M) · now #3
Largest declines
- BAE Systems Information and Electronic Systems Integration Inc.$17.1M → $734K (−$16.3M) · now #18
- General Micro Systems, Inc$3.6M → $0 (−$3.6M) · no latest-period obligations
- Bogue Systems Inc$1.9M → $0 (−$1.9M) · no latest-period obligations
New to this market
82 contractors received their first obligations in this market (since FY2022) during the latest 12 months. The largest:
| Contractor | First obligation | Latest 12 mo |
|---|---|---|
| Intelligent Manufacturing Solutions, LLC | May 11, 2026 | $991K |
| AMZ Alabama Inc. | Nov 14, 2025 | $348K |
| Innovative Scientific Solutions Inc | Dec 8, 2025 | $288K |
| American Microsemiconductor Inc | May 18, 2026 | $179K |
| Kratos Microwave, Inc. | Oct 24, 2025 | $154K |
| Ensil Technical Services Inc. | Jan 21, 2026 | $153K |
| Honeywell International, Inc. | Jul 2, 2026 | $141K |
| Plasmatreat USA Inc. | Apr 22, 2026 | $135K |
Where the money comes from
Funding sub-agencies within the Department of Defense, latest 12 months. The funding organization can differ from the office that runs the requirement.
| Funding sub-agency | Latest 12 mo | Prior 12 mo | Change |
|---|---|---|---|
| Defense Microelectronics Activity | $93.6M | $82.1M | Up $11.4M (13.9%) |
| Defense Logistics Agency | $30.5M | $39.5M | Down $9.1M (22.9%) |
| Department of the Air Force | $9.2M | $2.0M | Up $7.2M (351.7%) |
| Department of the Navy | $3.6M | $14.4M | Down $10.7M (74.6%) |
| Defense Advanced Research Projects Agency | $736K | $750K | Down $14K (1.9%) |
| Department of the Army | $671K | $17.0M | Down $16.3M (96.0%) |
Potential recompetes
Large awards in this market whose current period of performance ends in the next 18 months. Treat these as research leads: options, extensions, and follow-on vehicles often change the timing.
| Award | Incumbent | Obligated | Current end |
|---|---|---|---|
| SPE7M526C0001 | Triman Industries Inc 8511843326!MICROCIRCUIT,LINEAR | $1.2M | Dec 3, 2026 |
| N0010425PJC53 | GE Energy Power Conversion USA Inc. MODULE,MACHINE BRID | $1.5M | Feb 16, 2027 |
| N0002424CS018 | Attollo Engineering, LLC BASE | $1.7M | Mar 18, 2027 |
| HQ072726FE051 | Globalfoundries U.S. 2 LLC THE TRUSTED FOUNDRY ACCESS (TFA) CONTRACT ACQUIRED SUPPLIES ASSOCIATED WITH APPLICATION SPECIFIC INTEGRATED CIRCUITS. (ASIC) | $26.5M | Mar 31, 2027 |
| FA860624FB004 | Gentex Corporation AIRCREW LASER EYE PROTECTION (ALEP) NIGHT SPECTACLES DELIVERY ORDER | $10.0M | Jun 11, 2027 |
| 140D0425C0097 | Cambridge Terahertz Inc RESEARCH AND DEVELOPMENT | $1.5M | Sep 25, 2027 |
| W56KGY25F0158 | BAE Systems Information and Electronic Systems Integration Inc. PROVIDE ALL PERSONNEL, EQUIPMENT, SUPPLIES, FACILITIES, TOOLS, MATERIALS, SUPERVISION, AND OTHER ITEM AND NON-PERSONAL SERVICES NECESSARY TO PERFORM THE CONTRACTOR SUPPORT OF THE… | $16.4M | Sep 30, 2027 |
| FA860625FB003 | Gentex Corporation AIRCREW LASER EYE PROTECTION, DAY/NIGHT BALLISTIC SPECTACLES DELIVERY ORDER | $1.7M | Dec 30, 2027 |
Common questions
Who are the top DoD contractors for NAICS 334413?
In the latest 12 months, Globalfoundries U.S. 2 LLC ($88.0M), Gentex Corporation ($8.9M), Microchip Technology Inc ($5.0M) received the most DoD obligations for semiconductor and related device manufacturing.
How concentrated is this market?
The eight largest primes held 78.9% of positive obligations, and Globalfoundries U.S. 2 LLC alone held 62.7%. 82 contractors won their first obligations in this market during the latest 12 months.
Are any large DoD NAICS 334413 contracts ending soon?
8 of the largest awards in this market reach their current end date in the next 18 months. The first is SPE7M526C0001 (Triman Industries Inc, $1.2M obligated), ending Dec 3, 2026. An end date is a research lead, not a confirmed recompete: options and extensions often move it.
Related markets
Figures are net obligations on prime contracts (award types A–D) from USAspending.gov, grouped by funding agency and the NAICS code on each award. Net obligations include deobligations and corrections, so they can differ from positive-obligation totals. See methodology.
Ready to connect your pursuit work?
GovEagle gives BD directors, capture managers, and proposal teams one AI workspace from pipeline through proposal, with CMMC/FedRAMP Certified compliance built in.