Shared factories, a huge safety risk

When every side sources from the same factories, the line between partner and opponent blurs. Ukraine’s reliance on shared supply chains exposes a deeper risk — one that Europe can no longer afford to ignore.

Ukraine’s defence industry has grown at record speed, producing over 9 billion USD worth of equipment this year. But behind that success lies a quiet dependency. Almost every drone used in Ukraine contains Chinese-made components. Electronics, chips, and motors sourced from the same factories that also serve Russia.

This shared supply chain is more than an economic problem. It is a strategic vulnerability.

China has already started restricting exports of dual-use goods and drone parts, tightening control over what leaves the country. Ukrainian importers now rely on intermediaries and loopholes that exist only as long as Beijing allows them.

In any future escalation between China and the West, this could mean an immediate shutdown of critical supply lines. The same parts that power Ukrainian defence could suddenly become unavailable, or worse, redirected.

Europe must not repeat this mistake. Dependence on shared factories means dependence on shared risks.

Supply chains are not neutral. They decide which side you can fight on.

At Componentas, we believe resilience starts with transparency.

Our goal is to connect European developers and verified manufacturers to build a secure, traceable supply chain for unmanned technologies.

If your project depends on reliability, data integrity, and local sourcing, explore how we can work together to strengthen Europe’s technological independence.