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Semiconductors · Policy

ACEA Publishes Position Paper on Chips Act 2.0

The European Automobile Manufacturers' Association has released a position paper regarding the Chips Act 2.0.

Why it matters: This position paper from the automotive sector highlights industry perspectives on European semiconductor legislation, which is critical for the supply chains of dual-use technologies relying on advanced chips.

Drones & Autonomy · News

EU announces two new drone technology hubs, backed by Ukrainian know-how

The European Union has announced the establishment of two new drone technology hubs that will incorporate Ukrainian expertise.

Why it matters: Integrating Ukrainian know-how into new EU drone technology hubs bridges European defence policy and operational experience from the conflict in Ukraine, directly impacting the development of European uncrewed systems.

Space · Industry

Filtronic Secures New GEO Satellite Contract Amid SpaceX Orders and Defence Demand

Filtronic has secured a new geostationary Earth orbit satellite contract, supported by ongoing SpaceX orders and defence demand, underpinning growth towards financial year 2027.

Why it matters: The contract win and sustained demand from both commercial space leaders and the defence sector highlight ongoing commercial opportunities for European suppliers in satellite communications and defence markets.

Photo: NASA / Unsplash
Space · Investment

EIB and Deutsche Bank Partnership Backs €560m Investment in EU Space Businesses

The European Investment Bank and Deutsche Bank have established a partnership backing a €560 million investment in European Union space businesses.

Why it matters: This financing partnership provides substantial capital backing for EU space businesses, supporting the development and scaling of capabilities within the European space sector.

Photo: Umberto / Unsplash
Drones & Autonomy · Investment

Arctic RAVN Secures €2.5M to Scale Drone Electronics Production

Arctic RAVN has raised €2.5 million to scale its drone electronics production and strengthen European supply chains.

Why it matters: This funding enables Arctic RAVN to expand its manufacturing capabilities, directly contributing to the scaling of drone electronics production and the resilience of European supply chains within the sector.

Drones & Autonomy · News

Kuwait buys UK-made anti-drone shield

Kuwait has purchased a UK-made anti-drone shield, prompting questions about potential inspiration for the European Union.

Why it matters: This export of a UK-made anti-drone shield to Kuwait highlights international demand for British counter-unmanned aerial systems technology, offering a potential point of comparison for European capability development.

Defence Tech · Analysis

Europe's defence investment boom demands a new deal playbook

An analysis from McDermott Will & Schulte highlights how Europe's ongoing defence investment boom requires a new approach to deal-making.

Why it matters: Changes in investment patterns and deal-making playbooks impact how capital is deployed across the European defence and dual-use sector, influencing market structures and corporate strategy for industry leaders and investors.

Space · Industry

Eutelsat expects $11 billion revenue after EU's Starlink rival comes online

Eutelsat anticipates reaching $11 billion in revenue following the launch of the European Union's rival system to Starlink.

Why it matters: The development highlights major commercial projections for European satellite communications operators as the European Union deploys its sovereign alternative to Starlink, impacting the competitive landscape of the European space sector.

Semiconductors · Industry

Infineon Invests EUR 1.1 Billion in Austrian GaN Operations Amid New Partnerships

Infineon has announced a EUR 1.1 billion investment in gallium nitride operations in Austria, alongside developments involving Enphase and NVIDIA.

Why it matters: Significant capital commitments into European semiconductor and wide-bandgap materials production directly affect the regional supply base for advanced power electronics critical to industrial and dual-use applications.