European Union

Drones & Autonomy · News

ESA Funds Ondas-Backed Drone Maker to Fly 10 Minutes Without GPS

The European Space Agency has provided funding to an Ondas-backed drone manufacturer to develop the capability for uncrewed aerial vehicles to fly for ten minutes without GPS.

Why it matters: Developing GPS-denied flight capabilities is critical for drone operations in contested environments where electronic warfare and signal jamming are prevalent.

Semiconductors · Investment

Deutsche Bank Calls Infineon Pullback Overdone as Brussels Clears EUR 319 Million for Villach GaN Plant

Deutsche Bank has stated that the recent pullback in Infineon shares is overdone. Meanwhile, the European Commission has cleared EUR 319 million in funding for Infineon's gallium nitride plant in Villach.

Why it matters: The clearance of EUR 319 million in public funding for the Villach gallium nitride plant directly supports semiconductor manufacturing capabilities within the European Union, impacting the regional chip sector and supply chain.

AI & Compute · Policy

Can EU-China AI talks survive Huawei bans and new export controls?

Questions arise over the viability of EU-China artificial intelligence discussions amid ongoing Huawei bans and the implementation of new export controls.

Why it matters: Regulatory measures and trade restrictions such as Huawei bans and export controls directly impact European technological engagement and policy with China in the artificial intelligence sector.

Defence Tech · Policy

EU Approves $5.4B for Ukraine Military Aid Reimbursements and Training

The European Union has approved $5.4 billion to fund military aid reimbursements and training for Ukraine.

Why it matters: This substantial financial package from the European Union directly supports Ukraine's military capabilities through structured aid reimbursements and training programmes, impacting European defence supply chains and security cooperation.

Defence Tech · Policy

Commission invites Member States to use €21.3 billion under SAFE to boost Defence Readiness

The European Commission has invited Member States to utilise €21.3 billion under the SAFE initiative to enhance defence readiness and provide support to Ukraine.

Why it matters: This funding mechanism provides significant financial resources for European Member States to strengthen their defence capabilities and maintain support for Ukraine.

Defence Tech · News

Israeli military firms use European subsidiaries to obscure ties and expand

A report finds that Israeli military companies are utilising European subsidiaries to obscure their connections and facilitate expansion.

Why it matters: This highlights how European jurisdictions are utilised by foreign defence firms to alter their corporate visibility and market reach, with potential implications for European regulatory oversight and industry transparency.

AI & Compute · Analysis

US vs China: As the world splits into AI blocs, where does Europe stand?

An analysis examines Europe's position as the global artificial intelligence landscape divides into competing US and Chinese blocs.

Why it matters: Understanding Europe's positioning between competing US and Chinese artificial intelligence blocs is critical for policy professionals and industry leaders navigating future technology governance, markets, and security alignment.

Defence Tech · Investment

Europe's Eastern Flank invests more in defence tech than the US, NATO and Europe

Recent data indicates that Europe's Eastern Flank is investing more in defence technology than the US, NATO and the wider European grouping.

Why it matters: This significant shift in defence technology investment patterns highlights the growing focus on security and military capabilities across Europe's eastern borders.

Defence Tech · Analysis

Europe's Refining Reversal: Energy Security, Defence Readiness and Lost Industrial Capacity

Europe faces challenges regarding energy security and defence readiness following the loss of industrial refining capacity.

Why it matters: The loss of refining capacity impacts industrial capabilities relevant to European energy security and defence readiness, affecting the broader dual-use sector.