Chinese Gallium Access Constrained for US Industry

 SMT Corp is looking forward to attending the upcoming BAE Systems/ AVCOM meeting and connecting with industry partners across the aerospace and defense community. Representing SMT Corp onsite will be Kevin Williams, Andrew Toth, and Lead Engineer John Kaminski, who will be presenting on: “Counterfeit and Clone Component Fingerprinting Using RAMAN and FTIR Spectroscopy��. The session will explore advanced analytical techniques used to identify counterfeit and cloned electronic components, supporting stronger quality assurance and supply chain integrity within mission-critical applications. We look forward to the discussions, collaboration, and sharing insights with others across the industry. #Defense #Electronics #CounterfeitMitigation #SupplyChain #Aerospace #SMTCorp

Titomic (ASX: TTT) is relocating to the US defence corridor in Huntsville, Alabama, positioning its cold spray technology closer to Pentagon supply chains and North American capital markets. #ASX #DefenseTech #AdvancedManufacturing #AUKUS https://lnkd.in/gVPC6gQ4

While military, defense and aerospace are driving a lot of momentum in advanced PCB technology today, other critical sectors such as electromedical devices are pushing the limits of FPCB manufacturing even further. Proud to announce the qualification of the second InduBond Xpress installation in Japan with Yamashita Material Corporation. Advanced medical applications using complex materials such as LCP demand extreme process precision, reliability and lamination uniformity — exactly where InduBond technology performs. Another important milestone in one of the world’s most demanding electronics manufacturing markets. #InduBond #FPCB #LCP #MedicalDevices #ElectronicsManufacturing #PCB #Japan #AdvancedManufacturing

Ben Mendoza will be speaking this Tuesday, May 5th at 9:30am at the Space Parts Working Group (SPWG). He’ll be covering a timely topic as the industry continues to balance rapid commercial semiconductor innovation with the rigorous demands of military and aerospace applications—particularly in reliability, packaging, and long-term performance. Great to see leadership from Promex and QP Technologies contributing to this important conversation. Learn more: https://lnkd.in/eXk6GqE5 #Promex #QPTechnologies #Microelectronics #MilAero #Defense

💡 𝗠𝗲𝘁𝗮𝗹 𝗣𝗼𝘄𝗱𝗲𝗿 𝗪𝗼𝗿𝗸𝘀 𝗷𝗼𝗶𝗻𝘀 𝗨𝗞 𝗱𝗲𝗳𝗲𝗻𝗰𝗲 𝘀𝘂𝗽𝗽𝗹𝘆 𝗰𝗵𝗮𝗶𝗻 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝘁𝗶𝘁𝗮𝗻𝗶𝘂𝗺 𝗮𝗱𝗱𝗶𝘁𝗶𝘃𝗲 𝗺𝗮𝗻𝘂𝗳𝗮𝗰𝘁𝘂𝗿𝗶𝗻𝗴 Metal Powder Works (MPW) has received a purchase order from the UK Ministry of Defence (MoD) for a titanium component produced using its proprietary DirectPowder process. The order falls under Project TAMPA, the MoD’s flagship programme advancing additive manufacturing (AM) within defence supply chains, and marks MPW’s first participation in a NATO‑aligned production network. ➡️ Our analyst Accolade Tiisetso Motlhabane shares more detail and her insights on our website: https://lnkd.in/ewBSYEBc ➡️ Project Blue's 𝗧𝗶𝘁𝗮𝗻𝗶𝘂𝗺 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗦𝗲𝗿𝘃𝗶𝗰𝗲 provides detailed and forward-looking market intelligence for supply, demand, prices and costs to support strategic decisions - speak to our team to learn more: https://lnkd.in/eWQGiKgm #titanium #criticalmaterials

Crescent Manufacturing Fasteners — Burlington, CT Our Anchored in America spotlight continues with Crescent Manufacturing, a U.S. producer of high‑precision cold‑headed fasteners for aerospace, defense, electronics, and medical applications. Crescent strengthens domestic supply chain resilience by manufacturing mission‑critical components right here at home. Read their full feature in the new issue of American Fastener Journal, at www.fastenerjournal.com

“This work builds on Everspin’s long history supporting U.S. DoW programs where performance, reliability, longevity and U.S. domestic production are critical,” said Sanjeev Aggarwal, President and Chief Executive Officer of Everspin Technologies. “Everspin’s MRAM solutions are used in military and aerospace applications because they deliver consistent performance over time, and this work allows us to continue advancing technology to meet evolving program requirements.” #Everspin #MRAM #Semiconductors #DefenseTech #MemoryTechnology #NonVolatileMemory #ChipInnovation #AerospaceTech #AIInfrastructure #SemiconIndustry https://lnkd.in/dMs4CktH

For demanding aerospace and defense applications, our new DLA 15010 series of wet tantalum capacitors delivers superior energy density — up to 2 J/cc — with extended ratings, hermetic sealing, and proven reliability at 85 °C and 125 °C. Check out our latest Fast Facts at https://lnkd.in/g7EvfPuc to learn more about the devices. #capacitors

Operation Epic Fury made one thing inescapable: the U.S. defense industrial base cannot meet surge demand. The math is brutal. Peacetime Tomahawk production: 90/year. Actual burn rate: 850 in 4 weeks. That's 9x annual capacity consumed in a month. Expand across all 35 munition types expended in the first 96 hours and you're looking at multi-year production equivalents vaporized in the opening phase of a single theater campaign. The Pentagon could not replenish for follow-on operations. Other theater combatant commands went under-resourced. Operational dominance on Day 1 became constraining by Day 15. This is the defense industrial base crisis in one metric: structural capacity mismatch. What the article makes clear but doesn't articulate as VC opportunity: The large primes (Raytheon, Lockheed, RTX) are constrained not by their own production lines but by sole-source sub-tier bottlenecks. They cannot scale faster than their critical component suppliers. Neither of these layers has economic incentive to over-build capacity in peacetime. Congress will not fund phantom production lines. The math doesn't work at scale without demand signals. Ergo: the rate limiter sits in the substrate. Advanced electronics, propulsion stages, guidance systems, specialized metallurgy, power systems, many of these come from suppliers with one qualified source across the entire defense industrial base. This is where defense VC operates differently than large primes. Large primes optimize for margin on awarded contracts. They bid against each other. VC bets on supplier resilience and substrate redundancy. A VC thesis here is: which component chokepoints can be solved by bringing alternative suppliers to production readiness in advance of crisis? Investing in dual-source capability before demand exists (commercial qualification then rapid-qualified defense integration) *Hybrid commercial-military supply chain models that de-risk sole-source reliance *Rapid qualification pathways for manufacturing agility (automation, advanced materials, additive for critical subassemblies) *Lower-cost alternatives that compress system costs and increase volumetric production (one-way attack drones, commercial COTS integration) *The primes will not do this themselves. Their incentive structure runs counter to pre-positioned redundancy. Epic Fury just proved that deterrence and warfighting power rest not only on overwhelming initial firepower but on industrial surge capacity. That's not won in the primes' margin optimization playbook. The rate limiter is no longer operational overmatch. It's how fast you can make more. https://lnkd.in/gf5R9Rmg

A few months ago ago, Lockheed Martin’s F-35 production was suspended over Chinese magnets. Not rare earths. Not guidance chips. Magnets. Ryan Mcbeth breaks down why weapon systems cost so much, and the real answer isn’t what most people expect. Once you decide domestic or allied sourcing matters, your options narrow fast. Qualified suppliers drop out. Costs rise. Lead times stretch. Capacity becomes strategic. That logic applies to magnets. And it goes one layer deeper. The constraint isn’t just raw material. It’s whether the manufacturing base exists to turn material into qualified product at scale. Material prep and mixing. Compaction and pressing. Sintering and thermal processing. Grinding, coating, magnetization, QA. That stack is not hypothetical. You can already see it in the OEM landscape. - Eirich on material prep. - Gasbarre and Osterwalder on compaction. - PVA TePla, Ipsen, Nabertherm, Centorr, and ECM Technologies across sintering and thermal processing. - Brockhaus on magnetic measurement and QA. All of it searchable on Diagon today. The thing standing between the US and a more resilient magnet supply chain isn’t policy language. It’s things like sintering ovens. If you want trusted magnet supply, the question isn’t only where the raw material comes from. It’s whether the equipment base exists to press, sinter, finish, magnetize, and validate at meaningful scale. That is the layer of the conversation that deserves more attention. https://lnkd.in/gnarKAUC Source in comments: The New York Times