📈 Industry Trends
Industry Trends
Market analysis, regulatory changes, spectrum allocation updates, supply chain developments, trade shows, and technology forecasts.
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Regulation
Spectrum Allocation
Supply Chain
Trade Shows
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Industry Trends
Semiconductors / GaN
The GaN Revolution: Why Gallium Nitride Is Replacing GaAs Across Defense and Satcom
Material physics, power density advantages, defense program adoption, and what the GaN transition means for the passive component chain.
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Regulation / Spectrum
The Spectrum Crunch: How the 3.1-3.45 GHz Band Fight Is Reshaping RF Infrastructure
The DoD vs. commercial 5G spectrum sharing battle, CBRS precedent, and the coexistence hardware requirements driving new component demand.
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Satellite / Supply Chain
LEO Mega-Constellations and the Ground Segment Bottleneck
What 50,000+ LEO satellites mean for ground station RF hardware demand, the V-band transition, and domestic manufacturing capacity.
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Manufacturing / Policy
The CHIPS Act and RF Supply Chain Reshoring: Where American Manufacturing Stands in 2026
GaN foundry investment, passive component reshoring, ITAR compliance acceleration, and the new competitive landscape for domestic RF manufacturers.
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