DFM Platform

Theme · 139 published threads

Semiconductors & Microelectronics

Semiconductors and defence microelectronics — photonics, GaN, SiC, RISC-V, secure chips, sensors, foundries and compute sovereignty for defence.

Threads under this theme examine semiconductors and defence microelectronics — photonics, GaN, SiC, RISC-V, secure chips, sensors, foundries and compute sovereignty for defence.

What this theme tracks

  • European foundries and specialty semiconductor manufacturing
  • GaN, SiC, photonics, RISC-V and radiation-hardened microelectronics
  • Secure chips, sensors and compute sovereignty for defence
  • Supply-chain bottlenecks and investment across the microelectronics base

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Top threads

Strategic Autonomy

Extreme Light Infrastructure (ELI)

Founded by researchers in 1992, Ekspla of Vilnius, Lithuania, has quietly built a reputation for cutting-edge lasers. By drawing on its Baltic academic roots and a long-standing partnership with the Extreme Light…

Strategic Autonomy

Arquimea: Strategic-Technological Analysis

Arquimea is an independent Spanish technology group that has quietly become a pivotal player in Europe’s defense and aerospace sectors. Specializing in niche high-tech fields—from radiation-hardened microelectronics to…

Strategic Autonomy

European Sovereign Compute for Defence AI

European military AI sovereignty cannot be assessed only at the level of models, algorithms or defence applications. Its first constraint is compute. Training, fine-tuning, deploying and operating AI systems for defence…

Strategic Autonomy

Europe’s Semiconductor Sovereignty

Semiconductors have become one of the decisive tests of European strategic autonomy. Europe cannot sustain credible independence in AI, defence systems, space infrastructure, secure communications, automotive…

Strategic Autonomy

Europe’s Sovereign Compute Capacity

Europe’s AI challenge is no longer confined to model development, software talent or regulatory design. It is becoming an infrastructure question. Advanced AI depends on access to supercomputers, accelerators, data…

Strategic Autonomy

Kalray – Strategic-Technological Analysis

Kalray is a French semiconductor innovator that has quietly become a linchpin in Europe’s quest for digital sovereignty. Founded in 2008 as a spin-off from France’s CEA research labs, Kalray develops high-performance…

Strategic Autonomy

European AESA T/R Module Supply Chain

Europe’s radar recapitalisation is entering a phase in which the decisive constraint is no longer confined to platforms, antenna design or prime-contractor integration. The critical layer sits deeper in the…

Strategic Autonomy

Microamp Solutions Poland 5g Mmwave

Microamp Solutions is a Polish deep-tech company at the forefront of Europe’s push into ultra-fast wireless communication. Specializing in millimeter-wave (mmWave) 5G networks, it delivers private connectivity solutions…

Strategic Autonomy

Arralis Strategic Enabler Of European

Arralis is a European technology company pioneering advanced millimeter-wave radar and satellite communication systems. Its expertise in high-frequency RF microelectronics has propelled it to the forefront of…

Strategic Autonomy

Avoptics LTD European Defense Photonics

AVoptics Ltd is a little-known powerhouse in photonics technology, forging crucial links in Europe’s defense innovation chain. Headquartered in the UK, this specialist firm provides advanced fibre-optic and optical…

Strategic Autonomy

Rotoniums Tunnel Oam Technology Anti

Rotonium is an Italian deeptech startup headquartered in Padova, Italy, developing photonic quantum computing and orbital angular momentum (OAM) communications technologies. Its core value proposition is the use of OAM…

Strategic Autonomy

Strategic-Technological Assessment Of IQE PLC

IQE plc occupies a strategically significant position within the defence and dual-use technology ecosystem because it operates at a layer of the industrial stack that is rarely visible but often decisive: the production…

Strategic Autonomy

Dual Use by Design or by Default

The European Union has moved rapidly from treating semiconductors as a supply-chain vulnerability exposed by the 2020–2022 shortage to framing them as a strategic asset embedded in technological sovereignty and defence…

Strategic Autonomy

Sovereign Compute for European Defence

Europe’s defence autonomy can no longer be assessed only through platforms, budgets, procurement cycles and industrial capacity. Modern military power increasingly depends on the computational layer through which…

Company Relevance

Vitrealab – Quantum Photonics

Vitrealab is an Austrian deep-tech spin-off from the University of Vienna’s quantum optics group, developing a novel “Quantum Light Chip” for AR/VR display engines. The startup’s core innovation is a photonic integrated…

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