Legacy aerospace and satellite platforms face rising connectivity demands. Filtronic CTO Tudor Williams explains how solid-state power amplifiers can replace travelling wave tube amplifiers, improving reliability, reducing maintenance, and enabling higher-throughput links without the cost and complexity of full platform redesigns.
March exposed where power in electronics now truly sits globally. Silicon still set the pace, but memory, power, optics, packaging, and design infrastructure increasingly shaped who could build, ship, and scale.
AI demand redrew February’s electronics map, from silicon outward again. Memory bandwidth, advanced packaging, and power conversion pulled tighter into the critical path, while export controls and obscure materials added fresh friction. February’s most consequential moves were less about product launches than about who can actually build, ship, and support performance.
AI data centres are turning NAND into a scarce resource. Phison is warning of a 2026 squeeze as enterprise SSD demand accelerates for inference, vector search, and cold-tier storage. With suppliers prioritising margin and process transitions limiting bit growth, embedded buyers may find eMMC and UFS harder to source.
January’s electronics agenda narrowed around power, packaging, and policy constraints. CES announcements pushed compute into rack-scale platforms, while memory supply and advanced packaging capacity dictated what could realistically ship. Export controls and EU security obligations tightened the design perimeter around compliance, updateability, and regional configuration management.