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08:40
May 16
Damnang Substack author, Damnang’s Substack Damnang’s Substack
Filtronic is named as one of only two companies with 'officially confirmed' supply relationship to SpaceX and strong revenue sensitivity. The article places it alongside STM as a prime beneficiary of
Filtronic is named as one of only two companies with 'officially confirmed' supply relationship to SpaceX and strong revenue sensitivity. The article places it alongside STM as a prime beneficiary of SpaceX's semiconductor consumption across terminals, satellites, and ground stations. Risk: Same internalization risk as STM; Filtronic's revenue could be squeezed if SpaceX develops its own RF modules or moves chip production in-house.
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About FILTRONIC Analyst Coverage

Buzzberg tracks FILTRONIC across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Damnang.