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HENSOLDT signs long-term supply deal with UMS
What happened
HENSOLDT signed a long-term supply agreement with United Monolithic Semiconductors (UMS) for 900,000 gallium nitride components to be delivered by 2030. The deal secures supply for HENSOLDT's defense radar systems. Neutral: This locks in long-term demand for UMS's GaN components but does not indicate an immediate market-wide supply/demand imbalance.
Impact and signal
Medium impactImpact score: 45/100
Affected components and suppliers
Gallium Nitride (GaN) components
United Monolithic Semiconductors GmbHHENSOLDT
long-term-agreementdemand-lock-in
Source and time
Source: Semiconductor Today · 3/20/2026 · View original source
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