INDUSTRY REPORTS
AI infrastructure & industry, autonomous driving, robotics, and drones & defense. These are the published pieces from the weekly news briefings and industry analysis in IFE Industry Monitor.
Drones & Defense · News Briefing
The US widened its counter-drone contracting frameworks through JIATF-401 and DHS, RTX posted a record order backlog, and Ukrainian long-range drones shut down four Moscow airports in a single night. Meanwhile, China is moving exports of motors, propellers and flight control to a licensing system from 11/18, and in the US some 150 new drone programs are halted under a continuing resolution.
Drones & Defense · Weekly Analysis
From 11/18 China will require licenses for exports of high-performance motors, propellers and flight controllers. After the US FCC rule blocked Chinese logic components, procurement of propulsion is now also becoming difficult. Cases showing counter-drone demand continued as Ukrainian long-range drones shut down Moscow's airports for a night, but the US budget is under a continuing resolution and about 150 new starts are stalled.
