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Ensilica #ENSI $ENSIF It’s a hidden gem at these prices.
As per their RNS yesterday, they are working closely with AST SpaceMobile continues to advance its vision of delivering broadband connectivity directly to ordinary smartphones from space. Recent industry developments, including growing support from major mobile network operators, reinforce the potential for direct-to-device services to become a significant new communications market.
In its latest milestone, AST SpaceMobile has scheduled the launch of three next-generation BlueBird satellites for 17 June 2026, aboard a SpaceX Falcon 9 from Cape Canaveral, having recently secured US regulatory authorisation to provide direct-to-device cellular broadband nationwide.
EnSilica was selected in 2021 to support the development of a next-generation custom ASIC for AST SpaceMobile's space-based cellular broadband network, which is designed to work with everyday smartphones.
EnSilica has deep experience in advanced satellite-communication semiconductors and continues to see growing opportunities across both satellite payload and user-terminal markets as demand for non-terrestrial networks accelerates. As this large and fast-growing market scales, engagements like these have the potential to convert into long-term, high-volume silicon supply revenue.
Customer Spotlight - Oriole Networks
Artificial Intelligence is creating unprecedented demand for data-centre performance and energy efficiency.
Recently, Oriole Networks announced deployment of what it describes as the world's first large-scale pure photonic AI network, developed in collaboration with AMD as part of the UK's ARIA Scaling Inference Lab. The technology uses optical networking to move data using light rather than electrical signals, significantly reducing power consumption while improving utilisation of AI infrastructure.
EnSilica is developing a photonics controller ASIC for Oriole and is engaged with additional photonics opportunities as AI-driven demand for high-speed optical networking continues to grow. As an early-stage design partner, EnSilica is well positioned to scale this engagement into volume production supply as AI infrastructure investment expands, representing a substantial potential new revenue stream.
Automotive & Industrial Momentum
Alongside these emerging growth markets, EnSilica continues to build a substantial portfolio of long-term semiconductor supply programmes.
A highlight during the year was the award of a new $75 million multi-year automotive semiconductor supply contract with a leading European Tier-1 supplier, adding to a portfolio that now includes more than 10 million automotive ASICs shipped and multiple long-term automotive and industrial supply programmes. On the industrial side, EnSilica supplies custom ASICs to Siemens, a leading global industrial OEM.
These programmes demonstrate the Company's growing ability to convert engineering expertise into recurring semiconductor supply revenues, underpinning a growing contracted order book and improving long-term revenue visibility. Automotive qualification cycles are long and demanding, creating high barriers to entry and typically resulting in multi-year programme lifecycles once a design is secured.
Looking Ahead as EnSilica enters its next chapter, the Company remains focused on building Europe's premier application-specific semiconductor company and on translating its expanding portfolio of design wins into sustainable revenue growth and long-term value for shareholders.

Ensilica #ENSI $ENSIF It’s a hidden gem at these prices.
As per their RNS yesterday, they are working closely with AST SpaceMobile continues to advance its vision of delivering broadband connectivity directly to ordinary smartphones from space. Recent industry developments, including growing support from major mobile network operators, reinforce the potential for direct-to-device services to become a significant new communications market.
In its latest milestone, AST SpaceMobile has scheduled the launch of three next-generation BlueBird satellites for 17 June 2026, aboard a SpaceX Falcon 9 from Cape Canaveral, having recently secured US regulatory authorisation to provide direct-to-device cellular broadband nationwide.
EnSilica was selected in 2021 to support the development of a next-generation custom ASIC for AST SpaceMobile's space-based cellular broadband network, which is designed to work with everyday smartphones.
EnSilica has deep experience in advanced satellite-communication semiconductors and continues to see growing opportunities across both satellite payload and user-terminal markets as demand for non-terrestrial networks accelerates. As this large and fast-growing market scales, engagements like these have the potential to convert into long-term, high-volume silicon supply revenue.
Customer Spotlight - Oriole Networks
Artificial Intelligence is creating unprecedented demand for data-centre performance and energy efficiency.
Recently, Oriole Networks announced deployment of what it describes as the world's first large-scale pure photonic AI network, developed in collaboration with AMD as part of the UK's ARIA Scaling Inference Lab. The technology uses optical networking to move data using light rather than electrical signals, significantly reducing power consumption while improving utilisation of AI infrastructure.
EnSilica is developing a photonics controller ASIC for Oriole and is engaged with additional photonics opportunities as AI-driven demand for high-speed optical networking continues to grow. As an early-stage design partner, EnSilica is well positioned to scale this engagement into volume production supply as AI infrastructure investment expands, representing a substantial potential new revenue stream.
Automotive & Industrial Momentum
Alongside these emerging growth markets, EnSilica continues to build a substantial portfolio of long-term semiconductor supply programmes.
A highlight during the year was the award of a new $75 million multi-year automotive semiconductor supply contract with a leading European Tier-1 supplier, adding to a portfolio that now includes more than 10 million automotive ASICs shipped and multiple long-term automotive and industrial supply programmes. On the industrial side, EnSilica supplies custom ASICs to Siemens, a leading global industrial OEM.
These programmes demonstrate the Company's growing ability to convert engineering expertise into recurring semiconductor supply revenues, underpinning a growing contracted order book and improving long-term revenue visibility. Automotive qualification cycles are long and demanding, creating high barriers to entry and typically resulting in multi-year programme lifecycles once a design is secured.
Looking Ahead as EnSilica enters its next chapter, the Company remains focused on building Europe's premier application-specific semiconductor company and on translating its expanding portfolio of design wins into sustainable revenue growth and long-term value for shareholders.