A curated bulletin of industry news across the eight deep-technology sectors SOLOMON PARTNERS covers — the capital flows, policy shifts, and technical milestones our partners are tracking. Updated as the record develops.
Seoul has laid out a sweeping industrial strategy centered on semiconductors and artificial intelligence, with public and private investment approaching US$1.2 trillion — including an 18.4GW AI data-center buildout by 2035 and a first 8.4GW phase, led by SK, GS, and Naver, targeted for 2029. For every sector we cover, this is the capital backdrop of the decade.
Filter by sector, or search the bulletin. Each item opens a SOLOMON PARTNERS briefing — a summary of the development and our read on what it means.
The Houston company raised a Mercury Fund–led round, joined by Lockheed Martin Ventures, to test its Rotating Detonation Rocket Engine.
Via TechCrunchRead the briefing →A 5,500lb-class turbofan and a 1,400hp turboprop for uncrewed aircraft — a first step toward ending reliance on imported aero engines.
Via KED GlobalRead the briefing →Allies will invest over five years in counter-UAV defenses, drone procurement, and operator training — a coordinated NATO approach.
Via Army RecognitionRead the briefing →Naver, Naver Cloud, and Korea Aerospace Industries will develop defense AI for drones, AI pilots, and next-generation combat systems.
Via UPIRead the briefing →HSBC, UBS, Wells Fargo, and Citi are among the banks preparing live transactions with tokenized assets on Swift's new blockchain platform.
Via Wealth Solutions ReportRead the briefing →The group introduced internal stablecoin transfers as regulators reframe blockchain as market infrastructure.
Via Wealth Solutions ReportRead the briefing →The company will list via SPAC merger, becoming the first pure-play humanoid robotics name on public markets.
Via TechCrunchRead the briefing →The autonomous-drone maker's round was co-led by Blackstone, Noteus, Airbus, and Advent.
Via CNBCRead the briefing →The largest foreign listing in American history — paired with an US$8.6bn commitment for ASML EUV lithography systems.
Via FTC Electronics WeeklyRead the briefing →Ground broken on a major New York fab, record AI-memory results, and long-term supply agreements with Ford, Meta, and GM.
Via FTC Electronics WeeklyRead the briefing →An extension of the companies' existing silicon relationship, reported as one of the largest component agreements ever struck.
Via Distill IntelligenceRead the briefing →Washington converts industrial policy into ownership as Intel breaks ground on a new Santa Clara manufacturing hub.
Via FTC Electronics WeeklyRead the briefing →ADI closes its purchase of the integrated voltage-regulator maker — power delivery for AI compute becoming strategic silicon.
Via SemiEngineeringRead the briefing →Humanoid and industrial-automation rounds keep getting larger: Apptronik at US$935m, AI2 Robotics at roughly US$735m.
Via BriefsRead the briefing →A NASA CLPS award for an accelerated Blue Ghost lunar mission, plus a US$13m JPL subcontract for the SkyFall Mars mission.
Via SpaceTech NewsRead the briefing →The German launcher signed with Maritime Launch Services to develop a Spectrum launch complex at Spaceport Nova Scotia.
Via SpaceTech NewsRead the briefing →Circle secures trust-bank status in its crypto expansion, while Vanguard posts its first head-of-digital-assets role.
Via Wealth Solutions ReportRead the briefing →Korea's largest renewable platform — wind, solar, and fuel cells — built for the power demand of chipmakers and AI data centers.
Via CNBCRead the briefing →An 8.4GW first phase by 2029 — SK 5GW, GS 2.4GW, Naver 1GW — distributed across four regions to balance the grid.
Via Light ReadingRead the briefing →A reported ten-year, ₩1,300tn program across semiconductor clusters, AI data centers, and robotics.
Via BloombergRead the briefing →The German humanoid maker's Series C drew Tether, Qualcomm, Amazon, and Nvidia.
Via CNBCRead the briefing →First-half out-licensing contract value reached nearly ₩13tn (US$8.5bn), on track for a record year.
Via KED GlobalRead the briefing →Samsung Biologics, Celltrion, and Lotte Biologics led the Korean presence in San Diego.
Via The Korea HeraldRead the briefing →₩500bn into ADC developer LigaChem Biosciences — from a vehicle that had previously backed only AI chip designers.
Via Korea Biomedical ReviewRead the briefing →A five-year program spanning R&D, manufacturing scale-up, ecosystem partnerships, and M&A.
Via IBM NewsroomRead the briefing →The Commerce Department will take direct stakes in quantum companies, as IonQ becomes the first to exceed US$100m in GAAP revenue.
Via PR NewswireRead the briefing →Published results using high-rate error-correcting codes achieved below-threshold error suppression.
Via Quantum Computing ReportRead the briefing →Note. Briefings above summarize third-party reporting (source named on each item) and are provided for general information only. Inclusion does not imply any relationship with, or endorsement of or by, the companies mentioned, and nothing here is investment advice or a recommendation. Figures are as reported at the date shown. Korean won amounts, where converted, are approximate.
Behind every headline is a technical and capital question. If one of these developments touches your portfolio, your balance sheet, or your board agenda — we would welcome the conversation.