Jun. 8 at 3:13 PM
$AADX $VELO $STM $FLTCF $SPCX.X
Confirmed Publicly Traded Suppliers/Partners to SpaceX (Primarily Starlink & Hardware)
SpaceX is highly vertically integrated and secretive about its full supplier base, so “confirmed” means explicit mentions in company press releases, joint announcements, SEC filings, or credible reporting tied to contracts. Here’s a focused list of stocks:
• FLTCF (Filtronic plc / FTC.L): Major supplier of E-band GaN solid-state power amplifiers (SSPAs) and RF/microwave components for Starlink ground stations and satellites. Multiple record press releases (e.g., £47.3M /
$62.5M order in Aug 2025) and strategic partnership. SpaceX is a dominant revenue driver. 
• STM (STMicroelectronics): Long-term chip supplier (RF, microcontrollers, etc.) for Starlink satellites, user terminals, and gateways. Joint press release celebrating 10-year partnership; billions of co-designed chips shipped. 
• SATS (EchoStar): Major spectrum partner/deal (~
$17B transaction) for Starlink Direct-to-Cell expansion, including equity stake to SpaceX. Joint announcements and commercial agreement.

• VELO (Velo3D / VLD): Metal additive manufacturing (3D printing) systems and tech licensing for rocket parts (e.g., Raptor engines). Confirmed licensing/support agreements and long-term strategic partnership via SEC filings and announcements.
. AADX: Supplies mission-critical hardware and subsystems for SpaceX’s launch vehicles, including propellant tanks, fairings, payload adapters, nose cones, and components for Falcon 9 reusable rockets. They focus on advanced manufacturing for extreme environments in Space & Launch Systems
