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CTC-1 satellites are R&D proving grounds. They'll test critical communication infrastructure: S-band for ground connections and Ka-band for inter-satellite links. Adam Wexler breaks it down 🛰️

146,810 görüntüleme • 8 ay önce •via X (Twitter)

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BREAKING: $AMPG CEO CONFIRMS $AMZN, CPI & VIASAT AS SATCOM CUSTOMERS! Well, it seems that my speculative post was 100% correct and this was confirmed by the CEO Fawad himself. This is first time I've seen Amazon named by the CEO in the satcom context. CEO Fawad Maqbool was asked where AmpliTech sits in satellite, named Viasat, Amazon and CPI as ground-station customers and said they supply "pretty much all the high-end ones." To understand why this is so bullish, please read the quoted tweet where I broke down why I think Amazon will be significant customer for $AMPG in future. Amazon Leo/Kuiper needs a massive ground segment. Every antenna farm talking to those satellites needs the lowest possible noise figure on the front end, because everything is digital data now. Maqbool claims AmpliTech has the lowest noise figures in the industry. That is a pick-and-shovel position in the LEO buildout. You do not need to know which constellation wins. They all need ground stations. He also mentioned $SPCX: "Right now satellite is growing tremendously because LEOs are being launched, MEOs are being launched, SpaceX is launching, Amazon is launching satellites. All of these are going to require satellite terminals, high-speed terminals at Ku-band and Ka-band frequencies. We're in the thick of that. We're providing the most advanced, lowest-noise satellite communication terminal technology. That's a growing demand, just like the other two things I mentioned: private 5G and the commercial MNO adoption of O-RAN 5G."

Johan N.

37,016 görüntüleme • 29 gün önce