A growing school of thought in defence industrial strategy argues that deterrence is increasingly shaped not only by platforms, but by industrial capacity. In other words, the ability to design, qualify and scale critical technologies may matter just as much as the systems themselves.
RF and GaN components are a clear example of this challenge.
For decades, high-performance GaN-on-SiC and GaAs technologies have depended on a relatively concentrated global manufacturing base. As defence and aerospace programs become more complex, supply-chain resilience is becoming as important as performance and cost. Building alternative capabilities before disruptions occur gives programs far more flexibility than attempting emergency qualification under pressure.
This changing landscape is creating opportunities for a new generation of specialised RF companies. With access to world-class foundries and packaging ecosystems, smaller design houses can bring innovation, agility and long-term resilience to critical technologies.
As the industry evolves, the question is no longer only who manufactures components today, but who is investing in the capabilities that will matter tomorrow.
About Xark
Xark Technologies is an Indian fabless RF and microwave startup developing advanced front-end modules, GaN power amplifiers, RF gain modules, and phased-array technologies for defence and space applications. Built by a technical team based in Kerala and located close to one of India's leading space and defence ecosystems, the company is progressing toward the September 2026 tape-out of its first X-band Front-End Module, XFEM9125, while pursuing a long-term vision of building phased-array systems from components to complete solutions. Supported by advisors and collaborators with experience spanning organizations such as Keysight, Northrop Grumman, Qorvo and NXP, Xark aims to contribute to a more resilient and globally connected RF supply chain.
Kerala | Bengaluru
