I have been investing whatever I can in Ensilica. Last week was bit of a downer. On the Feb earnings, I saw the earnings miss and was a bit concerned on what the next earnings will be.
As some may recall in July 2024 EnSilica were awarded a new supply order from a new customer for an edge artificial intelligence processing chip¹. Prior to yesterday it was not known who this new customer was, however based on recent announcements by AST SpaceMobile I am now of the opinion that AST are the end user, even if not EnSilica’s direct customer. In the same way as EnSilica designed the AST5000 chip as a sub-contractor for their partner Cadence Design Systems (i.e. Cadence being EnSilica’s customer in the supply chain and AST SpaceMobile the end user).
Kudos to u/ride_the_tasty_waves for helping me potentially piece this together, as until their post yesterday on the r/ASTSpaceMobile sub I was not aware of AST SpaceMobile’s plans for in orbit Edge AI processing. In a recent article² from MorningStar covering AST’s latest business update it stated…
AST is ’Developing AI edge computing and AI spectrum management features for on-orbit capabilities, with BlueBird integration targeted by year-end’.
It seems plausible and probable in my opinion that EnSilica are involved given their relationship having designed the AST5000 chip along with the Edge AI chip tape out timings stated by EnSilica³. Who the equivalent of Cadence Design Systems is in the supply chain I do not know, however hopefully that will become clear in time.
I suspect that the Edge AI chip was originally intended for all Block2 BlueBird satellites, as in the constellation satellites also featuring the AST5000 chip. I say this because the chip’s tape out was originally scheduled for early 2025 before ‘customer delays’ led to it being scheduled for initially the second half of 2025 and now before the end of May 2026.
All things going well the chip is now taped out, has met operational targets during validation and is now scheduled for full production. I eagerly await confirmation from EnSilica that this is the case. However even if it has slipped into EnSilica’s next financial year beginning 1st June 2026, it seems that would simply be just a bump in the road as EnSilica continues its ascent towards hopefully becoming ‘Europe’s premier end-to-end application specific chip designer and a highly profitable ‘fabless’ semiconductor business’.⁵
¹ https://www.londonstockexchange.com/news-article/ENSI/new-supply-order-for-edge-ai-chip/16567093
³ https://www.londonstockexchange.com/news-article/ENSI/trading-update/16976576
⁵ https://www.ensilica.com/wp-content/uploads/2025/11/272132-EnSilica-AR-WEB-version-2.pdf
Automotive silicon design is entering a phase where functional safety, cybersecurity and artificial intelligence (AI) can no longer be treated as separate concerns. In connected, software-defined vehicles, safety outcomes depend not only on protection against random hardware faults, but also on resilience to malicious interference and software vulnerabilities. As a result, many of the decisions that determine system safety are now made at the silicon architecture level.
Read the full article by Enrique Martinez-Asensio, Functional Safety Manager at EnSilica…
https://www.edn.com/automotive-silicon-in-the-era-of-ai-functional-safety-and-cybersecurity/
Enrique Martinez-Asensio is functional safety manager at EnSilica. He has more than 35 years of experience in the semiconductor industry, having worked on mixed-signal IC design and technical support and management in several semiconductor companies.
A place for general discussion and events not considered as requiring a dedicated post. Quality contributions of note and depth may eventually go on to form the basis of future curated posts.
To ensure the sub remains a useful and readily accessible store of notable community and company knowledge on EnSilica please can I remind people that we have a Weekly Discussion thread for less notable matters.
For example as a community I would suggest that we don’t want the sub’s prime post slots taken up by speculation about short term share price movements or overly frequent posts about the current share price.
Thanks,
DB
EnSilica (🇺🇸 ENSIF, 🇬🇧 ENSI, 🇪🇺 F0Z) is growing in more ways than one!
This time last year the EnSilica sub did not even exist and many people would not have known the name EnSilica outside the world of semiconductor design or possibly the AST Sp🅰️ceMob, thanks to EnSilica having designed the crucial and groundbreaking AST5000 chip at the heart of AST’s new constellation satellites.
Yet, thanks to the dedication of EnSilica’s staff and the notable progress they have achieved including recently winning business with another satellite constellation operator for their largest contract on record, together with a little help from myself raising awareness in the last year or so, their following is growing rapidly.
And while the growth in sub members to over 1,000 is impressive in such a short time for what is currently a small cap company, I am pleased to say that the growth in EnSilica’s share price in the last year, at over 251% is even more impressive.
Onwards to over £5 / $6.79 by 2030 hopefully…
https://www.reddit.com/r/EnSilica/comments/1t2gv86/ensilica_ensif_ensi_f0z_why_this_semiconductor/
45,000 EnSilica (ENSI) shares maximum now. That’s quite a change from 1,383.
Many thanks to Borislav, Ivan and the team for reviewing the limit. 🫶
Disappointed that I saw this stock mentioned a couple times but didn’t pay much attention. Onwards and upwards hopefully 👌
Hard to comprehend that as I'm looking at the closing price of 108p today, I caught myself wondering if I can still buy the dip in the morning.
A place for general discussion and events not considered as requiring a dedicated post. Quality contributions of note and depth may eventually go on to form the basis of future curated posts.
EnSilica recently signed its largest contract on record for satellite user terminal silicon, and I presume won the bid against competiton from STMicroelectronics. This article makes for interesting reading and gives an insight into the opportunities ahead for EnSilica…
‘SpaceX’s Starlink has over 10 million active users. But a European company that supplies chips for Starkink dishes expects the number of subscribers to low-Earth satellite internet services to reach over 100 million by 2028.
The estimate comes from STMicroelectronics, which develops “front-end” antenna modules for Starlink dishes, including the STM32 chip. In December, the company touted its "decade-long" partnership with SpaceX, which has included co-designing custom components for its dishes.
On Monday, STMicroelectronics discussed the bullish growth it sees in the satellite connectivity market overall, citing not only SpaceX’s continued expansion of Starlink but also new competitors such as Amazon Leo and rising Chinese players.‘
Michael Kan, PC Mag, 4th May 2026
Read the full article…
Having watched for a while, the trading volume and pattern is exceptional and rare here. No pull backs, all selling absorbed. Outside of trading analytics, the business case supports the current price, but it’s getting stretched by U.K. standards, having said that the market is ready to boom. One more contract and the valuation is very cheap again. Enjoy all