06/23/2026
We're at the Fusion Industry Association's first-ever Fusion Supply Chain Trade Show in New Mexico.
And today, FIA released its 2026 report. Here's the headline: The industry is scaling fast. Supply chain spending rose 24% in 2025 and is projected to climb another 27% this year, to $681 million, with 75% of suppliers already investing to expand capacity.
The report also pinpoints where the strain is greatest. Power systems and components top the list of current bottlenecks, flagged by nearly half of fusion companies.
That's where we come in. Fusion requires two different power challenges to be solved. HDC capacitor film delivers the rapid, high-energy discharge needed for laser fusion and pulsed-power applications, while LDF film is designed for the high-voltage, high-temperature environments found in magnetic confinement fusion and next-generation energy infrastructure.
As FIA CEO Andrew Holland framed it, the race to fusion won't be won by whoever gets there first, but by whoever builds the strongest, most integrated supply chain. We agree, and we're building our part of it right here at home.
Stop by our booth to talk pulsed power and next-generation with our team.