Episode Details

GCT Semiconductor is accelerating its push into satellite-enabled 5G, developing chips that let phones connect directly to satellites or blend satellite and cellular signals — with major partnerships already in place. Despite industry headwinds and a recent net loss, their 5G chipset shipments surged 71% last quarter, fueled by satellite projects, reference designs, and certifications with Globalstar and Skylo. With production capacity secured through early 2027 and standards bodies like 3GPP actively building out non-terrestrial network support, GCT is positioning itself at the forefront of next-gen connectivity — even as delays loom for some customer launches.

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