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5N Plus (FPLSF) is a mission-critical supplier for specialty semiconductors (space-grade) and performance materials (CdTe, etc). FPLSF's long-term demand is underpinned by US government support, Section 232 tariffs, and the industrialization of space, especially via SpaceX and AI-driven datacenter expansion. Q2 results beat estimates with $122.4M revenue and $26.6M adjusted EBITDA, but margins were pressured by input and expansion costs; net debt fell to $23.7M.

5N Plus TSE: VNP reported higher second-quarter revenue and earnings as demand remained strong across its renewable energy, space solar power and bismuth-based product markets, though higher input costs and temporary operating inefficiencies pressured margins.