{"slug":"mda-space","name":"MDA 스페이스","name_en":"MDA Space","ticker":"MDA.TO","updated_at":"2026-07-10T12:14:40.822+00:00","canonical":"https://valuechain.wiki/mda-space","same_as":["https://finance.yahoo.com/quote/MDA.TO"],"citable":"밸류체인 그래프 기준 MDA 스페이스의 직접 연결 기업은 4곳(관계 기준 공급 1·매출 1·투자 2)이고, 사슬을 2차까지 넓히면 9곳에 닿는다. 링크의 근거 출처는 15건이며 그중 1차공시가 3건이다 (valuechain.wiki, 2026-07-10 기준).","citable_en":"Per the valuechain.wiki graph, MDA Space is directly linked to 4 companies (1 supply, 1 revenue, 2 investment relationships) and reaches 9 companies within two hops; the links are backed by 15 dated sources, 3 of them primary filings (as of 2026-07-10).","kicker":"위성 제조·우주 로보틱스 (캐나다)","kicker_en":"Satellite manufacturing and space robotics (Canada)","lead":"MDA 스페이스는 위성 제조(MDA AURORA), 우주 로보틱스(Canadarm3), 지구관측(CHORUS)의 3개 사업부를 가진 캐나다 우주 기업이다. 2025년 매출 16억3,320만 캐나다달러(+51%)와 조정 EBITDA 3억2,390만 캐나다달러 모두 사상 최대였고, 백로그는 40억 캐나다달러다. Telesat Lightspeed 198기(21억 캐나다달러)와 글로벌스타 C-3 50기+(11억 캐나다달러)의 두 메가 LEO 계약이 위성 부문을 끌고, 캐나다 우주청의 Canadarm3(10억 캐나다달러)가 로보틱스 축이다. 우주선 버스는 Rocket Lab에 하도급(1억4,300만 달러)한다.","lead_en":"MDA Space is a Canadian space company with three segments: satellite manufacturing (MDA AURORA), space robotics (Canadarm3) and Earth observation (CHORUS). FY2025 revenue of C$1,633.2 million (up 51%) and adjusted EBITDA of C$323.9 million were both records, with a C$4.0 billion backlog. Two mega LEO contracts, Telesat Lightspeed's 198 satellites (C$2.1B) and Globalstar's 50+ C-3 satellites (C$1.1B), drive the satellite segment, while the Canadian Space Agency's Canadarm3 (C$1B) anchors robotics. Spacecraft buses are subcontracted to Rocket Lab ($143M).","segments":{"parts":[{"name":"Satellite Systems (위성 제조)"},{"name":"Robotics & Space Operations (Canadarm3)"},{"name":"Geointelligence (CHORUS EO)"}],"total":"FY2025 매출 C$1,633.2M (+51%)","concentration":"위성 부문 68%(C$1,109.5M), 백로그 C$4.0B(Telesat·글로벌스타 집중)"},"segments_en":{"parts":[{"name":"Satellite Systems"},{"name":"Robotics & Space Operations (Canadarm3)"},{"name":"Geointelligence (CHORUS EO)"}],"total":"FY2025 revenue C$1,633.2M (+51%)","concentration":"Satellite Systems 68% (C$1,109.5M); C$4.0B backlog concentrated in Telesat and Globalstar"},"returns_yearly":{"2022":-32.6,"2023":80,"2024":156.3,"2025":-9.8,"2026":80.8},"return_asof":"2026-07-10","value_chain":{"leading":[{"slug":"apple","name":"Apple","name_en":"Apple","tier":2,"returns_yearly":{"2021":34.6,"2022":-26.4,"2023":49,"2024":30.7,"2025":9.1,"2026":16.2}},{"slug":"globalstar","name":"글로벌스타","name_en":"Globalstar","tier":1,"returns_yearly":{"2021":241.2,"2022":14.7,"2023":45.9,"2024":6.7,"2025":96.6,"2026":31.2}}],"benefiting":[{"slug":"voyager-technologies","name":"보이저 테크놀로지스","name_en":"Voyager Technologies","tier":1,"returns_yearly":{"2026":19.2}},{"slug":"rocket-lab","name":"Rocket Lab","name_en":"Rocket Lab","tier":1,"returns_yearly":{"2021":21.5,"2022":-69.3,"2023":46.7,"2024":360.6,"2025":173.9,"2026":16.2}},{"slug":"redwire","name":"Redwire","name_en":"Redwire","tier":2,"returns_yearly":{"2022":-70.7,"2023":43.9,"2024":477.5,"2025":-53.8,"2026":33.9}},{"slug":"mitsubishi","name":"미쓰비시상사","name_en":"Mitsubishi","tier":2,"returns_yearly":{"2021":52.5,"2022":15.9,"2023":84.1,"2024":-0.3,"2025":70.2,"2026":8.7}},{"slug":"airbus","name":"에어버스","name_en":"Airbus","tier":2,"returns_yearly":{"2021":34.8,"2022":3.9,"2023":30.5,"2024":15,"2025":18.3,"2026":3.9}},{"slug":"palantir","name":"Palantir","name_en":"Palantir Technologies","tier":2,"returns_yearly":{"2021":-22.7,"2022":-64.7,"2023":167.4,"2024":340.5,"2025":135,"2026":-28.7}},{"slug":"ge-aerospace","name":"GE 에어로스페이스","name_en":"GE Aerospace","tier":3,"returns_yearly":{"2021":9.7,"2022":-10.9,"2023":95.7,"2024":64.8,"2025":85.7,"2026":17}},{"slug":"nvidia","name":"NVIDIA","name_en":"NVIDIA","tier":3,"returns_yearly":{"2021":125.5,"2022":-50.3,"2023":239,"2024":171.2,"2025":38.9,"2026":13.3}},{"slug":"rtx","name":"RTX","name_en":"RTX","tier":3,"returns_yearly":{"2021":23.3,"2022":20,"2023":-14.4,"2024":40.8,"2025":61.4,"2026":7.6}},{"slug":"toray-industries","name":"도레이","name_en":"Toray Industries","tier":3,"returns_yearly":{"2021":8.3,"2022":12.5,"2023":-4.8,"2024":49.2,"2025":7.5,"2026":1.3}},{"slug":"berkshire-hathaway","name":"Berkshire Hathaway","name_en":"Berkshire Hathaway","tier":3,"returns_yearly":{"2021":29,"2022":3.3,"2023":15.5,"2024":27.1,"2025":10.9,"2026":-1.8}},{"slug":"mitsubishi-motors","name":"미쓰비시자동차","name_en":"Mitsubishi Motors","tier":3,"returns_yearly":{"2021":37.1,"2022":53.5,"2023":-3.9,"2024":0.9,"2025":-15.3,"2026":-3.2}},{"slug":"leonardo","name":"Leonardo","name_en":"Leonardo S.p.A.","tier":3,"returns_yearly":{"2021":11.3,"2022":50.3,"2023":73.6,"2024":89.1,"2025":88.1,"2026":-6.8}},{"slug":"thales","name":"Thales","name_en":"Thales","tier":3,"returns_yearly":{"2021":12.5,"2022":52.5,"2023":14,"2024":17.8,"2025":66.6,"2026":-11.6}},{"slug":"kai","name":"한국항공우주산업 (KAI)","name_en":"Korea Aerospace Industries","tier":3,"returns_yearly":{"2021":15.4,"2022":34.6,"2023":7,"2024":5.5,"2025":217.9,"2026":-14}},{"slug":"oracle","name":"Oracle","name_en":"Oracle","tier":3,"returns_yearly":{"2021":36.9,"2022":-4.6,"2023":30.9,"2024":60,"2025":18.1,"2026":-27.4}},{"slug":"arianegroup","name":"아리안그룹","name_en":"ArianeGroup","tier":3,"returns_yearly":null}],"analysis":"위성 제조·우주 로보틱스(캐나다) 기업. 2026년 +88.5%로 강하게 올랐다. 본주(+88.5%)가 수요단(평균 +31.1%)과 공급단(평균 +18.3%)을 모두 앞선다. 사슬보다 먼저 달린 만큼, 수요단 숫자가 따라오지 못하면 되돌림이 먼저 오는 자리다. 연결 노드 중 가장 앞선 곳은 글로벌스타(+31.1%), 가장 처진 곳은 로켓랩(+18.3%)다. 격차가 사슬 논리로 설명되면 후자가 다음 전파 후보이고, 설명되지 않으면 그 연결 자체를 다시 봐야 한다. 위성 부문 68%(C$1,109.5M), 백로그 C$4.0B(Telesat·글로벌스타 집중).","analysis_en":"MDA Space operates across Satellite manufacturing and space robotics (Canada). It is up +88.5% in 2026. The stock (+88.5%) is ahead of both its demand side (avg +31.1%) and supply side (avg +18.3%). Having run ahead of its chain, it is the first spot to give back if customer numbers fail to follow. Among connected nodes the furthest ahead is Globalstar (+31.1%) and the furthest behind is Rocket Lab (+18.3%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. Spacecraft buses are subcontracted to Rocket Lab ($143M).","analysis_asof":"2026-07-09"},"edges":[{"direction":"revenue","counterparty":"Telesat","counterparty_slug":null,"confidence":"high","metric":{"type":"contract_value","unit":"CAD million","as_of":"2023-08-11","basis":"Lightspeed 198기 위성 프라임 계약 총액(옵션 +100기 별도)","value":2100,"period":"2023","basis_en":"Total value of the 198-satellite Lightspeed prime contract (options for +100 excluded)"},"note":"MDA가 Telesat의 Lightspeed 저궤도 통신망용 위성 198기를 설계·제조·조립·시험하는 프라임 계약(약 C$2.1B), MDA 역사상 최대 계약이며 최대 100기 추가 옵션 포함. 2026년 중반 발사 개시 예정. 위성 시스템 부문 매출·백로그의 핵심 동력.","note_en":"MDA is prime contractor to design, manufacture, assemble and test 198 satellites for Telesat's Lightspeed LEO network under an ~C$2.1B contract, the largest in MDA's history, with options for up to 100 more; a core driver of Satellite Systems revenue and backlog, feeding launches from mid-2026.","sources":[{"stance":"mentions","publisher":"MDA Space Ltd. (via PR Newswire)","publisher_en":"MDA Space Ltd. (via PR Newswire)","kind":"filing","lang":"en","published_at":"2026-03-04","url":"https://www.prnewswire.com/news-releases/mda-space-reports-fourth-quarter-and-fiscal-2025-results-302703308.html","title":"MDA 스페이스, 4분기 및 회계연도 2025 실적 발표","title_en":"MDA Space Reports Fourth Quarter and Fiscal 2025 Results","excerpt":"Record revenues of $1,633 million, up 51% YoY ... Backlog of $4.0 billion at quarter-end ... Satellite Systems $1,109.5 million; Robotics & Space Operations $309.3 million; Geointelligence $214.4 million.","excerpt_en":"Record revenues of $1,633 million, up 51% YoY ... Backlog of $4.0 billion at quarter-end ... Satellite Systems $1,109.5 million; Robotics & Space Operations $309.3 million; Geointelligence $214.4 million."},{"stance":"confirms","publisher":"Telesat","publisher_en":"Telesat","kind":"ir","lang":"en","published_at":"2023-08-11","url":"https://www.telesat.com/press/press-releases/telesat-contracts-mda-as-prime-satellite-manufacturer-for-its-advanced-telesat-lightspeed-low-earth-orbit-constellation/","title":"Telesat, Lightspeed LEO 위성군 프라임 제조사로 MDA 계약","title_en":"Telesat Contracts MDA as Prime Satellite Manufacturer for Its Telesat Lightspeed LEO Constellation","excerpt":"MDA will manufacture the Telesat Lightspeed satellites in its state-of-the-art satellite systems design and high-volume manufacturing facilities in Quebec.","excerpt_en":"MDA will manufacture the Telesat Lightspeed satellites in its state-of-the-art satellite systems design and high-volume manufacturing facilities in Quebec."},{"stance":"confirms","publisher":"MDA Space","publisher_en":"MDA Space","kind":"ir","lang":"en","published_at":"2023-08-11","url":"https://mda.space/article/mda-selected-as-prime-satellite-contractor-for-telesat","title":"MDA, Telesat Lightspeed 프라임 위성 계약자로 선정","title_en":"MDA Selected as Prime Satellite Contractor for Telesat","excerpt":"Valued at approximately $2.1 billion, the contract is the largest in MDA's history ... the design, manufacture, assembly and test of 198 satellites ... includes options for Telesat to purchase up to 100 additional satellites","excerpt_en":"Valued at approximately $2.1 billion, the contract is the largest in MDA's history ... the design, manufacture, assembly and test of 198 satellites ... includes options for Telesat to purchase up to 100 additional satellites"}]},{"direction":"revenue","counterparty":"글로벌스타","counterparty_slug":"globalstar","confidence":"high","metric":{"type":"contract_value","unit":"CAD million","as_of":"2025-02-10","basis":"Globalstar C-3 차세대 LEO 위성(50기+, AURORA) 프라임 계약 총액","value":1100,"period":"2025","basis_en":"Total value of the Globalstar C-3 next-gen LEO satellite (50+, AURORA) prime contract"},"note":"MDA가 Globalstar의 차세대 LEO(C-3) 위성군을 위해 MDA AURORA 소프트웨어 정의 위성 50기 이상을 제조하는 프라임 계약. 2025-02 확정계약으로 총액 약 C$1.1B(백로그에 약 $750M 추가 + 기존 ATP $350M).","note_en":"MDA is prime contractor to build 50+ MDA AURORA software-defined satellites for Globalstar's next-generation LEO (C-3) constellation; the February 2025 definitive contract totals ~C$1.1B (~$750M added to backlog plus a prior $350M ATP).","sources":[{"stance":"mentions","publisher":"디지털투데이","publisher_en":"Digital Today","kind":"news","lang":"ko","published_at":"2026-04-15","url":"https://www.digitaltoday.co.kr/news/articleView.html?idxno=656937","title":"아마존, 글로벌스타 115억달러 인수…아이폰 위성 품고 스타링크와 격돌","title_en":"Amazon acquires Globalstar for $11.5B, taking on iPhone satellites to rival Starlink","excerpt":"아마존은 기존 글로벌스타 위성과 향후 MDA 스페이스가 제작할 위성 군을 기반으로 서비스를 이어간다.","excerpt_en":"Amazon will continue the service based on the existing Globalstar satellites and the future satellite constellation to be built by MDA Space."},{"stance":"confirms","publisher":"MDA Space","publisher_en":"MDA Space","kind":"ir","lang":"en","published_at":"2025-02-10","url":"https://mda.space/article/mda-space-signs-1.1b-contract-with-globalstar-to-build-next-generation-leo-constellation","title":"MDA Space signs $1.1B contract with Globalstar to build next generation LEO constellation","title_en":"MDA Space signs $1.1B contract with Globalstar to build next generation LEO constellation","excerpt":"MDA Space will manufacture more than 50 MDA AURORA software-defined digital satellites for Globalstar ... total contract value of approximately $1.1 billion","excerpt_en":"MDA Space will manufacture more than 50 MDA AURORA software-defined digital satellites for Globalstar ... total contract value of approximately $1.1 billion"}]},{"direction":"revenue","counterparty":"캐나다 우주청 (CSA)","counterparty_slug":null,"confidence":"high","metric":{"type":"contract_value","unit":"CAD million","as_of":"2024-06-27","basis":"Canadarm3 비행 시스템 Phase C/D 정부 계약 총액(2030-03까지)","value":999.8,"period":"2024","basis_en":"Total value of the Canadarm3 flight system Phase C/D government contract (through March 2030)"},"note":"캐나다우주청(CSA)이 MDA에 Canadarm3 비행 시스템(대형 로봇팔·정밀 소형팔·전용 툴·지상 세그먼트) 설계·제작·시험(Phase C/D)에 약 C$1B(정확히 $999.8M) 계약 발주. NASA 주도 달 궤도 Gateway용, 2030년 3월까지 수행.","note_en":"The Canadian Space Agency awarded MDA an ~C$1B ($999.8M) contract for Phase C/D design, build and test of the Canadarm3 flight system (large arm, dexterous arm, tools, ground segment) for the NASA-led lunar Gateway, running through March 2030.","sources":[{"stance":"confirms","publisher":"MDA Space","publisher_en":"MDA Space","kind":"ir","lang":"en","published_at":"2024-06-27","url":"https://mda.space/article/mda-space-awarded-1b-contract-to-design-and-deliver-canadarm3-flight-system","title":"MDA 스페이스, Canadarm3 비행 시스템 설계·납품 C$1B 계약 수주","title_en":"MDA Space Awarded $1B Contract to Design and Deliver Canadarm3 Flight System","excerpt":"MDA Space ... awarded $1 billion from the Canadian Space Agency (CSA) for the next phases of the Canadarm3 program ... Phase C (final design) and Phase D (construction, system assembly, integration and test).","excerpt_en":"MDA Space ... awarded $1 billion from the Canadian Space Agency (CSA) for the next phases of the Canadarm3 program ... Phase C (final design) and Phase D (construction, system assembly, integration and test)."},{"stance":"confirms","publisher":"SpaceQ","publisher_en":"SpaceQ","kind":"news","lang":"en","published_at":"2024-06-27","url":"https://spaceq.ca/mda-space-gets-999-8m-contract-to-complete-design-construct-and-test-moon-bound-canadarm3/","title":"MDA 스페이스, 달로 향하는 Canadarm3 설계·제작·시험 완료 $999.8M 계약 확보","title_en":"MDA Space Gets $999.8M Contract to Complete Design, Construct and Test Moon-Bound Canadarm3","excerpt":"MDA Space ... $999.8M contract to complete design, construct and test ... Canadarm3 ... The work is scheduled to run through March 2030.","excerpt_en":"MDA Space ... $999.8M contract to complete design, construct and test ... Canadarm3 ... The work is scheduled to run through March 2030."}]},{"direction":"investment","counterparty":"RTX","counterparty_slug":"rtx","confidence":"high","metric":{"type":"acquisition_value","unit":"USD million","as_of":"2026-06-19","basis":"블루캐니언 인수가액(전액 현금), 종결 전","value":620,"period":"2026 (announced)","basis_en":"Blue Canyon acquisition price (all-cash), not yet closed"},"note":"MDA 스페이스가 RTX 산하 소형위성 제조사 블루캐니언 테크놀로지스를 6억 2,000만 달러 전액 현금에 인수하는 확정 계약을 2026년 6월 체결했다. 규제 승인을 거쳐 2026년 말 종결 예정으로 아직 완결 전이며, 미국 시장 교두보 확보가 목적이다.","note_en":"MDA Space signed a definitive agreement in June 2026 to acquire Blue Canyon Technologies, the smallsat manufacturer under RTX, for $620 million in cash. Closing is expected around end-2026 pending regulatory approvals; the deal gives MDA a foothold in the US market.","sources":[{"stance":"confirms","publisher":"MDA Space","publisher_en":"MDA Space","kind":"ir","lang":"en","published_at":"2026-06-19","url":"https://mda.space/article/mda-space-announces-definitive-agreement-to-acquire-us-based-blue-canyon-technologies-llc","title":"MDA Space, 미국 블루캐니언테크놀로지스 인수 확정 계약 발표","title_en":"MDA Space announces definitive agreement to acquire US-based Blue Canyon Technologies LLC","excerpt":"has signed a definitive agreement to acquire 100% of the membership interests of Blue Canyon Technologies LLC in an all-cash transaction for a purchase price and enterprise value of US$620 million. The transaction is expected to close by the end of 2026, subject to customary closing conditions and required regulatory approvals","excerpt_en":"has signed a definitive agreement to acquire 100% of the membership interests of Blue Canyon Technologies LLC in an all-cash transaction for a purchase price and enterprise value of US$620 million. The transaction is expected to close by the end of 2026, subject to customary closing conditions and required regulatory approvals"},{"stance":"confirms","publisher":"SpaceNews","publisher_en":"SpaceNews","kind":"news","lang":"en","published_at":"2026-06-19","url":"https://spacenews.com/mda-space-to-buy-blue-canyon-technologies-to-gain-foothold-in-u-s-market/","title":"MDA Space, 블루캐니언 인수로 미국 시장 발판 확보","title_en":"MDA Space to buy Blue Canyon Technologies to gain foothold in U.S. market","excerpt":"MDA Space has agreed to acquire Blue Canyon Technologies, currently part of RTX's Raytheon business, for $620 million.","excerpt_en":"MDA Space has agreed to acquire Blue Canyon Technologies, currently part of RTX's Raytheon business, for $620 million."}]},{"direction":"cost","counterparty":"Rocket Lab","counterparty_slug":"rocket-lab","confidence":"high","metric":{"type":"contract_value","unit":"USD million","as_of":"2022-02-24","basis":"Globalstar 우주선 버스 17기 하도급 초기 계약가(SOCC 별도, 금액 비공개)","value":143,"period":"2022~","basis_en":"Initial value of 17-bus subcontract (SOCC ordered separately, value undisclosed)"},"note":"MDA가 프라임으로서 Globalstar 위성의 우주선 버스 17기 설계·제조를 Rocket Lab에 하도급했다(초기 계약가 US$143M, Rocket Lab 사상 최대 버스 수주). 버스에는 Rocket Lab 자회사 SolAero의 태양전지판·구조체가 들어가고, 2022년 11월에는 위성 운영 관제센터(SOCC, MAX GDS 기반)도 Rocket Lab에 별도 발주했다.","note_en":"As prime, MDA subcontracted the design and manufacture of 17 spacecraft buses for Globalstar's satellites to Rocket Lab (initial value US$143M, Rocket Lab's largest bus order), with solar panels and structures from Rocket Lab's SolAero unit; in November 2022 MDA separately ordered the Satellite Operations Control Center (MAX GDS-based) from Rocket Lab.","sources":[{"stance":"confirms","publisher":"IoT Now","publisher_en":"IoT Now","kind":"news","lang":"en","published_at":"2022-11-15","url":"https://www.iot-now.com/2022/11/15/125408-rocket-lab-selected-by-mda-to-deliver-satellite-operations-control-center-for-globalstar-constellation/","title":"Rocket Lab, MDA로부터 Globalstar 위성군 운영 관제센터 납품 선정","title_en":"Rocket Lab selected by MDA to deliver Satellite Operations Control Center for Globalstar constellation","excerpt":"Rocket Lab ... selected by MDA to deliver the Satellite Operations Control Center for Globalstar's constellation.","excerpt_en":"Rocket Lab ... selected by MDA to deliver the Satellite Operations Control Center for Globalstar's constellation."},{"stance":"confirms","publisher":"미국 증권거래위원회(SEC EDGAR)","publisher_en":"U.S. SEC (EDGAR)","kind":"filing","lang":"en","published_at":"2022-02-24","url":"https://www.sec.gov/Archives/edgar/data/0001819994/000119312522052360/d900616dex991.htm","title":"Rocket Lab Selected by MDA to Design and Build Spacecraft for Globalstar (Form 8-K Exhibit 99.1)","title_en":"Rocket Lab Selected by MDA to Design and Build Spacecraft for Globalstar (Form 8-K Exhibit 99.1)","excerpt":"The total initial contract value for Rocket Lab is US$143 million ... Rocket Lab will lead the development of the spacecraft buses, while MDA will act as prime contractor to manufacture Globalstar satellites.","excerpt_en":"The total initial contract value for Rocket Lab is US$143 million ... Rocket Lab will lead the development of the spacecraft buses, while MDA will act as prime contractor to manufacture Globalstar satellites."},{"stance":"confirms","publisher":"SpaceNews","publisher_en":"SpaceNews","kind":"news","lang":"en","published_at":"2022-02-24","url":"https://spacenews.com/globalstar-selects-mda-and-rocket-lab-for-new-satellites/","title":"Globalstar selects MDA and Rocket Lab for new satellites","title_en":"Globalstar selects MDA and Rocket Lab for new satellites","excerpt":"MDA will act as prime contractor for the satellites, with Rocket Lab providing the spacecraft buses under a $143 million subcontract.","excerpt_en":"MDA will act as prime contractor for the satellites, with Rocket Lab providing the spacecraft buses under a $143 million subcontract."}]},{"direction":"cost","counterparty":"SatixFy (디지털 페이로드 칩)","counterparty_slug":null,"confidence":"high","metric":{"type":"purchase_commitment","unit":"USD million","as_of":"2023-08-31","basis":"차세대 디지털 칩셋 재고 선구매(2025-03 추가 발주 $10M, 2025-04 전체 인수 $193M)","value":20,"period":"2023~","basis_en":"Next-gen digital chipset inventory pre-purchase ($10M more ordered Mar 2025; full acquisition $193M Apr 2025)"},"note":"MDA는 소프트웨어 정의 위성(AURORA)의 핵심인 디지털 빔포밍 페이로드 칩셋을 SatixFy에서 조달해왔다. 2023년 SatixFy 페이로드 사업부(영국)를 4천만 달러에 인수하며 차세대 칩셋 재고 약 2천만 달러를 선구매했고, 2025년 3월 우주급 칩·엔지니어링 1천만 달러를 추가 발주했다. 2025년 4월에는 SatixFy 전체를 약 1억9,300만 달러에 인수하기로 해 칩 공급망을 내재화했다.","note_en":"MDA has sourced the digital beamforming payload chipsets at the heart of its software-defined AURORA satellites from SatixFy: it bought the UK payload division for $40M in 2023 with a ~$20M chipset inventory pre-purchase, ordered $10M more in space-grade chips and engineering in March 2025, and in April 2025 agreed to acquire all of SatixFy (~$193M equity value), internalizing the chip supply chain.","sources":[{"stance":"confirms","publisher":"Via Satellite","publisher_en":"Via Satellite","kind":"news","lang":"en","published_at":"2025-03-17","url":"https://www.satellitetoday.com/manufacturing/2025/03/17/mda-space-orders-10m-worth-of-chips-and-engineering-from-satixfy/","title":"MDA Space Orders $10M Worth of Chips and Engineering from SatixFy","title_en":"MDA Space Orders $10M Worth of Chips and Engineering from SatixFy","excerpt":"The agreement includes a purchase order for $6.7 million for engineering models and space-grade chips, and an authorization to proceed agreement for an additional $3.5 million for engineering work.","excerpt_en":"The agreement includes a purchase order for $6.7 million for engineering models and space-grade chips, and an authorization to proceed agreement for an additional $3.5 million for engineering work."},{"stance":"confirms","publisher":"MDA Space","publisher_en":"MDA Space","kind":"ir","lang":"en","published_at":"2023-08-31","url":"https://mda.space/article/mda-acquires-digital-payload-division-of-satixfy/","title":"MDA Acquires Digital Payload Division of SatixFy","title_en":"MDA Acquires Digital Payload Division of SatixFy","excerpt":"MDA announced it has signed a definitive agreement to acquire SatixFy Space Systems UK Ltd, the digital payload division of SatixFy Communications Ltd... valued at US$40 million... MDA has also secured access to SatixFy next generation digital satellite chipset via an inventory pre-purchase valued at approximately US$20 million.","excerpt_en":"MDA announced it has signed a definitive agreement to acquire SatixFy Space Systems UK Ltd, the digital payload division of SatixFy Communications Ltd... valued at US$40 million... MDA has also secured access to SatixFy next generation digital satellite chipset via an inventory pre-purchase valued at approximately US$20 million."}]},{"direction":"investment","counterparty":"보이저 테크놀로지스","counterparty_slug":"voyager-technologies","confidence":"high","metric":{"qualifier":"confirmed_no_disclosed_value"},"note":"MDA 스페이스는 보이저가 주도하는 Starlab 우주정거장 JV(보이저 지분 61.9%)의 소수지분 파트너로 참여한다. Canadarm 계열 로보틱스 역량이 프로그램에 연결된다. 출자액은 비공개.","note_en":"MDA Space holds a minority equity interest in the Voyager-led Starlab JV (Voyager 61.9%), linking its Canadarm-heritage robotics to the program. Contribution undisclosed.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회(SEC EDGAR)","publisher_en":"U.S. SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-03-10","url":"https://www.sec.gov/Archives/edgar/data/1788060/000162828026016543/voyg-20251231.htm","title":"Voyager Technologies, Inc. FY2025 연차보고서 (Form 10-K)","title_en":"Voyager Technologies, Inc. Annual Report (Form 10-K) FY2025","excerpt":"Each of Mitsubishi, MDA Space and Palantir acquired minority interests in Starlab JV.","excerpt_en":"Each of Mitsubishi, MDA Space and Palantir acquired minority interests in Starlab JV."}]}]}