Investment Opportunity
Ceramics used to follow the design. Now they set the limit
Strocera formulates advanced ceramic powders for space, AI infrastructure and defence. Three platforms rest on one foundation: an adjustable-CTE glass-ceramic, a high-purity alpha-alumina, and Apollo-referenced lunar regolith simulants.
Not a better grade inside an existing catalogue. The material engineered around an operating condition that no published grade covers.
The need is here. The supply is not.
Projected global space economy by 2035, up from $630B today. Every lunar system is validated in regolith simulant before it flies.
Big-5 hyperscaler capex in 2026, roughly 75 per cent of it into AI infrastructure, where packaging and thermal stability now gate performance.
European Allies' defence spending in 2026, an all-time record, with ceramic armour demand rising alongside it.
US ceramic capacity is absorbed by domestic defence demand. German capacity is absorbed by domestic industry. European programmes are left without a supplier, just as EU funding opened to dual-use materials in June 2026.
SOURCES: WORLD ECONOMIC FORUM / MCKINSEY · HYPERSCALER CAPEX GUIDANCE 2026 · NATO / EDA 2026
Three markets moved.
The material did not.
NASA now commits to at least one lunar surface landing every year, with five or more commercial lander programmes flying in parallel. Each one is a recurring simulant buyer.
Lead time on advanced AI packaging. Heat is named the top constraint on AI infrastructure, and low-expansion materials are its bottleneck.
NATO's core defence floor through 2035. A decade-long funding commitment under ceramic armour, where alumina is the fastest-growing material segment.
Four decades of ceramic formulation,
now in space & AI.
40+ years of research
The expertise behind Strocera is forty years of technical ceramic formulation, built in a university laboratory and proven in defence and industrial programmes
Characterised, not claimed
Every published specification is characterised to ASTM method on our own instrument stack: XRD, XRF, dilatometry, laser diffraction, SEM-EDS.
European-adjacent supply
A Turkiye-produced, Europe-facing route into markets where US capacity is export-restricted and German capacity is committed at home.
Sabanci University spin-out with Inovent, the university technology transfer office, as partner. Netherlands commercial entity in formation. NDA, MTA and NRE frameworks in place.
The deck is sent on request.
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