Electro Optic Systems (ASX:EOS), Silex Systems (ASX:SLX) and Weebit Nano (ASX:WBT) operate across defence systems, laser-based isotope enrichment and semiconductor memory technology. During 2026, the companies reported developments involving counter-drone orders, acquisitions, uranium-enrichment infrastructure, quantum-silicon production and ReRAM commercialisation. The three businesses represent different areas of Australia's defence and advanced-technology sector.

Electro Optic Systems (ASX:EOS)

Electro Optic Systems develops defence and space technologies, including remote weapon systems, counter-drone equipment, high-energy laser systems, command-and-control technology and space surveillance capabilities.

For the first half of 2026, Electro Optic Systems (ASX:EOS) reported Revenue of almost AUD 169 million and EBITDA of more than AUD 22 million. Its order book reached approximately AUD 850 million.

The company completed the Acquisition of the MARSS defence Business during 2026, adding the NiDAR AI-enabled command-and-control platform to its counter-drone technology portfolio. The acquisition combined MARSS detection and command capabilities with EOS weapon and counter-drone systems.

EOS also secured a US$124 million, approximately AUD 175 million, order in June 2026 for its Slinger Counter-Drone Remote Weapon System from UAE-based Generation 5. The systems are scheduled to be manufactured in Australia and the UAE, with deliveries planned during 2027 and 2028.

Electro Optic Systems (ASX:EOS) stated in September that its FY26 revenue guidance had increased to AUD 360 million–AUD 400 million as production and order activity continued across its defence operations.

Silex Systems (ASX:SLX)

Silex Systems develops and commercialises its proprietary laser isotope separation technology. Its applications include uranium enrichment for nuclear fuel, enriched silicon for Quantum Computing and isotope-separation technologies for other specialised markets.

Silex Systems (ASX:SLX) owns 51% of Global Laser Enrichment, while Cameco Corporation holds the remaining 49%. GLE is the exclusive licensee of the SILEX technology for uranium enrichment, with development activities conducted in the United States and Australia.

In March 2026, GLE secured a US$98.9 million incentives package from the Commonwealth of Kentucky and McCracken County in connection with the planned Paducah Laser Enrichment Facility.

Weebit Nano (ASX:WBT)

Weebit Nano develops and licenses resistive random-access memory, or ReRAM, technology for the semiconductor industry. Its technology is designed for integration into semiconductor processes used by foundries, integrated device manufacturers and product companies.

For FY26, Weebit Nano reported revenue of AUD 15.276 million. The company recorded a net loss of AUD 54.897 million as Investment continued across research and development, customer programs, commercial activities and organisational expansion. Cash at 30 June 2026 was AUD 168.3 million.

Weebit Nano (ASX:WBT) continued technology-transfer activities with Texas Instruments and onsemi during FY26. Its ReRAM technology had also completed qualification work at DB HiTek, while product customers progressed semiconductor designs incorporating Weebit's embedded memory technology.

By the June 2026 quarter, three product customers had completed tape-out of chip designs incorporating Weebit ReRAM. One of those designs had also produced a functional prototype running software, according to the company's quarterly update.

The Texas Instruments licensing agreement remained part of Weebit's commercial program during FY26, alongside technology-transfer activities and engagement with semiconductor customers. Weebit reported that customer receipts during FY26 increased as licensing and engineering programs progressed.

Weebit Nano (ASX:WBT) uses an intellectual-property licensing model under which customers integrate its ReRAM into semiconductor products, with licensing, engineering and potential Royalty revenue forming parts of the commercial model.

2026 Technology Developments

Electro Optic Systems reported increased defence revenue, additional counter-drone orders and the integration of MARSS during 2026. Its product portfolio includes remote weapon systems, command-and-control platforms and high-energy laser technologies.

Silex Systems progressed two technology programs during the year. GLE secured incentives associated with the proposed Paducah enrichment facility, while construction of the Q-Si Production Plant in Sydney was completed in June.

Weebit Nano reported AUD 15.276 million in FY26 revenue and continued semiconductor customer programs involving ReRAM licensing, technology transfer, qualification and product tape-outs.