美国聚变工业协会（FIA）：2026年全球聚变行业供应链研究报告（英文版）（21页）.pdf

1、2026THE FUSION INDUSTRY SUPPLY CHAIN22THE FUSION INDUSTRY SUPPLY CHAIN 2026CONTENTS25 fusion companies completed the survey:Total reported spend in 2025:$538 millionProjected spend for 2026:$681 million Largest current supply chain concerns are advanced components such as power electronics and vacuu

2、m vessels.Largest future concerns are fuel infrastructure and first wall materials,while scaling component supply remains high on the list.Fusion fuel cycle technologies represent an emerging supply chain need,with 54%of companies planning to work with external suppliers on development.The supply ch

3、ain is growing:70%of fusion companies have seen an increase in established supply chain companies pivoting to fusion,and 44%have seen new companies entering the fusion supply chain.25%have seen existing suppliers successfully scale up capacity to meet needs.67 suppliers(FIA affiliate members)complet

4、ed the survey:Suppliers see fusion opportunities ranging from$50,000-$750 million.100%plan to expand work with fusion companies.75%made investments to expand fusion capacity in the last year,ranging from$30,000 to$65 million,with a median investment of$1 million.72%believe they can scale capacity as

5、 demand grows.69%say a lack of long-term visibility of fusion needs makes future planning and investment difficult.KEY FINDINGSIntroduction 4Part 1:The view from the fusion industry 5Part 2:The view from the supply chain 13Recommendations 25Conclusion 26Supplier profiles 27Image credit:Commonwealth

6、Fusion Systems34THE FUSION INDUSTRY SUPPLY CHAIN 2026Now,in 2026,one of the key developments this year is the first“trade show”of the fusion industry,where the developers and suppliers will meet in person and strengthen relationships.In the years since the first report,FIA has welcomed many new affi