South Korea's SeAH SST Joins America Makes: $160M Texas Plant to Produce 6,000 Tons of Specialty Alloy/AM Powder in H2
On August 4, 2026, SeAH Superalloy Technologies (SST), the U.S. subsidiary of South Korea's SeAH Besteel Holdings, officially announced its membership in America Makes, the U.S. National Additive Manufacturing Innovation Institute. SST also disclosed that its specialty alloy and additive manufacturing powder plant in Temple, Texas, is nearing completion. The project, with a total investment of KRW 2.13 trillion (approximately $160 million), is designed to produce 6,000 tons annually, covering a full range of AM powders including nickel-based superalloys, titanium alloys, and cobalt-chromium alloys, with commercial production slated to begin in the second half of 2026. SeAH Besteel Holdings, a specialty steel and alloy manufacturer under the SeAH Group, holds over 40% of the domestic special steel market in Korea. This move into the North American AM powder market via its U.S. subsidiary SST marks a key step in its transition from traditional specialty steel to high-end powder metallurgy. The SST Texas facility will be equipped with multiple VIGA and EIGA atomization systems capable of producing aerospace-grade spherical powders such as IN718, IN625, Ti64, and CoCrMo, with target customers including U.S. aerospace engine manufacturers like GE Aerospace, Pratt & Whitney, and Boeing. America Makes, a public-private partnership for additive manufacturing led by the U.S. Department of Defense, counts GE Additive, Lockheed Martin, and NASA among its members. SST's membership signifies the official entry of Korean capital into the North American aerospace-grade AM powder supply chain, which has been dominated by American and European/Japanese companies. This move is expected to reshape the competitive landscape of the North American aerospace powder market, currently led by Carpenter Technology (U.S.), ATI Metals (U.S.), and Aubert & Duval (France). For powder buyers, SST's 6,000-ton capacity, once operational, will significantly boost global supply of high-end AM powders, particularly nickel-based superalloys (IN718/IN625) and titanium alloys (Ti64), potentially exerting competitive pressure on the current pricing structure dominated by Carpenter, ATI, and Aubert & Duval. For domestic powder exporters, SST's America Makes membership means its products will gain priority access to the U.S. defense supply chain certification system, presenting direct competition. Domestic powder companies should monitor SST's certification progress and its pricing strategies for Asia-Pacific customers.
2026-08-04
3D Systems Beats Q2 Revenue Expectations at $94.6M, Metal AM Drives Growth, Shares Up 9% After Hours
3D Systems (NYSE: DDD) reported Q2 2026 results on August 4, 2026, with revenue of $94.6M (down 0.3% YoY, but up 1.4% excluding the software divestiture), slightly above the analyst consensus of $93.76M. Non-GAAP EPS came in at -$0.04, beating expectations of -$0.05, and Adjusted EBITDA was -$0.8M, an improvement of 81.8% YoY. The company held $129M in cash as of June 30. Shares rose ~9% in after-hours trading. Metal additive manufacturing was the standout growth driver this quarter. CEO Jeffrey Graves highlighted double-digit growth in both metal and polymer hardware printer systems, with metal 3D printing expanding its footprint across four core markets: medical technology, aerospace & defense, and data center infrastructure. Segment breakdown: Healthcare solutions generated $48.1M (+6.8% YoY, 50.8% of revenue), with med tech growing over 20%. Industrial solutions brought in $46.5M (-6.7% YoY), but aerospace & defense and data center infrastructure each grew over 20%. 3D Systems is in a strategic transition from polymer-centric to a balanced metal AM portfolio, and the acceleration in metal hardware shipments in Q2 validates this strategy. Q3 guidance calls for revenue of $96-99M and Adjusted EBITDA between -$3M and $1M, reflecting management's confidence in continued improvement in the second half. The company is also advancing a $28M government-funded metal printer R&D project. Value for powder buyers: 1) Double-digit metal hardware printer growth directly boosts demand for medical- and aerospace-grade powders such as titanium alloys (Ti64), nickel-based superalloys (IN718/IN625), and cobalt-chrome (CoCrMo) — a growing installed base of 3D Systems equipment means sustained increases in powder consumption. 2) The 20% growth in med tech is especially positive for dental and orthopedic implant powders (CoCrMo/Ti64 ELI); the 20% aerospace growth benefits superalloy powders. 3) Watch for tender activity from 3D Systems' powder suppliers for its equipment, as well as potential new powder specifications arising from the $28M government R&D program.
2026-08-04
Over 60% of China's Medical-Grade 3D Printed Tantalum Powder Comes from This Guangdong Company
Stardust Technology (Guangdong) Co., Ltd., a spin-off from the Guangdong Academy of Sciences' Institute of New Materials, specializes in high-end refractory metal powders via radio-frequency (RF) plasma spheroidization. Since its founding in 2019, the company has mastered multi-process routes for producing spherical powders of rare refractory metals and compounds—including tantalum, niobium, tungsten, and their alloys—with core technologies fully self-developed. As a national high-tech and Guangdong 'Specialized, Refined, Distinctive, and Innovative' enterprise, it offers integrated solutions encompassing advanced equipment, spherical powders, and 3D printing. Its powders feature spherical degrees ≥95%, purity ≥99.95%, low oxygen content, and minimal satellite particles, making them suitable for SLM, EBM, and DED processes. Key applications span aerospace, biomedical implants (with over 60% domestic market share for medical tantalum powder and 2,000+ implant surgeries), nuclear energy, defense, communications, and semiconductors. The company operates a full production chain—from 15kW to 100kW RF plasma spheroidization systems, plasma rotating electrode atomization, and vacuum gas atomization to hot isostatic pressing—alongside precision testing instruments for quality control. It also hosts a leading 3D printing service platform in South China for material validation, prototyping, and batch production.
2026-08-03