5N Plus is trading 5% up now at CA$26.25 after announcing on September 3, 2026, that it was selected for a US$7.3 million U.S. defense award.

  • The project will establish domestic gallium-arsenide component production for U.S. defense applications.
  • Production will be supported at its St. George, Utah facility, addressing a strategic semiconductor supply-chain gap.
  • The company-specific defense award is the clearest catalyst for the strong opening move.