Two Ukrainian defense-tech firms, The Fourth Law and Odd Systems, have joined forces to mass-produce thermal imaging sensors in Europe and the US, The Fourth Law told Militarnyi. The goal is to wean Western militaries off foreign suppliers, chiefly China, for the core part of every thermal camera.

Amid Russia's daily attacks, Ukrainian drone makers have been shifting production to allied countries. Linza and Zoom drones are now built in Germany, and another top manufacturer has taken its technology to Canada and Finland. Sensor plants would move a core component west, not just finished drones.

A Western answer to Chinese sensors

The project, called Project Foundation, will build long-wave infrared sensors, known as microbolometers. These chips register heat, so a camera can pick out a person or vehicle at night or through smoke. The aim, The Fourth Law said, is to "ensure the sovereignty of Western countries in the field of thermal imaging technology."

Plants in Europe and the US from 2027

The project will run two sites, First Foundation in Europe and Second Foundation in the US, from a headquarters in Eindhoven, a Dutch semiconductor hub. Mass production is due to start in 2027. Within three years, the partners want to quadruple Europe's output of these sensors and double America's.

Why Europe's supply isn't enough

Ukraine's front line burns through sensors faster than Europe can make them. "Europe currently produces less than 500,000 such sensors per year, while Ukraine consumes this amount in about five months," Odd Systems co-founder Yaroslav Azhniuk said in February, when he first announced plans for a plant able to make one million sensors a year. European sensors cost about five times as much as Chinese ones and are hard to buy at all, because Europeans need them too, he added.

Factories working for Ukraine abroad have already become sabotage targets. In March, an arson attack in Pardubice, Czechia, destroyed nearly all the production capacity of a plant making drones and thermal sights for Ukraine's army. Czech investigators are looking into a possible Russian trail behind the attack.

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Robert Reich, a former US secretary of labor, is a professor of public policy emeritus at the University of California, Berkeley. He is a Guardian US columnist and his newsletter is at robertreich.substack.com. His new book, Coming Up Short: A Memoir of My America, is out now in the US and in the UK