Undercover reporters ordered 500 drone mesh modems from a Chinese firm, which billed them to Russia’s Alabuga drone plant, investigation by The Insider found. The outlet estimates the firm makes about half the high-power mesh modems that let Russia steer its drones deep into Ukraine. The firm’s director also named US company AMD as the source of a key chip, and AMD says it has not sold to the firm.

Geran drones and Banderol drone-missiles have become Russia’s main weapons against Ukraine’s energy grid. Russia began this winter’s strike campaign against that grid in late September, ISW assessed. Ukrainians’ survival this winter depends largely on how fast the West halts mesh modem sales to Russia, the outlet argued.

What a mesh modem does

A mesh modem links drones into one radio network. Each unit relays data for the others, so if one drone is shot down, traffic reroutes through the rest. Information keeps flowing even if nearly 80% of the drones are downed, Ukrainian defense adviser Serhii “Flash” Beskrestnov said in November 2025.

Range is the other half of the threat. One XK F-359 holds a line-of-sight link over 100–300 km, The Insider says. In theory, a couple of relay drones could keep a whole attack on Kyiv connected. Operators can then send new commands in flight and steer around air defenses. Russia’s Gerbera drones, first built as cheap decoys, increasingly carry these modems.

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A modem from an upgraded Gerbera

To trace the part, The Insider’s correspondent in Ukraine examined an unmarked mesh modem from an upgraded Gerbera with a vertical tail fin, a version that appeared this summer. The outlet identified it as Xingkai’s XK F-359, the part Ukrainian intelligence and earlier reporting, Euromaidan Press included, had logged as the XK-F358. The Insider calls that label a misidentification.

Next, The Insider and the Nordsint investigative project contacted Xingkai on WeChat, posing as a Russian military supplier based in Alabuga. A company employee who introduced himself as “Jack Jiang” confirmed the firm is the model’s sole maker. The Insider identified him as Jiang Qin, Xingkai’s director and owner.

500 modems, three banks

The reporters then ordered 500 units for delivery to Alabuga, home to the plant that makes most of Russia’s long-range drones. Jiang invoiced 19.5 million yuan, which The Insider put at about $2.87 million. He offered two ways to pay: dollars to Xingkai’s DBS Bank account in Hong Kong, or yuan to his personal Ping An Bank account.

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In the chat, the reporters said outright that the end user was a military production facility. Jiang raised no objection, The Insider reported.

Later, after the reporters asked to update the address, Xingkai sent a revised invoice with “Alabuga” spelled in Latin letters. This time, it routed payment to a China Merchants Bank account in the name of a former Xingkai manager. She left a management post at the company in 2025, according to Tesari corporate records cited by The Insider. None of the three banks answered The Insider’s requests for comment.

Jiang also claimed the modem’s programmable chip is made by AMD. Asked for an AMD license, he refused, saying Xingkai buys the chips through a middleman. AMD told The Insider that Xingkai “is not an AMD customer or authorized partner,” and said it had sold the company nothing. AMD added that it bars exports of its products to Russia that violate US export controls and sanctions.

As of October, Russia has up to 700 ballistic and several thousand cruise missiles in reserve, and its 2026 state order for Geran-type drones and decoys such as the Gerbera exceeded 100,000 units, Ukraine’s military intelligence (HUR) told NV in figures the outlet published on 20 October. The missile stocks are roughly the same as HUR reported to NV in July, the outlet found.

Ukraine enters the heating season facing what it says is a Russian plan to hit 60 infrastructure sites this winter. HUR’s figures suggest Russia has the weapons for it, even after its fall mass strikes. In June, HUR said Russia could fire up to 100 ballistic missiles a month while keeping its stocks steady. Its drone output, meanwhile, is shifting to jets that are harder to shoot down.

Russia produces 110 ballistic missiles a month

Russia can make more than 200 missiles a month, 110 of them ballistic, HUR said. About 115 of its ballistic missiles are Iskander-Ms, with production of up to 65 a month. A modernized Iskander with a projected range of 550 to 700 km is in development.

At the same time, Russia holds up to 400 S-300PM and S-400 air defense missiles adapted to strike ground targets, and makes about 40 a month. Meanwhile, Kinzhal production has been temporarily paused over poor accuracy, and the capacity has gone to conventional ballistic missiles.

Most new Kalibrs go into reserve

Russia plans to make more than 80 Kh-101 cruise missiles a month and is exceeding that, though defects in releasing them from aircraft have sent some batches back to the factories.

Russia has more than 450 Kalibrs and makes about 29 a month. Because Ukrainian air defense downs them effectively, Russia sends most new ones to its strategic reserve and to equip its fleets, HUR said. It also holds more than 600 Oniks anti-ship missiles, upgraded for ground strikes, and more than 120 Zircons.

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Russia now assembles 4,000 jet drones a month

Russia holds a reserve of about 6,200 Gerans and makes about 10,000 drones a month. Its main production hub is the Alabuga special economic zone in Tatarstan.

Since summer, Russia has shifted toward turbojet drones. “The reason is the saturation of Ukraine’s Air Force with mobile fire groups that shoot down low-speed targets en masse,” HUR said. Russia now assembles about 4,000 jet drones a month, mostly Geran-4s and Geran-5s, which fly at 400 to 500 km/h. It also makes about 2,000 cheaper propeller-driven Geran-2s, which HUR said are used to wear down air defense and locate air defense positions.

Ukraine has found the US component in a Russian jet-powered drone targeting civilians, supermarkets, medical warehouses, and bridges. According to its Defense Intelligence, the new weapon contains a PNI5GA magneto-inductive sensor made by the US company PNI Sensor.

The US-made navigation component adds to evidence that Western technology continues to appear in Russia's strike drones. HUR had already identified US-made chips in the Geran-4 in May, but the newly reported PNI5GA is a navigation sensor in a modified version of the drone that Institute for the Study of War (ISW) says Russia may seek to field ahead of winter.

A Russian engine replaces the Chinese one

Russia has also replaced the drone's Chinese-made Telefly turbojet engine with a Russian-made equivalent produced in Alabuga. Russia is using the Alabuga zone to bring more of its drone production home rather than importing Iranian or Chinese parts, according to the ISW.

"The remaining electronic units and components are unchanged and identical to those used in previous Geran UAVs," HUR said.

What the warhead is built to cut

The modified drone also carries a specialized KRSN warhead designed to cut through bridge structures and power-line supports. Presidential adviser Serhii Beskrestnov described the warhead on 30 September, saying it consists of a 40-kilogram main charge and four strike modules. Its warhead is meant to destroy hardened targets made of steel and concrete and to damage cable-stayed bridges.

Russia has stepped up strikes on Kyiv's Northern and Southern bridges across the Dnipro in recent days with such drones.

However, Russia may try to field more resilient and more dangerous versions of its strike drones before Ukraine has effective countermeasures in place. Russia could use them to degrade Ukraine's energy infrastructure and logistics ahead of a winter strike campaign that it said will very likely be brutal.