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Feb 6
Taiwan's drone exports surge, with economics ministry confident in NT$20 billion target
Taiwan's drone industry has rapidly grown from scratch to exporting to European countries like Poland and the Czech Republic, generating over NT$3 billion (US$95 million) in output within just one year. Minister for economic affairs Ming-hsin Kung expressed strong confidence on January 5 that Taiwan's drone production value will reach NT$20 billion annually.
Minister of Economic Affairs Ming-hsin Kung completed the sixth Taiwan-US Economic Prosperity Partnership Dialogue (EPPD) on January 27, 2026, with US Under Secretary of State Jacob Helberg. During the meeting, the two sides signed the Joint Statement on the Pax Silica Declaration. According to the statement, as AI accelerates innovation and reshapes the global economy and supply chains, the two sides will deepen their comprehensive economic partnership and establish an economic security order based on trust, technological complementarity, shared interests, and a common commitment to a more prosperous future.
Chunghwa Telecom (CHT) announced the results of its consolidated business operations for the fourth quarter of 2025 on February 3: consolidated revenue reached NT$65.65 billion (US$2.08 billion), up 0.5% year-on-year; operating profit dropped by 2.2% to NT$11.38 billion (US$360 million); EBITDA decreased slightly by 0.2% to NT$21.55 billion (US$681 million); net income attributable to parent company shareholders rose 3.2% to NT$9.29 billion (US$294 million); and earnings per share (EPS) stood at NT$1.20.

The US Department of War has invited 25 companies to compete in the first phase of a major initiative to deploy low-cost, weaponized one-way attack drones at scale. The move is part of a broader effort to overhaul the military acquisition system and counter the rising influence of unmanned systems on the battlefield.

Boeing, one of the world's two largest aircraft manufacturers, recently posted stronger-than-expected earnings and signaled further increases in aircraft deliveries, injecting fresh momentum into the global aerospace supply chain. Riding that wave, National Aerospace Fasteners Corporation (Nafco), a Tier-1 supplier of engine fasteners to Boeing, is accelerating its capacity expansion. The company has broken ground on the second phase of its Malaysia facility, scheduled for completion in the fourth quarter of 2027—underscoring a striking reality, executives say: the biggest challenge is no longer demand, but production capacity.

SpaceX's acquisition of xAI has been presented as a response to the growing power and cooling demands of artificial intelligence. At the same time, the transaction reshapes Elon Musk's group of companies by combining launch services, satellite networks, data platforms, and AI development, with potential implications for how investors evaluate SpaceX's long-term prospects.
Blue Origin recently unveiled plans to deploy its TeraWave satellite constellation starting in the fourth quarter of 2027, signaling a strategic push into space communications beyond traditional launch services. According to DIGITIMES Research, TeraWave's core objective is not to compete in consumer broadband but to establish a space-based optical backhaul network, using satellites to handle high-capacity data transmission across regions and continents.
Taiwan's National Chung-Shan Institute of Science and Technology (NCSIST) has partnered with US-based B&P Littleford to forge a new chapter in Taiwan-US defense industry cooperation. The partnership will introduce advanced equipment and mature technologies, having successfully completed a capacity expansion plan for a 300-gallon pharmaceutical mixing facility and plant infrastructure after nearly four years of work.
SpaceX is in discussions to merge with other companies controlled by Elon Musk, including artificial intelligence startup xAI, as the rocket manufacturer prepares for a potential initial public offering later this year, Reuters reported.
Following its official proposal to "take computing power to space," China has unveiled a more concrete roadmap for future aerospace development as part of its 15th five-year plan.
Boeing's latest earnings report points to a more positive operating outlook for 2026, driven largely by improving aircraft deliveries and production progress. For the global aerospace industry, demand is no longer the primary concern—supply is. Boeing's renewed urgency to raise output is being welcomed across its supply chain, including aerospace manufacturers in Taiwan.
Tron Future Tech, Taiwan's premier provider of anti-drone technologies, is set to showcase its latest leap in defense innovation at the Singapore Airshow 2026, held from February 3–8.