Taiwan's Legislative Yuan began a clause-by-clause review on July 27 of the Executive Yuan's draft Special Act for the Procurement of Domestically Developed Defense Unmanned Systems, but ruling and opposition lawmakers remained divided over the proposed procurement framework.

Gallium arsenide (GaAs) foundry WIN Semiconductors (WIN) expects infrastructure revenue to continue growing in the third quarter of 2026, driven by demand from low Earth orbit (LEO) satellites and other aerospace applications, while shipments of smartphone power amplifiers (PAs) and Wi-Fi products are expected to remain broadly flat or post modest growth.

Taiwan's proposed legislation governing unmanned systems remains stalled as competing political parties continue to debate multiple versions of the bill. For the drone industry, however, prolonged uncertainty over the regulatory framework poses a greater challenge than the legislation itself.

India expanded manufacturing incentives, entered private orbital launches, attracted new investment, and faced smartphone demand pressures amid rising component costs.

Taiwan's Aerospace Industrial Development Corporation (AIDC) has spent nearly a decade pushing AI adoption, moving from smart manufacturing in 2015 to full-scale generative AI deployment in 2024, and turning years of production experience into digital corporate assets. Information chief I-ting Fang said the company now hopes to transform its AI and smart manufacturing expertise into a business model that can help more suppliers and manufacturers accelerate AI transformation.