Washington has spent years tightening controls on Chinese technology across strategically important supply chains. That playbook is now expanding into drones, where the Trump administration's latest tariffs seek not only to restrict Chinese market access but to reshape the economics of the broader unmanned-aircraft supply chain.

US President Donald Trump has moved to impose tariffs of up to 100% on drone systems and components deemed strategically sensitive. The step follows moves by the Federal Communications Commission (FCC) to tighten market access for foreign-made drones, including a July proposal to restrict the continued import and marketing of certain previously authorized foreign-produced drones and critical components.

Twoway Communications said its July 2026 consolidated revenue was NT$139 million (US$4.3 million), down 0.4% from a year earlier. For January to July 2026, consolidated revenue reached NT$1.1 billion, up 35.0% from the same period in 2025.

Amid escalating geopolitical tensions, defense awareness is rising rapidly worldwide, with drone and counter-drone technologies becoming key areas of development for governments and defense industries. Taiwan is also continuing to upgrade technologies for radar detection, missile defense, and other military systems.

Taiwan-based optical lens maker Zhong Yang Technology is benefiting from redirected orders from Europe and the US as customers seek alternatives to China-made components, a shift the company expects to drive sharp growth in its drone lens business through 2027.