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Mar 5, 07:47
Column: US drone policy reshapes supply chain opportunities for Taiwan
On June 6, 2025, US President Donald Trump signed two executive orders—"Unleashing American Drone Dominance" and "Restoring American Airspace Sovereignty"—mandating that the US drone industry exclude technology, parts, and materials from controlled countries (China, Russia, Iran, North Korea). The orders encourage adopting allied technologies to build an autonomous, resilient domestic ecosystem supporting the low-altitude economy and critical defense needs.
Egis Technology and its subsidiaries are jointly exhibiting at the 2026 Mobile World Congress (MWC 2026). Centered on integrated terrestrial and space connectivity, physical AI, and low-power intelligent computing, the group is highlighting its comprehensive capabilities in satellite IoT, edge AI visual perception, drone system integration, ultra-low latency wireless transmission, and ultra-low power AI chips.
MediaTek announced a collaboration with SpaceX's Starlink to demonstrate satellite communication technology for supporting mobile devices in receiving emergency alert services, potentially reaching users outside terrestrial network coverage.

As geopolitical tensions ripple through global markets, the 2026 Space-Comm Expo is set to open in London under unusually heightened expectations.

In late February 2026, the US and Israel launched coordinated strikes against Iran, deepening an already entrenched Middle East stalemate. During Operation Epic Fury, the US military confirmed it had deployed low-cost suicide drones for the first time—repurposing and upgrading technology rooted in Iran's own designs.
The US military's first deployment of low-cost suicide drones has become a standout feature in its recent operation against Iran, demonstrating that while individual units are inexpensive, the true advantage lies in advanced AI and communication technologies behind them.
Recent joint airstrikes by the US and Israel against Iran, followed by Iran's retaliatory attacks on nearby US military bases in Bahrain and Qatar, disrupted local flight schedules and communications, bringing "communication resilience" back into international focus and elevating the 2026 UK Space‑Comm Expo as a barometer for satellite backup technologies.
Taiwan Mobile announced on March 2 that it had signed a strategic cooperation memorandum of understanding with AST SpaceMobile at MWC 2026 to promote the integration of space-based base stations with existing mobile networks in Taiwan. The companies said the partnership will accelerate the deployment of satellite-terrestrial communication architectures.
The intensifying conflicts in the Middle East are fueling demand for defense digitalization. Getac Holdings chairman James Hwang noted that as countries worldwide increase their defense budgets and adopt new warfare technologies like drones and AI digitalization, Getac's defense-related revenue, which accounted for about 20% in 2025, is expected to grow further in 2026.

The organizers of Space-Comm Expo Europe have confirmed the final lineup of speakers for what is set to be Europe's largest commercial space gathering, taking place March 4-5 at ExCeL London.

A high-stakes dispute between the US Department of War and AI company Anthropic has reshaped the emerging market for military AI, ending a major government partnership and clearing the way for rival OpenAI to step into classified defense deployments.

US Central Command (CENTCOM) confirmed that in its February 28 airstrike on Iran, it deployed for the first time the LUCAS (Low-Cost Uncrewed Combat Attack System), a low-cost combat attack drone manufactured by SpektreWorks and modeled on Iran's Shahed-136 unmanned aerial vehicle.