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Friday 12 December 2025
US advances massive drone purchase as Taiwan firms seize new opportunity

The US and Taiwan plan to accelerate military drone cooperation in 2026 as Washington advances a large procurement program and Congress moves forward with legislation calling for joint development. The efforts are expected to create opportunities for Taiwanese manufacturers in key technologies, supply chains, and overseas markets, according to industry executives.

Friday 12 December 2025
NDAA targets US-Taiwan cooperation on unmanned systems, boosting Taiwan's IC design
The latest National Defense Authorization Act (NDAA) has now been confirmed by the US House and Senate. The bill contains extensive Taiwan-related provisions that require the US Department of Defense to complete by March 2026, including a joint development and production plan with Taiwan for unmanned systems and counter-unmanned systems.
Friday 12 December 2025
Taiwan's optical industry gains defense opportunities amid China-free supply chain shift
To avoid getting entangled in US-China relations, many industries have adopted China-free supply chains, often referred to as "non-red" supply chains, especially in sectors involving defense and national security. As drones gain broader applications, Taiwanese companies are seizing opportunities in the rising importance of the optical industry.
Thursday 11 December 2025
Transcom secures military certification as Taiwan proposes significant defense budget
The Executive Yuan in Taiwan has proposed a NT$1.25 trillion (US$40 billion) special defense budget aimed at enhancing seven critical areas, including air defense, electronic warfare, and cybersecurity. A central focus of the "Taiwan Shield" initiative is to develop a multi-layered air defense system spanning high, medium, and low altitudes to improve national security.
Thursday 11 December 2025
Taiwan firms target defense surge as NT$1.25 trillion budget nears approval
Taiwanese manufacturers are positioning themselves for defense-sector expansion as the government prepares a NT$1.25 trillion (approx. US$40 billion) special budget to accelerate domestic weapons production and strengthen supply chain autonomy. The initiative aligns with a global surge in military spending and is expected to create new opportunities for unmanned systems, aerospace maintenance, and satellite communications.
Thursday 11 December 2025
Pentagon drone demand soars as Marines order Teledyne systems, Orqa ramps up production
Teledyne FLIR Defense won a US$42.5 million order for Rogue 1 loitering munitions from the US Marine Corps, while Croatian drone maker Orqa is expanding capacity to meet rising Pentagon demand for NDAA-compliant systems.
Thursday 11 December 2025
ASML faces scrutiny after report ties customers to China's military suppliers
A Dutch television investigation has raised fresh questions about the reach of ASML's technology inside China. According to a December 9, 2025, report by Nieuwsuur, at least one of ASML's customers is linked to the Chinese military.
Wednesday 10 December 2025
Taiwan and US race to buy 500,000 military drones, testing supply chain resilience

Taiwan and the US plan to procure nearly half a million military drones over the next two years, a rapid buildup that is driving manufacturers to expand production, localize components, and secure testing facilities. The surge in demand is emerging as a key test of whether the drone supply chain can scale fast enough to support large defense programs.

Tuesday 9 December 2025
Taiwan drone giant pursues US$1 billion Pentagon drone contract
Thunder Tiger expects strong demand over the next two years as it prepares to compete for drone procurement programs in Taiwan and the US. General Manager Gene Su said the company will bid on Taiwan's plan to purchase nearly 50,000 military drones in 2026 and 2027 and will also pursue a US Department of Defense initiative worth up to US$1 billion. Su said Thunder Tiger has sufficient capacity to support both markets.
Friday 5 December 2025
Hanwha Systems develops aerospace-grade transceiver chips for South Korea's military LEO independence
South Korean company Hanwha Systems announced the launch of a project to develop aerospace-grade transceiver chips, representing the first time South Korea has independently developed semiconductors for the aerospace sector—a significant step towards autonomous defense space technology.
Friday 5 December 2025
AppWorks identifies 3 startup tracks as LLM race settles
AppWorks Accelerator #31 held a joint Demo Day event on December 2, 2025, with Wistron Accelerator #9 and Indonesia's Telkomsel-backed TINC Batch X, showcasing startups that reflect Asia's evolving AI landscape. About 35% of the participating teams have surpassed US$1 million in annual revenue.
Friday 5 December 2025
Taiwan's defense institute partners with research center to boost drone industry
As Taiwan strengthens its defense capabilities amid growing regional tensions, the development of indigenous drone technology has become a national priority. To accelerate the growth of Taiwan's drone industry and deepen bilateral technological cooperation, the Metal Industries Research and Development Centre (MIRDC) signed a "Strategic Technology Cooperation Memorandum for Drone Industry Development" with the National Chung-Shan Institute of Science and Technology (NCSIST) on December 2, 2025.
Thursday 4 December 2025
US races to shore up drone supply chain as China forges ahead

The US is accelerating efforts to rebuild a secure, China-free drone supply chain as Beijing's gains in unmanned aircraft technology and production put growing pressure on Washington's defense and law-enforcement agencies.

Monday 1 December 2025
PVD set to enter US military supply chain with tank night vision displays
Geopolitical tensions and regional conflicts have heightened attention on the defense industry. Taiwan-based PowerView Display (PVD), leveraging its expertise in military-grade display technology and international patent portfolio, has developed a night vision imaging system (NVIS) LCD module poised to enter the US military supply chain.
Saturday 29 November 2025
Taiwan seeks 48,000 military drones in US$1.5 billion procurement push

Taiwan's Ministry of National Defense has opened bidding for what officials say will be the country's largest military drone purchase yet, a five-model program covering 48,000 unmanned aircraft valued at up to NT$50 billion (approx. US$1.55 billion). The tender lays out technical requirements for drones to be delivered between 2026 and 2027 and signals the start of mass production for Taiwan's fast-growing defense UAV industry.

Friday 28 November 2025
Taiwan boosts funding for system-level IC designs, focuses on drone sensors and secure chips
Taiwan's Industrial Development Administration said it has approved 28 projects under its 2025 IC design subsidy program, selecting 33 companies for a combined NT$1.3 billion in government funding. The agency expects the initiative to generate nearly NT$36 billion in commercial opportunities as the island pushes system-level innovation in AI, drones and advanced sensing.
Wednesday 26 November 2025
Taiwan unveils US$40B defense boost to accelerate kill chain capabilities and secure key supply chains
Taiwan's President Lai Ching-te Lai has proposed an additional NT$1.25 trillion (US$40 billion) defense budget to accelerate asymmetric warfare development, expand AI-enabled kill chain capabilities, and secure a supply chain that does not rely on China. The Ministry of National Defense said on November 26, 2025, that the plan would run from 2026 to 2033 and support three core priorities.
Wednesday 26 November 2025
HPE wins US$931M Pentagon cloud contract to modernize defense data centers

The US Department of Defense has awarded Hewlett Packard Enterprise a ten-year, US$931 million contract to build a hybrid cloud system that will support the Pentagon's expanding artificial intelligence and data processing needs. The Defense Information Systems Agency (DISA) will deploy HPE's GreenLake Private Cloud platform across multiple high-security military data centers to strengthen the department's classified computing capabilities.

Wednesday 26 November 2025
Japan sets new strategic tech priorities, tightens cyber rules for chip plants
Japan is preparing to designate artificial intelligence, nuclear fusion, space, and other advanced sectors as "national strategic technologies," while moving to require stricter cybersecurity protections at semiconductor plants that receive government subsidies, according to reports from Nikkei and financial news outlet Minkabu. The dual initiatives highlight Tokyo's push to strengthen technological competitiveness and reduce supply chain risks amid intensifying global competition.
Tuesday 25 November 2025
Taiwan expands list of core national technologies to strengthen trade secret protection
The Taiwanese government has expanded its list of core national technologies from 32 to 42 items to enhance the protection of trade secrets and prevent unlawful infringements. The National Science and Technology Council (NSTC) coordinated efforts among various ministries, industry associations, and academic experts to update the list in accordance with the National Security Act.
Monday 24 November 2025
Memory shortage, US govt shutdown disrupts short-term military-grade notebook growth
The momentum for military-grade products remains steady, but recent volatility stems from two main factors. First, the US government shutdown delayed procurement schedules, and second, a global memory chip shortage has strained the supply chain. With relatively small shipment volumes, military-grade computer makers have limited pricing negotiation power. As a result, manufacturers have resorted to volume-driven sales at lower prices, impacting gross margins.
Saturday 22 November 2025
Taiwan fast-tracks Chiayi drone hub to attract global defense firms

Taiwan is accelerating efforts to transform Chiayi's Minsyong district into a national hub for drone research and manufacturing. The National Chung-Shan Institute of Science and Technology expects the new Aerospace and UAV Industrial Park to welcome its first tenants in 2028 as the government positions unmanned systems as a critical growth industry.

Saturday 22 November 2025
Taiwan boosts drone industry with new chip subsidies and industrial park
Taiwan is stepping up efforts to expand its drone ecosystem as governments worldwide race to secure autonomous systems and related supply chains. The Executive Yuan and the National Chung-Shan Institute of Science and Technology (NCSIST) are advancing new initiatives that aim to strengthen the development of critical drone chips, boost domestic manufacturing capacity, and improve testing infrastructure.
Friday 21 November 2025
Taiwan's US$1.4B ambition to build a global drone hub takes flight
Taiwan has approved a multiyear strategy to expand its drone industry and position the country as a key hub in the global democratic drone supply chain. The plan, endorsed during a committee meeting of the National Institute of Applied Research on November 19, 2025, aims to lift local production capacity, close technology gaps, and boost the value of Taiwan's drone sector by 2030.
Tuesday 18 November 2025
Carbon-Based Technology wins Albatross II drone mass production contract
Carbon-Based Technology (CBT), a Taiwanese carbon fiber composite manufacturer, recently announced it has officially secured the contract for the Albatross II unmanned aerial vehicle (UAV) from the National Chung-Shan Institute of Science and Technology (NCSIST). According to NCSIST's plan, the company will produce the UAV's core composite structures and undertake integration tasks, marking a new milestone in Taiwan's domestic defense drone development.