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Friday 22 August 2025
Urban mining pioneer Lianyou Metals leads in tungsten and cobalt recycling , eyes stronger 2H25
Amid rising geopolitical risks and tightening global supply chains, the strategic value of rare metals has come into sharp focus. Taiwan's Lianyou Metals, leveraging patented smelting technology and a targeted market strategy, has positioned itself at the forefront of "urban mining" in the critical rare metals tungsten and cobalt, strengthening Taiwan's role in the global industrial chain.
Saturday 16 August 2025
US and allies rush to build counter-drone defenses as small UAV threats grow in modern warfare
The Russia–Ukraine conflict has transformed modern warfare, prompting nations to accelerate the development and mass production of diverse attack drones. Future battles may begin with waves of unmanned aerial vehicles (UAVs) whose low-cost, mid-to-long-range strikes are intended to exhaust expensive surface-to-air missiles, whether launched from land, sea, or aircraft, before clearing the way for more destructive warplanes and missiles.
Friday 15 August 2025
Taiwan’s Quaser navigates global headwinds with high-margin strategy

As Taiwan's machinery industry grapples with the dual pressures of currency volatility and rising tariffs, one company is defying the broader sector's gloom. Quaser Machine Tools, a precision equipment manufacturer, is doubling down on the high-margin aerospace sector—and seeing results.

Thursday 14 August 2025
Taiwanese President Lai urges youth to join defense autonomy industries, highlighting drones and robotics
Taiwan President Ching-Te Lai stressed the importance of defense autonomy during his speech at the "2025 Taiwan Venture Capital Summit" on August 12, 2025. He stated that Taiwan has no intention of changing the status quo but must strengthen its national defense.
Wednesday 13 August 2025
How drone makers dodge export rules to fuel military demand
As geopolitical tensions flare, demand for attack drones is soaring. But exporting armed unmanned aerial vehicles is often mired in strict government reviews, stretching delivery timelines by years.
Monday 11 August 2025
KPMG: AI, aerospace, defense sectors attract over 70% of global VC funding
Palmer Luckey, founder of AI defense technology startup Anduril Industries, recently visited Taiwan to personally deliver the company's first batch of Altius-600M attack drones for use by the Taiwanese Army. By defining hardware with software, Anduril has sought to break traditional molds and carve out new opportunities in the defense market.
Monday 11 August 2025
Asia Optical profit soars on strong camera and drone lens sales
Asia Optical held an online investor conference on August 6, 2025, where chairman Yi-Jen Lai praised its second quarter performance. He shared that digital cameras and action cameras are showing promising growth. Due to its broad global deployment, Asia Optical is also confident in their response strategies to tariffs. However, it is paying special attention to the high 40% tariff rate in Myanmar.
Saturday 9 August 2025
Nvidia under fire as US eyes chip tracking to close export loopholes
The US has imposed export controls on critical chips bound for China, but smuggling and transshipment through third countries into China continue to occur, demonstrating that the actual effectiveness of chip export controls is limited.
Friday 8 August 2025
Taiwan races to build drone army as China stockpiles 2 million UAVs
Taiwan's ambitious plans to scale up its drone fleet are facing fresh scrutiny after supply chain sources revealed that China is stockpiling as many as 2 million unmanned aerial vehicles (UAVs), a volume that dwarfs Taiwan's current production capacity and could further strain the island's defense-oriented drone sector.
Friday 8 August 2025
Taiwan drone industry key to defense autonomy and economic development
Taiwan's dual-use military-civilian technology sector has experienced rapid development thanks to support from the Ministry of National Defense (MND), the National Science and Technology Council (NSTC), and the Department of Industrial Technology (DOIT) of the Ministry of Economic Affairs (MOEA). The government's prioritization of domestic procurement for military products and policies promoting defense autonomy have bolstered the local defense industry, creating thriving business opportunities, with the drone industry attracting the most attention.
Friday 8 August 2025
Taiwan should leverage high tech in national defense, says Anduril founder
Palmer Luckey, founder of the US defense unicorn Anduril Industries, recently visited Taiwan and is reportedly seeking opportunities to expand cooperation with Taiwan's supply chain. During his visit, he was invited by the Taiwan AI Academy to deliver a speech on the topic of "Deterrence, Technology, and Defending Taiwan," in which he shared his entrepreneurial journey, the operational effectiveness of technology on modern battlefields, and his perspective on tensions surrounding the Taiwan Strait.
Friday 8 August 2025
Global race to counter drones accelerates as Pentagon backs affordable defense technology
As the Russia-Ukraine conflict drags on and drone warfare becomes increasingly central to battlefield strategy, governments worldwide are accelerating the development and deployment of counter-drone technologies. The urgency has only grown after Israel's targeted drone strikes inside Iranian territory killed several nuclear engineers, underscoring the tactical and geopolitical risks posed by unmanned aerial systems (UAS).
Thursday 7 August 2025
Taiwan's drone and smart machinery sectors poised for takeoff, but face talent and salary hurdles

Taiwan is emerging as a key player in next-generation drone development. However, its ambitions face serious challenges due to a shortage of skilled professionals and uncompetitive salaries in the defense and smart machinery sectors.

Thursday 7 August 2025
Drone makers jockey for position as Taiwan prepares massive UAV buy
Taiwan's drone manufacturers are gearing up for what could be a historic procurement opportunity, as the government moves ahead with plans to acquire a total of 100,000 unmanned aerial vehicles (UAVs). Following an initial tender of nearly 50,000 drones from the Ministry of National Defense, the Executive Yuan's aerospace task force is expected to release a second wave of orders for more than 50,000 units, drawing keen interest from both established players and emerging contenders.
Thursday 7 August 2025
Anduril delivers first batch of attack drones to Taiwan
US defense unicorn Anduril Industries has delivered the first batch of attack drones purchased by Taiwan's Ministry of National Defense (MND). The drones were personally handed over to the MND by Anduril founder Palmer Luckey during a recent trip to Taiwan.
Wednesday 6 August 2025
Transcom's entry into Taiwan's advanced military projects boosted by certification
Gallium arsenide (GaAs), gallium nitride (GaN), and Monolithic Microwave Integrated Circuit (MMIC) power amplifier (PA) specialist Transcom announced on July 31, 2025, that it has made a breakthrough in the critical field of defense communications. The company is also actively expanding into the commercial microwave market, demonstrating strong momentum through a dual-track development strategy.
Wednesday 6 August 2025
Anduril establishes Taiwan hub to scale smart weapons, supply chain integration
Anduril, the US defense tech unicorn, has established a new office in Taiwan as part of its regional expansion. Founder Palmer Luckey visited Taipei on August 4 to speak at National Taiwan University, hosted by the Taiwan AI Academy, and announced the company's official local presence and hiring drive.
Tuesday 5 August 2025
Japan unveils next-gen defense plan centered on space and hypersonic threats

In response to rapid advancements in military technology and an increasingly uncertain global security environment, Japan's Ministry of Defense released two key documents on July 28, 2025: its next-generation information and communications strategy and the Space Domain Defense Guidelines. These initiatives lay out a sweeping vision for cross-branch military modernization centered on next-gen satellite communications and resilient space-based infrastructure.

Monday 4 August 2025
Taiwan announces historic purchase of 100,000 drones in biggest UAV deal yet
Taiwan is dramatically scaling up its drone ambitions in what could become the largest UAV procurement effort in its history. The government plans to acquire up to 100,000 unmanned aerial vehicles in the near term—nearly twice the amount previously announced, marking a major push to bolster both national defense and critical infrastructure protection.
Monday 4 August 2025
Taiwan boosts military drone orders 16-fold as tensions with China escalate
Taiwan plans to spend more than US$1.68 billion acquiring 48,000 military drones by 2027, a 16-fold increase from current levels, as the island strengthens defenses against growing Chinese military pressure, including frequent airspace incursions and median line crossings.
Sunday 3 August 2025
US defense contractors deepen Taiwan ties as AI military applications expand
American defense technology companies are strengthening relationships with Taiwan's tech sector as the Biden administration's AI action plan signals increased military AI spending, potentially boosting demand for dual-use hardware and cybersecurity systems.
Thursday 31 July 2025
Taiwan's first optical remote sensing satellite to launch alongside three homegrown CubeSats
In October 2025, Taiwan Space Agency (TASA) will launch Formosat-8A, the nation's first domestically developed optical remote sensing satellite. Three homegrown 8U CubeSats—Bellbird-1, Black Kite-1, and TORO-1—will share the ride, developed under TASA's "Startup Star Catcher" initiative to foster local space hardware capabilities.
Wednesday 30 July 2025
Taiwan US$1.68 billion military drone order draws eyes from global suppliers
Taiwan's defense ministry plans to procure 48,750 drones across five categories through 2027 with a budget exceeding US$1.68 billion, attracting manufacturers globally as the island bolsters military capabilities amid rising tensions with China.
Wednesday 30 July 2025
China defense export surge tempts South Korea to push for AI-integrated weapons
China's defense industry is transitioning from domestic-focused growth to global competition through artificial intelligence integration and civil-military technology fusion, prompting South Korea to reassess its strategy for achieving its goal of becoming a top four arms exporters worldwide.
Tuesday 29 July 2025
Taiwan's rocket dreams take flight: new facility breaks ground on space sovereignty
Taiwan marked a key milestone in its space development ambitions on July 27, 2025, with the official opening of a new rocket assembly plant and refurbished launch control center in Hsuhai Village in Pingtung County. The facility strengthens the island's space infrastructure and signals progress toward achieving independent launch capabilities.