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Thursday 8 January 2026
Transcom's 2026 rebound: Taiwan Dome drives counter-drone demand
Transcom is targeting a return to growth in 2026 as defense procurement picks up and demand rises for counter-drone systems and air-defense infrastructure, following a steep revenue decline last year tied to delayed military certifications and shipments.
Wednesday 7 January 2026
US stealth drone RQ-170 spotted after reported Venezuela operation

At least one of the US Air Force's most secretive drones, the RQ-170 Sentinel, may have supported the US operation on January 3 that saw the capture of Venezuelan President Nicolas Maduro and his wife, according to foreign media reports and analysis by defense observers.

Wednesday 7 January 2026
Column: US political economy enters new era of industrial revival and strategic decoupling
The global economic landscape underwent three major transformations in 2025: the Great Rebalancing, the evolution of the AI supercycle, and a US industrial revival driven by national security considerations.
Tuesday 6 January 2026
DCC Technology rebrands as Nexora, subsidiary targets military and aerospace
Field-programmable gate array (FPGA) designer DCC Technology recently held a shareholders' meeting and approved a company name change. After completing administrative procedures, the company officially announced its new name as Nexora. The name combines tech themes like "Next" and "Aurora" to signify "the next dawn," symbolizing a commitment to innovation built on a solid technical foundation while looking toward long-term industry development.
Monday 5 January 2026
GTOC signs 5-year US defense deal for aerospace glass conformal antennas
G-Tech Optoelectronics (GTOC), a glass processing subsidiary of Hon Hai Precision Industry (Foxconn), announced it has signed a five-year framework agreement with a US defense systems integration contractor, covering the period from December 31, 2025, to December 30, 2030. The partnership will comply with relevant defense, national security, export control, and supply chain security regulations in the US, Japan, and Taiwan.
Monday 5 January 2026
Kawasaki banned by Japanese defense ministry over submarine engine fraud, raising export trust concerns
Japan's Ministry of Defense announced in December 2025 that it had suspended Kawasaki Heavy Industries from bidding on defense contracts until March 11, 2026, a 2.5-month ban following revelations of falsified fuel efficiency data for submarine engines supplied to the Maritime Self-Defense Force.
Monday 5 January 2026
NAFCO posts record December revenue and is optimistic for 2026
The National Aerospace Fasteners Corporation (NAFCO) revenue for December 2025 hit a new record of NT$405 million (approx. US$12.9 million), up 7.84% month-over-month and 19.61% year-over-year. In response to customer demand, the company will continue to expand its Malaysia operations while pushing capacity at its Taiwan plant.
Friday 2 January 2026
Europe's defense tech market surges with ongoing Russia-Ukraine conflict; UK and Germany lead AI innovation
Europe's defense technology sector is experiencing rapid growth as the ongoing Russia-Ukraine war and rising geopolitical tensions drive increased investment in AI-driven defense solutions. The UK and Germany have emerged as the primary hubs for startups focused on advanced military technologies, signaling a shift in defense priorities across the continent.
Monday 29 December 2025
China eases IPO rules for reusable rocket firms to speed space ambitions
China has eased listing requirements for private companies developing reusable commercial rockets, shifting regulatory scrutiny away from short-term financial performance and toward technological milestones, as Beijing steps up efforts to close the gap with the United States in launch capabilities and low-Earth-orbit satellites.
Friday 26 December 2025
Semiconductor, defense drive ChenFull Precision's 2026 performance toward double-digit growth
ChenFull Precision president CM Lai stated during an earnings call on December 24 that looking ahead to 2026, strong growth momentum in both the semiconductor and defense sectors is expected. For ChenFull, semiconductor business revenue is projected to rise by 20% to 30%, while the defense business is also showing robust potential with opportunities to deliver double-digit growth. Overall gross margin is anticipated to return to around 30%.
Friday 26 December 2025
ENE Technology eyes custom ICs amid US drone import ban
Microcontroller (MCU) maker ENE Technology has officially entered the drone industry, partnering with Taiwan's HY Tech, Aeroprobing, and Egis to integrate communications, vision modules, and AI image processing and computing technologies. The company also established a new business unit staffed with drone experts to compete in the customized drone IC market.
Friday 26 December 2025
From satellites to solar power: How space became the next strategic battleground2025
The space industry is undergoing a profound transformation. What was once the domain of government agencies has become a strategic battleground. Commercial innovation, military priorities, and economic competition now converge beyond Earth's atmosphere.
Friday 26 December 2025
China surges ahead of US in drone patents, heightening pressure on Taiwan

China has maintained a clear lead over the US in drone-related technology patents since 2016, highlighting a widening technology gap as Taiwan seeks to expand its domestic drone industry and reduce reliance on China-centric supply chains. The divergence underscores the scale of the challenge facing Taiwan at a time when governments worldwide are accelerating procurement of unmanned systems and reassessing supply chain security.

Thursday 25 December 2025
Taiwan pivots to bigger drones as component crunch reshapes supply chains
Unmanned aircraft are becoming central to modern military operations, driving a surge in government procurement that is reshaping Taiwan's drone industry. The US, Japan, and Taiwan have all announced large-scale drone purchases. But the rapid expansion is straining supply chains, production capacity, and delivery timelines. Industry executives say closer coordination and clearer division of labor across suppliers will be critical for companies seeking to secure contracts and scale output.
Wednesday 24 December 2025
US ban on DJI sparks Taiwan drone investment in America

The Federal Communications Commission (FCC) will block the sale of foreign-made drones in the US, a decision believed to target Chinese market leader DJI and could prompt Taiwanese suppliers to accelerate investment in US manufacturing.

Friday 19 December 2025
Supply chain shift lifts Taiwan's AIDC as US plant nears initial output
Aerospace Industrial Development Corp. said it is on track to begin limited production at its first US manufacturing site by the end of 2025. The milestone positions the Taiwanese aerospace supplier to benefit from a global reordering of supply chains and closer alignment with US defense and commercial customers.
Thursday 18 December 2025
China hikes drone part prices to Russia amid growing reliance
Chinese suppliers have significantly increased the prices of drone components and dual-use technology exported to Russia, according to trade data that highlights Moscow's growing vulnerability as the conflict in Ukraine continues. Analysis of figures from China's General Administration of Customs indicates that costs for military-grade hardware rose sharply through October 2025, even as export volumes in several categories declined.
Thursday 18 December 2025
MilDef Crete to double rugged PC output amid defense order surge
MilDef Crete, a Taiwan-based maker of rugged computers, is accelerating a major capacity expansion as rising global defense spending fuels a surge in military orders, positioning the company to double production by 2026 and shift its business further toward defense-focused systems.
Wednesday 17 December 2025
Polytronics bets on 2026 turnaround as US defense orders rebound

Taiwan-based circuit protection component maker Polytronics said its business likely hit a trough in 2025 and is poised for recovery next year, as US defense-related demand for thermal management substrates begins to return after tariff-driven order volatility disrupted shipments.

Wednesday 17 December 2025
US defense tech firms anchor in Taiwan, builds local supply chains
Taiwan–US defense cooperation is taking a significant step forward as leading American defense technology firms move to establish local operations and supply chains in Taiwan. These developments could pave the way for additional global Tier-1 military contractors to set up a presence in the country.
Wednesday 17 December 2025
Singtex scales up Taiwan dyeing plant, bets on green textiles amid margin pressure
Taiwan-based Singtex Industrial, a supplier of eco-friendly functional textiles, has begun mass production at its newly invested polyester dyeing and finishing facility in northern Taiwan, marking a major step in its vertical integration strategy even as near-term margins remain under pressure during the capacity ramp-up phase.
Tuesday 16 December 2025
Taiwan emerges as non-China drone hub as defense demand surges
Taiwan is increasingly becoming the go-to base for non-China drone supply chains as governments expand defense and security procurement, Ian Hsu, CEO of drone technology firm Earthbook, said on December, 15, 2025.
Tuesday 16 December 2025
Poland leads Taiwan drone exports as cooperation expands in Eurasian market
Taiwan's national drone team has scored another milestone as the Taiwan Excellence Drone International Business Opportunities Alliance (TEDIBOA) recently visited Poland for exchanges and signed a memorandum of understanding (MoU) with the Polish Chamber of Unmanned Systems (PISB). This agreement advances strategic collaboration between Taiwan's drone industry and European democracies, aiming to deepen technical and industrial applications cooperation.
Monday 15 December 2025
Taiwanese IPC firms gain foothold in global aerospace and defense electronics amid rising demand
Global demand for military and aerospace electronics has surged since 2024, driven by escalating geopolitical tensions, increased defense spending, and rapid progress in unmanned vehicles, battlefield sensing, and satellite communications technologies. Western markets are accelerating upgrades to cross-domain combat architectures, fueling requirements for rugged computing platforms, edge AI computers, and long-lifecycle industrial control systems.
Saturday 13 December 2025
How a Taiwan startup is filling gaps in inertial navigation supply chains
Taiwanese startup Aegiverse is carving out a strategic role in the island's defense and aerospace supply chains by developing high-precision inertial navigation systems (INS) powered by its proprietary fiber optic gyroscope (FOG) technology.