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Friday 10 July 2026
Winmate's June revenue hits record on defense and edge AI demand
Winmate said its June revenue reached a new record, underscoring how defense, unmanned systems, and edge AI demand are shaping industrial technology supply chains worldwide. The Taiwan-based maker said growth remained on track, with full-year performance expected to extend double-digit expansion as global orders broaden.
Friday 10 July 2026
Thunder Tiger sees Taiwan's edge in drone supply chains
Drones should be seen as "flying computers," and Taiwan has an edge in the drone market with its supply chain advantages, according to Thunder Tiger chairman William Chen. Moreover, since as much as 80% of drone components on the frontlines in Russia and Eastern Europe come from China, defense buyers in Europe and the US have become more concerned about the urgent need for "non-red" supply chains.
Tuesday 7 July 2026
US Army depot ramps up drone parts production to cut foreign dependence
The US Army is expanding drone component production at Tobyhanna Army Depot in Pennsylvania, shifting the site from a maintenance center into a manufacturing hub for brushless motors and circuit boards. The effort is designed to strengthen US supply chains and reduce reliance on China and other overseas suppliers, according to Defense Daily and Breaking Defense.
Tuesday 7 July 2026
Schaeffler seeks new growth from defense and aerospace as Tier 1 transformation accelerates
Global automotive Tier 1 suppliers are speeding up cross-industry transformation as the car sector's shift puts pressure on long-term growth, and Schaeffler is expanding beyond auto parts into humanoid robots, defense, and aerospace to find fresh momentum.
Monday 6 July 2026
Taiwan drone makers gain as Europe focuses on trust and supply chain resilience
Global drone demand continues to heat up, and Taiwanese manufacturers are aggressively expanding overseas. Industry players say the market's most urgent focus has shifted from price and delivery time to competition among trusted supply chains.
Monday 6 July 2026
Europe's defense boom has a semiconductor problem
Europe's defense industry is running into a structural bottleneck: the semiconductors needed for modern missiles, drones, radar, communications, and electronic warfare cannot be produced domestically at scale. Even as defense budgets rise across the EU, the industrial base needed to turn spending into capability remains constrained by dependence on foreign microelectronics.
Friday 3 July 2026
'Switchblade' drone maker AeroVironment deepens Taiwan supply chain ties
US drone maker AeroVironment has worked closely with Taiwan-based supply chain partners over the past three years, with the company noting that many of its product components are now co-developed and manufactured by both sides. Moreover, the defense tech company has also established a direct communication channel in Taiwan in recent years to support Taiwan's national defense resilience program.
Thursday 2 July 2026
Commentary: G2 rivalry simmers– China quietly watches as US pressure sends Asia's defense industry into overdrive
The annual Shangri-La Dialogue, considered the most important defense and security conference in the Asia-Pacific region, was held this year in Singapore at the end of May. For this year's conference, however, China kept a low profile by sending a deputy president from its National Defense University, a move seen as its attempt to minimize the significance of the conference.
Thursday 2 July 2026
South Korea plans CIA-style fund to build its own Palantir

South Korea plans to set up a government-backed venture fund modeled on the CIA's In-Q-Tel, betting that direct state investment can help produce homegrown security-technology companies in fields such as AI, drones, cyber defense and aerospace.

Wednesday 1 July 2026
TMY Technology clears Taiwan listing review, satellite and defense businesses drive turnaround

The Taiwan Stock Exchange (TWSE) Listing Review Committee approved TMY Technology Inc.'s application to list on the Taiwan Innovation Board (TIB) on June 30. The proposed listing remains subject to final approval by the TWSE board of directors.

Monday 29 June 2026
DARPA seeks radically low-power, damage-tolerant computers for austere battlefield environments
The US Defense Advanced Research Projects Agency (DARPA) issued a request for information (RFI) on June 18 seeking concepts for "low-resource computing" that can operate with almost no electricity, minimal memory, and continued function despite hardware damage. The RFI invited input from academic institutions, companies, and individual inventors and set a July 17 deadline for replies; DARPA said it will follow up with an invitation-only workshop in August in Hanover, New Hampshire, to review promising proposals.
Friday 26 June 2026
Samsung SDI targets US battery supply chains with US$20M Forge Nano investment
Samsung SDI, a battery and electronic materials manufacturer, has entered an agreement to help US-based Forge Nano build a 3 GWh per year battery manufacturing site in Morrisville, North Carolina. The deal capitalizes on both Samsung's desire to avoid US tariffs and the American military's goal to develop non-China supply chains, including in batteries.
Friday 26 June 2026
Taiwan to draft new drone budget after defense bill cuts
Taiwan's Executive Yuan has decided to draft a separate special bill to support drone development and procurement after the Legislative Yuan cut relevant items from the NT$1.25 trillion (approx. US$39 billion) special budget for national defense, with the Executive Yuan citing national security concerns and the need to build an autonomous industrial supply chain. The move comes as a delegation of lawmakers, led by Speaker Daniel K.Y. Han, returns from a visit to TSMC's Arizona plant and meetings with US lawmakers, yet it remains unclear whether that trip will help win opposition support for the drone bill.
Friday 26 June 2026
Taiwan revives NT$210 billion drone procurement plan amid industry hopes and concerns
Taiwan's Ministry of National Defense has revived a NT$210 billion (approx. US$6.6 billion) special bill for unmanned vehicle procurement after the Legislative Yuan in May 2026 stripped out all domestic-industry-friendly items from an earlier defense special budget, leaving only arms purchases. The Executive Yuan has now approved the draft, raising hopes and concerns across the drone industry.
Friday 26 June 2026
Europe aggressively pursues non-red supply chains; Thunder Tiger showcases unmanned combat systems in Poland
Unmanned aerial vehicle (UAV) manufacturer Thunder Tiger recently participated in the Taiwan Expo in Europe 2026 in Warsaw, Poland, showcasing its combat solutions. It said European markets are prioritizing non-red supply chains. In addition to establishing a presence in Ohio, the company has obtained multiple certifications and is integrating with Taiwanese suppliers to build a non-Red supply chain ecosystem.
Friday 26 June 2026
Taiwan drone makers pivot to non-China supply chains to win overseas markets
Taiwanese drone manufacturers are accelerating their expansion into overseas markets as domestic defense and program budgets remain unstable, executives said, making international sales the primary growth engine. Demand varies by region, and firms are increasingly emphasizing their non-China supply chains to address geopolitical concerns and customer requirements.
Wednesday 24 June 2026
Europe's quantum patents hit record growth, but startup funding loses steam

At VivaTech 2026 in Paris last week, Philippe Keryer, Chief Strategy and Innovation Officer at Thales, identified Europe's core quantum challenge in a single observation: "The problem is not really how we invent, it's really how we scale."

Tuesday 23 June 2026
Chinese Premier Li Qiang puts China's advanced manufacturing agenda on display before Summer Davos
Chinese Premier Li Qiang will attend Summer Davos 2026, to be held from June 23 to 25 in Dalian, Liaoning province. The forum, formally the Annual Meeting of the New Champions, will feature a speech by Li. Ahead of the event, Li visited Dalian on June 22 to inspect local heavy industry and advanced equipment manufacturers, signaling China's continued policy support for advanced manufacturing.
Saturday 20 June 2026
Foreign drone certification rules push Taiwan firms toward JVs

Taiwan's drone exports continue to gain momentum, driving local manufacturers to expand overseas more aggressively. But as they enter foreign markets, Taiwan companies face long local certification timelines and other regulatory hurdles, pushing their overseas strategies away from simple exports and toward localized production and joint ventures.

Thursday 18 June 2026
AbonMax eyes double-digit drone revenue by end-2026
AbonMax Technology said on June 16 that drone revenue still accounts for only about 7% to 8% of its total sales, but the company expects more visible operating results by the end of 2026 as government procurement orders and overseas expansion begin to take effect.
Thursday 18 June 2026
Taiwan 2026 GDP could top 10%, says Minister of Economic Affairs
Taiwan's 2026 GDP growth is on track to exceed 10% as AI demand powers the island's economy, Minister of Economic Affairs Ming-hsin Kung said, adding that this level of growth may be achieved given current trends. He pointed to stronger-than-expected exports from the AI supply chain and traditional industries such as machinery.
Tuesday 16 June 2026
Ubiqconn returns to YoY revenue growth in May as unmanned systems business expands
Ubiqconn Technology reported consolidated revenue of NT$121 million (approx. US$3.84 million) for May 2026, down 7% from the previous month but up 2% year-over-year, marking a return to monthly revenue growth. Cumulative consolidated revenue for the first five months of 2026 totaled NT$799 million.
Tuesday 16 June 2026
Taiwan drones advance to Green UAS certification, accelerate US market push
Taiwan's drone industry is set for a major milestone in the second half of 2026, as the Industrial Technology Research Institute (ITRI) has secured qualification from the Association for Uncrewed Vehicle Systems International (AUVSI) to serve as a Green UAS certification body. The move is expected to accelerate certification for complete drones and components, helping local suppliers enter the US and global markets faster.
Saturday 13 June 2026
Taiwan drone suppliers push into Western defense chains as Ukraine demand climbs

Taiwan's drone suppliers are seeking deeper ties with Western defense contractors and Ukraine's wartime drone industry, as export demand accelerates and buyers look for alternatives to China-dependent supply chains.