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Friday 30 January 2026
Boeing signals stronger 2026 outlook as aircraft deliveries accelerate
Boeing's latest earnings report points to a more positive operating outlook for 2026, driven largely by improving aircraft deliveries and production progress. For the global aerospace industry, demand is no longer the primary concern—supply is. Boeing's renewed urgency to raise output is being welcomed across its supply chain, including aerospace manufacturers in Taiwan.
Thursday 29 January 2026
Taiwan, US expand AI, drone cooperation under Pax Silica framework
Taiwan's Minister of Economic Affairs, Ming-hsin Kung, joined senior US State Department officials on January 27, 2026, in the US to conclude the sixth US-Taiwan Economic Prosperity Partnership Dialogue (EPPD). The two sides signed a joint statement on the Pax Silica Declaration and US-Taiwan Cooperation on Economic Security.
Wednesday 28 January 2026
Taiwan bets on drone swarms with Anduril Lattice AI command playing key role
Taiwan has introduced an initiative to strengthen its air defense system by integrating US-made and domestically produced missiles and radars into a networked kill chain that it calls the "Taiwan Shield," or "Taiwan Dome." Such a program has drawn attention to the strategic value of integrated battle command systems (IBCS). Currently, proposals from US companies, Northrop Grumman and Anduril Industries, are under consideration by Taiwan's National Chung-Shan Institute of Science & Technology (NCSIST).
Wednesday 28 January 2026
'Taiwan Dome' drives shift toward networked defense warfare

"Taiwan Dome" has emerged as a key concept in Taiwan's defense strategy, drawing increased attention across the defense and technology sectors. The approach centers on system integration to build a networked combat architecture, placing greater emphasis on command platforms capable of coordinating operations across multiple domains. Alongside close cooperation between Taiwan's Ministry of National Defense and the US to introduce advanced technologies, Taiwanese companies are also expanding their investments in related areas.

Tuesday 27 January 2026
G-Tech Optoelectronics ventures into military drones with Firestorm Labs, Aerkomm

G-Tech Optoelectronics (GTOC) said its wholly owned subsidiary has partnered with US defense technology startup Firestorm Labs and aerospace and defense solutions provider Aerkomm to advance next-generation military drone production and combat system integration, marking GTOC's entry into the military-grade unmanned aerial vehicle market. The company plans to establish a drone assembly line in Taiwan.

Monday 26 January 2026
Leading US defense companies deepen partnerships with Taiwan
The US views Taiwan as a key partner in advancing defense technologies, and is working closely with Taiwan's industry to combine the US's strengths in R&D and innovation with Taiwan's manufacturing and hardware expertise, according to American Institute in Taiwan (AIT) director Raymond Green.
Saturday 24 January 2026
Taiwan drone alliance sets US FCC certification in sight
Taiwan's Excellence Drone International Business Opportunities Alliance has expanded to more than 260 member companies as it steps up efforts to capture overseas demand, with securing US regulatory clearance emerging as its top priority for 2026.
Friday 23 January 2026
Taiwan reveals NT$1.25 trillion defense plan, targets 200,000-drone force

Taiwan's Ministry of National Defense has released select non-classified details of a special military procurement package totaling NT$1.25 trillion (approx. US$39.5 billion), offering a clearer picture of a strategic shift from conventional warfare toward technology-driven operations.

Friday 23 January 2026
'Freedom isn't free': AIT director pledges US backing for Taiwan's asymmetric warfare strategy, defense supply chain
The American Institute in Taiwan (AIT) Director Raymond Greene, on January 22, reaffirmed strong US support for Taiwan's defense modernization and defense-industry cooperation, underscoring that closer US-Taiwan collaboration is essential as Taiwan ramps up record defense spending and prioritizes asymmetric warfare capabilities.
Thursday 22 January 2026
Advanced lenses become critical as drones move beyond photography
As the global drone market enters a new growth curve in 2026, an "airspace revolution" driven by military reconnaissance, industrial inspection, and logistics delivery is emerging as the next strategic frontier for the optical-lens industry after smartphones. For optics manufacturers, drones are no longer simply cameras that happen to fly; they are complex optoelectronic systems that integrate high-precision imaging, environmental sensing, and edge computing.
Wednesday 21 January 2026
Taiwan Ministry of National Defense releases major drone procurement order, increasing domestic IC design investment
After the Ministry of National Defense (MND) of Taiwan completed a classified report to the Legislative Yuan on a special military procurement bill totaling NT$1.25 trillion (approx. USS$39.4 billion), it also released plans to purchase more than 200,000 units of various types of drones. Additionally, 1,000 unmanned surface vessels, in hopes of establishing stronger asymmetric warfare capabilities. Although the planned procurement of more than 200,000 drones is still somewhat lower than current demand in Ukraine and Eastern European countries, it still represents a good opportunity for Taiwan's supply chain to demonstrate its capabilities.
Tuesday 20 January 2026
Epirus achieves first takedown of fiber-optic guided drone with microwave system
In a global first, US defense startup Epirus successfully disabled and crashed a fiber-optic guided drone using a lightweight version of its Leonidas high-power microwave (HPM) system during a test in December 2025. The demonstration represents a landmark in electronic warfare, showing the system's ability to neutralize drones that communicate via fiber-optic links and evade conventional jamming, according to Tectonic.
Tuesday 20 January 2026
Taiwan's Ubiqconn bets on drones and edge AI to rebalance its business

Ubiqconn Technology says its accumulated strengths in maritime communications and satellite applications are continuing to underpin expansion into new lines of business, even as near-term revenue remains under pressure. Orders for its unmanned vehicle ground control stations (GCS) have begun entering the delivery phase, while higher-value applications such as edge AI computing and visual recognition are advancing steadily, moves the company expects will improve its revenue mix and margins over time.

Monday 19 January 2026
US-Taiwan defense ties deepen by 15% tariff cap
After securing a 15% tariff cap, the next step is to examine future directions of US-Taiwan bilateral cooperation. Aside from establishing models to help Taiwanese companies enter US supply chains and form industrial clusters, the US is also committed to expanding investment in Taiwan's five trusted industries. The defense industry will be the most important to observe as both countries deepen cooperation.
Saturday 17 January 2026
US rollback on Chinese drone ban to only have limited influence on Taiwan IPC sector
The US Department of Commerce recently revoked restrictions imposed by the Federal Communications Commission (FCC) in late December 2025 that banned imports of new drones and components from Chinese manufacturers, including DJI and Autel Robotics, due to national security concerns. This reversal complicates earlier assumptions that Taiwanese suppliers would gain significantly from displaced orders. However, industry experts suggest the impact on Taiwan's industrial PC (IPC) sector may be limited.
Friday 16 January 2026
US drops China drone proposal; Taiwan suppliers press ahead
The US Department of Commerce has withdrawn a previously proposed plan to restrict imports of Chinese-made drones, a move that some observers view as a goodwill signal ahead of an expected meeting between US President Donald Trump and Chinese President Xi Jinping.
Thursday 15 January 2026
UHT, Fong Jaw partner on dual-use VTOL drone for defense and commercial markets

Taiwan-based advanced materials supplier UHT Unitech has signed a memorandum of understanding with aerospace manufacturer Fong Jaw Aerospace to jointly develop, manufacture and sell a medium-payload vertical takeoff and landing unmanned aerial vehicle branded as Cougar, as the partners seek opportunities in global defense and high-end commercial drone markets.

Thursday 15 January 2026
Hanmi Semiconductor leans into EMI shielding as satellite and 6G demand grows
Hanmi Semiconductor has drawn industry attention in recent years for its thermal compression bonding equipment used in high-bandwidth memory production. As low-earth-orbit satellite deployments expand and the industry moves toward 6G, the company's electromagnetic interference shielding equipment is also gaining importance.
Thursday 15 January 2026
Taiwan chipmakers unfazed by US drone policy shifts

The US Department of Commerce recently said it would withdraw a previously proposed policy to impose a blanket ban on imports of Chinese-made drones, easing immediate regulatory pressure but reviving questions in some quarters about the trajectory of non-China drone supply chains. Taiwanese chipmakers that have invested heavily in drone-related technologies have taken a more measured stance, saying that policy adjustments in Washington have not altered the underlying demand for non-China supply chains, particularly in defense applications.

Thursday 15 January 2026
Taipower deploys AI-powered drones for boiler inspections, enhancing maintenance efficiency
Taiwan Power Company (Taipower) has introduced an indoor drone inspection system at its thermal power plants, incorporating artificial intelligence (AI) to analyze boiler tube surfaces in real time and automatically detect cracks. This development replaces the traditional, labor-intensive method of erecting scaffolding to manually inspect the tubes, enabling broader coverage and speeding up repair processes.
Wednesday 14 January 2026
US drone policy swings highlight security and geopolitical tensions
Over the past year, US policy toward Chinese-made drones has shifted repeatedly, reflecting differing approaches across government agencies. Congress, the Federal Communications Commission, and the Department of Commerce have each advanced restrictions at varying levels, citing concerns that include national security, cybersecurity risks, and supply chain resilience.
Tuesday 13 January 2026
CES 2026: Microip showcases vision tech for transit and drones
Microip, a Taiwan-based chip and system developer, used CES 2026 to highlight its move beyond standalone silicon, presenting a vision-based artificial intelligence platform that combines proprietary algorithms with flexible hardware deployment as demand grows across security, transportation, and drone applications.
Tuesday 13 January 2026
CES 2026: Elan Microelectronics pushes into drones and smart transit
Taiwanese touch controller maker Elan Microelectronics Corporation returned to the Consumer Electronics Show in 2026 after several years away, using the Las Vegas event to outline how its long-standing work in visual artificial intelligence is extending into smart transportation and drone-related applications.
Monday 12 January 2026
US scraps planned restrictions on Chinese-made drones

The US Commerce Department has withdrawn a proposal that would have restricted or potentially barred imports of Chinese-made drones, stepping back from a regulatory effort aimed at addressing national security and supply chain risks, according to a notice posted on a US government website.

Saturday 10 January 2026
Tex Year targets AI and optoelectronics specialty chemicals
Tex Year Industries has just about completed its layout in specialty adhesives, materials, and chemicals for the AI and optoelectronics industries. It expects to see a significant increase in shipments and double-digit growth in 2026. This year, Tex Year will focus on five areas: AI cloud data centers, EVs, drones, smartphones, and Mini LED displays.