A new report released by the Taiwanese national think tank Research Institute for Democracy, Society and Emerging Technology (DSET) found that Taiwan's drone battery industry has achieved steady growth and significant progress in recent years, with Taiwan now Ukraine's third-largest supplier of drone batteries, behind China and Vietnam.
Buima said that its June 2026 revenue continued to rise on stronger green energy business and battery backup unit (BBU) module shipments, with sales the second quarter and first half of 2026 holding steady. The company said demand for low-Earth-orbit satellites, energy storage systems (ESS), and distributed energy remained strong, supporting its outlook for the rest of the year.
Six-inch silicon carbide (SiC) substrates, a third-generation semiconductor product that has faced oversupply and falling prices for the past two years, have clearly bottomed out and are even starting to recover as capacity remains constrained and demand emerges across multiple sectors. Semiconductor distributors say supply is now tight, and customers who want to buy more must pay more, with new orders becoming increasingly hard to absorb.
Taiwanese panel manufacturer Innolux reported unaudited consolidated revenue of NT$21.7 billion (approx. US$675.4 million) for June 2026, up 5.1% from the previous month and 17.25% from a year earlier. Unaudited consolidated revenue for the second quarter totaled NT$63.6 billion, down 4.6% from the first quarter. Cumulative revenue from the first half of 2026 reached NT$130.23 billion, up 16.11% year-over-year and the highest for the same period in the past five years.
Iron Force Industrial reported NT$409 million (US$12.71 million) in consolidated revenue for June, up 2.24% from a year earlier, as the Taiwanese manufacturer said its automotive business stayed resilient and its push into AI server cooling broadened its outlook. For the first half of 2026, consolidated revenue reached NT$2.442 billion, down 3.06% from the same period in 2025.
Volkswagen Group is advancing a broad 2030 restructuring focused on simplifying products, reducing capacity and changing governance, while unresolved issues such as plant closures and layoffs remain a barrier to execution. The plan, outlined by executives and reflected in recent operating data, comes as the automaker faces weaker deliveries in China and the US, even as Europe shows steadier demand.
Yulon Nissan reported June 2026 revenue on July 13, posting NT$1.236 billion(US$38.53 million), down 1.91% year on year but up 13.63% from May. The automaker said the monthly result was a five-month high and its second-highest level of 2026, supported by stronger sales and delivery momentum as it awaited benefits from new models.
Taiwan's automotive parts makers are accelerating their transformation into high-tech suppliers as the global expansion of advanced semiconductor capacity and AI server infrastructure creates new demand for precision-engineered components. Companies traditionally focused on powertrain, transmission, and safety systems are leveraging decades of manufacturing expertise to secure positions in semiconductor equipment and AI liquid-cooling supply chains, creating new growth engines beyond their core automotive businesses.
China is tying its climate agenda more closely to industrial policy. The State Council's newly released Action Plan for Carbon Peaking in the 15th Five-Year Plan sets ambitious targets that could further accelerate domestic new energy vehicle (NEV) adoption while intensifying pressure on foreign automakers.
Aker said auto and industrial control customer demand drove double-digit revenue growth in the first half of 2026, while AI-related power components also saw a sharp increase in shipments. The quartz component maker said it is also advancing optical communications products, targeting mass production of its 312.5MHz model by year-end and a 625MHz upgrade in 2027.
Sitronix Technology said this week that zero-capacitance touch with display driver integration (TDDI) and automotive display drive IC (DDI) will drive its growth in 2026, as the chipmaker reported strong June and second-quarter revenue and said demand should remain positive into the second half of the year.
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