Taiwan's drone supply chain is notching fresh wins, with downstream players such as Thunder Tiger and Taiwan's Aerospace Industrial Development Corporation (AIDC) continuing to secure orders while upstream suppliers, especially chipmakers, are quietly expanding their deployments and market share. For military and commercial drones in particular, Taiwanese chip vendors are now working closely with local customers as well as customers in Europe and the US to integrate a range of on-board image-processing and AI recognition modules, plus applications such as flight control and ground control stations.
Micro-Star International (MSI) said its gross margin recovered to 15% in the first quarter of 2026, after tariff costs, foreign exchange swings, and memory price surges weighed on profitability last year. Inventory clearing and more stable end-product pricing supported the rebound.
China's tighter scrutiny of foreign capital is forcing more companies to unwind red-chip structures, the offshore ownership model that powered a decade of overseas listings by Chinese technology groups.
Apple remains behind the leaders in large language model development, but its vast iPhone installed base and growing tablet and smartphone sales are creating favorable conditions for its AI push. For global users, the company's next moves could shape how everyday devices handle privacy, context, and cross-app tasks across major software ecosystems.
