Under the long-standing global navigation technology landscape dominated by the US GPS, China's independently developed and operated BeiDou Navigation Satellite System (BDS) is rapidly emerging, gradually expanding its global influence.

Taiwan's National Science and Technology Council revised its beyond 5G satellite development strategy following significant delays, pivoting toward international partnerships rather than domestic production.

Taiwan-based high-density interconnect (HDI) board manufacturer Compeq Manufacturing has reported robust growth in its low-earth orbit (LEO) satellite communications segment, which is expected to exceed 20% of total revenue in 2025.

Hon Hai Technology Group (Foxconn) and France's Thales Group have signed two memoranda of understanding (MOUs) aimed at potential cooperation in the semiconductor and satellite sectors. The announcements were made during the Choose France summit, hosted by President Emmanuel Macron to attract foreign investment.

National Aerospace Fasteners Corporation (NAFCO) is positioned for robust performance in 2025, benefiting from Boeing's order rebound and supply chain disruptions affecting competitors, according to General Manager Alvin Lin.

Boeing landed its largest-ever single order as Qatar Airways agreed to purchase 210 wide-body aircraft during US President Donald Trump's recent Middle East visit. The deal, announced on April 14, includes 130 Dreamliners and 30 777X jets, with options for 50 additional aircraft, alongside an agreement with GE Aerospace for over 400 engines.

Taiwan's first Formosat-8 remote sensing satellite will ship to the US in August for an October launch aboard SpaceX's Falcon rocket, marking a significant advancement in the island's space capabilities and national security infrastructure.

Fred Pan, president of Taiwanese stainless steel and cable maker Walsin Lihwa, says US tariffs have prompted buyers to front-load orders into early 2025, helping stabilize the company's home market. While conditions in Taiwan and China are expected to hold steady through the second quarter, Europe remains a weak spot, with ongoing economic challenges weighing heavily on demand.

Recent escalations in the India-Pakistan conflict have ignited intense aerial skirmishes, marked not only by modern fighter jets but also by sustained drone assaults. Contrary to earlier industry forecasts anticipating a cooling drone market as conflicts in Ukraine and the Middle East wane, the emergence of this new frontline has sustained strong demand for drones, especially attack models.

Trade sanctions and tech blockades have become the preferred weapons of influence in the ongoing geopolitical tug-of-war between the United States and China. Yet for all the volleying, victories have been uneven—and in some cases, surprising.

Intelligent Epitaxy Technology (IntelliEPI), a supplier of epitaxial wafers, is positioned for strong performance in 2025, driven by increasing demand in the artificial intelligence and defense sectors. The company's chairman, Yung-Chung Kao, anticipates moderate operational growth in the second quarter of 2025, supported by a positive outlook for orders. However, the supply of indium phosphide (InP) substrates remains a critical variable, with shipments expected to remain balanced. The company's overarching goal is to achieve an all-time revenue peak for the year.