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Dec 18, 15:19
China hikes drone part prices to Russia amid growing reliance
Chinese suppliers have significantly increased the prices of drone components and dual-use technology exported to Russia, according to trade data that highlights Moscow's growing vulnerability as the conflict in Ukraine continues. Analysis of figures from China's General Administration of Customs indicates that costs for military-grade hardware rose sharply through October 2025, even as export volumes in several categories declined.

Taiwan-based circuit protection component maker Polytronics said its business likely hit a trough in 2025 and is poised for recovery next year, as US defense-related demand for thermal management substrates begins to return after tariff-driven order volatility disrupted shipments.

E-band wireless communication, operating between 71-76 GHz and 81-86 GHz, offers extremely high data throughput and ultra-low latency. Beyond its current use in automotive radar, next-generation satellite communications are emerging as a key potential application for E-band technology.
Taiwan–US defense cooperation is taking a significant step forward as leading American defense technology firms move to establish local operations and supply chains in Taiwan. These developments could pave the way for additional global Tier-1 military contractors to set up a presence in the country.
Taiwan-based Singtex Industrial, a supplier of eco-friendly functional textiles, has begun mass production at its newly invested polyester dyeing and finishing facility in northern Taiwan, marking a major step in its vertical integration strategy even as near-term margins remain under pressure during the capacity ramp-up phase.
Taiwan is increasingly becoming the go-to base for non-China drone supply chains as governments expand defense and security procurement, Ian Hsu, CEO of drone technology firm Earthbook, said on December, 15, 2025.
Taiwan's national drone team has scored another milestone as the Taiwan Excellence Drone International Business Opportunities Alliance (TEDIBOA) recently visited Poland for exchanges and signed a memorandum of understanding (MoU) with the Polish Chamber of Unmanned Systems (PISB). This agreement advances strategic collaboration between Taiwan's drone industry and European democracies, aiming to deepen technical and industrial applications cooperation.
Automotive PCB manufacturer Unitech Printed Circuit Board Corp. is expanding into the low Earth orbit (LEO) satellite market. However, its Thailand plant did not meet customer demand outside the Greater China region in 2025. As a result, overall order momentum slowed, and revenue share fell below 15%. The company expects that once local production normalizes in the second quarter of 2026, the revenue share will rebound to around 20%.
Taiwan-based networking equipment maker Microelectronics Technology Inc. (MTI) is poised to enter 2026 with renewed momentum, forecasting a rebound across its two core business lines: open radio access network (O-RAN) and satellite communications.

SpaceX is moving forward with an insider share sale that values Elon Musk's rocket and satellite company at approximately US$800 billion, setting the stage for what could become the largest initial public offering in history.

Global demand for military and aerospace electronics has surged since 2024, driven by escalating geopolitical tensions, increased defense spending, and rapid progress in unmanned vehicles, battlefield sensing, and satellite communications technologies. Western markets are accelerating upgrades to cross-domain combat architectures, fueling requirements for rugged computing platforms, edge AI computers, and long-lifecycle industrial control systems.
ENE Technology has announced strategic investments in two Taiwanese drone manufacturers, Hsuan Yuan Tech Co. (HY Tech) and Aeroprobing Inc., aiming to advance systematized products and proprietary-brand unmanned aerial vehicles (UAVs). The move signifies the company's transformation from embedded controller expertise to broader system integration and diversified UAV services.