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Thursday 12 February 2026
Taiwan charts course toward defense autonomy with NT$400 billion push
For Taiwan, the threat of a Chinese blockade is not merely military — it is industrial. Beijing's tightening grip on global technology supply chains has made clear that any conflict could sever the island's access to the materials and components its defense sector depends on. Taipei's response is to build a defense industry that can sustain itself from within.
Wednesday 11 February 2026
CSBC eyes profit turnaround in 2026 with momentum from building submarines and vessels for Taiwan Navy
Taiwanese shipbuilding company CSBC expects to return to profitability in 2026 as its full-year 2025 revenue rebounded significantly, aligning with its operational plans despite ongoing losses. The company highlighted the momentum from Taiwan's indigenous defense shipbuilding program, including the recent fourth submerged test of the CSBC-built Hai Kun-class defense submarine off the coast of the southern Taiwanese city of Kaohsiung, with production schedules extending through 2038, underpinning long-term growth.
Monday 9 February 2026
Takaichi's election victory clears path for Japan's chip sovereignty, military buildup
Japanese Prime Minister Sanae Takaichi's decisive victory in the lower house election has strengthened her government's ability to advance policies tied to economic security, bringing renewed attention to the future direction of Japan's semiconductor and defense technology agenda.
Thursday 5 February 2026
Taiwan invited to join Trump's Pax Silica initiative
Minister of Economic Affairs Ming-hsin Kung completed the sixth Taiwan-US Economic Prosperity Partnership Dialogue (EPPD) on January 27, 2026, with US Under Secretary of State Jacob Helberg. During the meeting, the two sides signed the Joint Statement on the Pax Silica Declaration. According to the statement, as AI accelerates innovation and reshapes the global economy and supply chains, the two sides will deepen their comprehensive economic partnership and establish an economic security order based on trust, technological complementarity, shared interests, and a common commitment to a more prosperous future.
Wednesday 4 February 2026
Pentagon selects 25 vendors for attack drone program

The US Department of War has invited 25 companies to compete in the first phase of a major initiative to deploy low-cost, weaponized one-way attack drones at scale. The move is part of a broader effort to overhaul the military acquisition system and counter the rising influence of unmanned systems on the battlefield.

Monday 2 February 2026
Taiwan's defense institute partners with US firm to boost critical manufacturing capacity
Taiwan's National Chung-Shan Institute of Science and Technology (NCSIST) has partnered with US-based B&P Littleford to forge a new chapter in Taiwan-US defense industry cooperation. The partnership will introduce advanced equipment and mature technologies, having successfully completed a capacity expansion plan for a 300-gallon pharmaceutical mixing facility and plant infrastructure after nearly four years of work.
Monday 2 February 2026
SpaceX weighs merger with Tesla or xAI ahead of planned IPO
SpaceX is in discussions to merge with other companies controlled by Elon Musk, including artificial intelligence startup xAI, as the rocket manufacturer prepares for a potential initial public offering later this year, Reuters reported.
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.
Monday 26 January 2026
MIPS accelerates S8200 RISC-V NPU timeline

MIPS has accelerated the development timeline of its S8200 neural processing unit, a RISC-V–based NPU designed for real-time, low-latency edge AI, as the company continues to advance its strategy around what it calls "Physical AI," following its integration into GlobalFoundries.

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.
Monday 19 January 2026
Column: How organizations and individuals can prep for quantum computing threats
Cyber attackers are already taking action even though Q-Day may still be several years away. Society must act now to prevent quantum threats.
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.
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.

Monday 12 January 2026
Qatar, UAE join US-led Pax Silica supply chain pact
Qatar and the United Arab Emirates are set to join a US-led initiative to secure artificial intelligence and semiconductor supply chains, expanding a framework Washington views as a cornerstone of its economic security strategy.
Monday 12 January 2026
Trump calls for US defense budget hike to US$1.5 trillion, urges contractors to boost capacity
US President Donald Trump has publicly called for raising the 2027 US defense budget to US$1.5 trillion, a sharp increase of more than 50% from the current US$901 billion. In a social media post, Trump highlighted that this funding increase is necessary to build a "Dream Military" in "these very troubled and dangerous times."
Monday 12 January 2026
Beijing pulls out rare earth card against Japan; Murata says production unaffected so far
On January 6, 2026, China's Ministry of Commerce (MOFCOM) announced that, to safeguard national security and interests, it would strengthen export controls on dual-use items to Japan. It also initiated an anti-dumping investigation on specialty gases exported to Japan's chip industry. This goes far beyond its previous rare earth controls, with vague definitions for military and civilian applications.