A surge in global demand across defense and aerospace sectors—including military weapons, unmanned systems, commercial aircraft, and low-Earth orbit satellites—is fueling rapid growth and pushing material requirements to new heights. Among the key beneficiaries: carbon fiber composites, prized for their high strength and lightweight properties. As performance and fuel efficiency become critical differentiators, carbon fiber has emerged as a strategic material, opening the door for suppliers to move upmarket into advanced global supply chains.

Just before midnight on July 31, the White House released the long-awaited list of reciprocal tariff rates by country, potentially drawing a temporary line under months of trade turbulence that have roiled global markets since April.

Taiwan is emerging as a key player in next-generation drone development. However, its ambitions face serious challenges due to a shortage of skilled professionals and uncompetitive salaries in the defense and smart machinery sectors.

Taiwanese precision manufacturer JPP Holding is deepening its aerospace ambitions with the acquisition of France's Segnere, a key supplier to Airbus and Dassault Aviation. The deal, completed through its European subsidiary, gives JPP full ownership of Segnere and solidifies the group's presence in the French aerospace supply chain — including new access to defense-sector contracts.