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.

Amkor Technology Korea is considering investing about KRW1 trillion (approx. US$650 million) to expand its chip packaging and testing facilities in the South Korean city of Gwangju, according to Korean media reports and city officials. The company has not officially announced the plan.

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.

Samsung Electronics is considering building an advanced semiconductor packaging facility in the southwestern city of Gwangju, a move that would expand its backend chipmaking footprint as demand for high-bandwidth memory and AI-related chips grows.