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.

Micro-Star International (MSI) said its gross margin recovered to 15% in the first quarter of 2026, after tariff costs, foreign exchange swings, and memory price surges weighed on profitability last year. Inventory clearing and more stable end-product pricing supported the rebound.

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.

Apple's WWDC 2026 keynote pointed to a major shift in the company's platform strategy, as Apple Intelligence, Siri, and Safari moved to the center while the operating system played a far smaller role. For observers used to Apple's annual software showcase, the event looked less like an OS update and more like a preview of a cross-device AI ecosystem.