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Mar 25, 17:09
Taiwan defense groups urge support for drone industry in face of budget delays
As countries worldwide actively develop their drone industries and build autonomous supply chains, Taiwan's progress remains stalled. In a statement issued on March 22, Taiwan's Executive Yuan stated that drones are critical to the strategic deployment of democratic supply chains and to the military capabilities of the armed forces, urging the Legislative Yuan to expedite the review and approval of relevant budgets.
China's leading consumer drone maker, DJI, has formally filed suit against rival Insta360, alleging disputes over ownership of six patents. The case, which also implicates several former core DJI research engineers, has been accepted by the Shenzhen Intermediate People's Court.
Competition in China's action camera and drone markets is intensifying, as DJI has filed a lawsuit against rival Insta360, marking a sharp escalation in a rivalry that had already been spilling across product lines.
As the US Department of Defense (DoD) accelerates the adoption of AI and autonomous systems, quadruped robots have emerged as a key area of focus — and a growing opportunity for developers eyeing military applications. Among US-based manufacturers, Boston Dynamics is the household name, but it is Ghost Robotics that has staked its future on military contracts. Where Boston Dynamics has shifted toward commercialization and stepped back from weaponization, Ghost Robotics went the other direction, directly targeting the defense market and cementing itself as Boston Dynamics' primary rival in that space.
Brinno outlined time-lapse photography, visual AI, and defense imaging as its three core business pillars for 2026 at a spring banquet on March 20, saying the focus will accelerate R&D investment and growth through its global distributor network.
Niche copper-clad laminate (CCL) manufacturer Ventec expects to achieve double-digit revenue growth in 2026, driven by ongoing product price increases and strategic expansion into specialized markets such as defense aerospace and semiconductor test interfaces. Currently, special materials account for 50% of its revenue, positioning the company for what it predicts will be a robust order fulfillment phase.
The global PCB industry continues to deepen its Southeast Asia footprint. Among the latest moves, Allied Circuit (ACCL) and Japanese firm Meiko have recently announced a joint venture to build a new factory in Vietnam focused on high-layer count (HLC) PCB capacity. The plant is expected to enter mass production by the second quarter of 2027, prioritizing the AI server PCB market opportunity.
Taiwanese drone maker Thunder Tiger signed a memorandum of understanding (MOU) with the Texas A&M Transportation Institute (TTI) on March 16. The agreement centers on joint drone research, technology exchanges, education and training, and autonomous flight testing. Together, the two aim to advance the Taiwan-US non-Chinese drone supply chain ecosystem.
Drones are rapidly transforming modern warfare, offering relatively low-cost alternatives to traditional weapons while driving changes across defense supply chains. Small unmanned aerial vehicles (UAVs), often costing only a few thousand dollars, are now capable of striking targets hundreds of kilometers away, including armored vehicles, ships, and air defense systems.
Elon Musk recently acknowledged that the first flight of SpaceX's Starship V3, originally scheduled for early 2026, has been delayed to April. The postponement highlights persistent technical hurdles for the rocket, which features the latest Raptor 3 engines and a suite of design improvements.
With a sharp focus on "New Space" industrialization, Paris Space Week 2026 (PSW) highlights a critical shift: the space industry is moving away from bespoke, low-volume "lab work" toward high-volume, standardized manufacturing. For the tech supply chain — particularly electronics and semiconductor players — this evolution represents a massive market opening, provided they can navigate the new requirements of digital transparency and cyber-resilience.
As the Taiwan Space Agency (TASA) establishes a southern hub in Shalun, a blueprint for a space industry cluster in southern Taiwan is beginning to take shape.