Elon Musk's ambitions across AI, robotics and space infrastructure are moving into a new phase following the unveiling of Terafab, an ambitious semiconductor manufacturing complex designed to secure the compute capacity required by Tesla, SpaceX and xAI.
In the US Federal Communications Commission's (FCC) latest processing round for Ku-, Ka- and V-band spectrum, established and emerging satellite operators alike are seeking to enter the non-geostationary satellite orbit (NGSO) market. But as giants including SpaceX and Amazon continue to expand, the barriers facing latecomers seeking a foothold in satellite broadband are rising rapidly.
Demand for non-China drone supply chains is clear in Europe and the US, while calls to reduce reliance on Chinese suppliers have recently emerged even in Southeast Asian countries friendly to China. The opportunity comes as Taiwan's drone exports have posted explosive growth for two consecutive years, underscoring the competitiveness of Taiwanese drones in international markets.
On August 5, Taiwan's National Science and Technology Council said it had completed the central government's 2027 budget plan, with NT$182.3 billion (US$5.7 billion) earmarked for technology spending, up about 9.5% from 2026. The biggest increase goes to sovereign AI computing power and infrastructure as Taipei pushes ahead with its Smart Nation 2.0 initiative.
SpaceX's first earnings disclosure delivered a stronger-than-expected quarterly performance, but the greater significance of the call lay beyond the headline beat. It gave investors their clearest look yet at how the company intends to extend its ambitions beyond rocket launches or broadband connectivity alone.
