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Jul 9, 08:43

UMT lifts first-half profit 70% as satellite demand stays strong

Universal Microwave Technology (UMT) said June revenue reached NT$257 million (US$8.01 million), up 89% from a year earlier, while first-half 2026 revenue climbed to NT$1.922 billion, a 70% increase from the same period in 2025. The Taiwanese supplier said the second quarter was affected by a customer redesign that shifted shipment timing, but demand trends in the low-Earth-orbit satellite market remained unchanged.

Compeq says AI and satellite demand offset seasonal slowdown

Jul 9, 08:01

Satellite sovereignty goes global: Asia and Europe move to cut the Starlink cord

Jul 8

Sharp partners with SES on MEO satellites, expanding Foxconn's NTN ambitions

Jul 7

US Army depot ramps up drone parts production to cut foreign dependence

Jul 7

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SATELLITEFulltech's Thailand plant targets AI and satellite demand

Jul 7

Fulltech held the groundbreaking ceremony for phase one of its new Thailand plant on July 5, 2026, with chairman Yuan-Pin Chang saying the project will require about NT$3.1 billion (approx. US$96.8 million) in total investment and that production capacity has already been fully booked by customers. The plant is scheduled to begin mass production in the third quarter of 2027.

SPACE TECHSchaeffler seeks new growth from defense and aerospace as Tier 1 transformation accelerates

Jul 7

Global automotive Tier 1 suppliers are speeding up cross-industry transformation as the car sector's shift puts pressure on long-term growth, and Schaeffler is expanding beyond auto parts into humanoid robots, defense, and aerospace to find fresh momentum.

DRONETaiwan drone makers gain as Europe focuses on trust and supply chain resilience

Jul 6

Global drone demand continues to heat up, and Taiwanese manufacturers are aggressively expanding overseas. Industry players say the market's most urgent focus has shifted from price and delivery time to competition among trusted supply chains.

SATELLITEAmazon Leo nears initial service as LEO broadband race shifts to enterprise connectivity

Jul 6

Amazon is preparing to launch its initial internet service for its low Earth orbit satellite network later this year, marking a key step in its attempt to turn Amazon Leo from a delayed space project into a commercial broadband platform.

DEFENSEEurope's defense boom has a semiconductor problem

Jul 6

Europe's defense industry is running into a structural bottleneck: the semiconductors needed for modern missiles, drones, radar, communications, and electronic warfare cannot be produced domestically at scale. Even as defense budgets rise across the EU, the industrial base needed to turn spending into capability remains constrained by dependence on foreign microelectronics.

DRONEMedical demand, multimedia shipments drive Sonix recovery as drone strategy gains traction

Jul 3

With supply chain inventory normalization largely complete, Sonix Technology (Sonix) has seen business momentum recover. The MCU supplier is benefiting from resilient demand for microcontrollers used in medical monitoring devices and steady shipments of multimedia image-processing chips, giving it better order visibility for 2026 than in previous years. Meanwhile, the company's drone business has entered niche commercial and industrial applications, providing a stepping stone toward higher-end markets.

DRONE'Switchblade' drone maker AeroVironment deepens Taiwan supply chain ties

Jul 3

US drone maker AeroVironment has worked closely with Taiwan-based supply chain partners over the past three years, with the company noting that many of its product components are now co-developed and manufactured by both sides. Moreover, the defense tech company has also established a direct communication channel in Taiwan in recent years to support Taiwan's national defense resilience program.

SATELLITESharp, SES target Japan MEO satellite services as industrial connectivity demand rises

Jul 3

Sharp is moving deeper into satellite communications as it seeks to extend its networking technologies beyond consumer devices and into industrial infrastructure.

DEFENSECommentary: G2 rivalry simmers– China quietly watches as US pressure sends Asia's defense industry into overdrive

Jul 2

The annual Shangri-La Dialogue, considered the most important defense and security conference in the Asia-Pacific region, was held this year in Singapore at the end of May. For this year's conference, however, China kept a low profile by sending a deputy president from its National Defense University, a move seen as its attempt to minimize the significance of the conference.

SATELLITESovereign connectivity race accelerates: Japan readies subsidy for Rakuten-led satellite network

Jul 2

Japan is preparing to support a Rakuten-led low-Earth orbit satellite communications project, as the country looks to reduce reliance on foreign satellite networks and build a domestic direct-to-mobile connectivity layer for disasters, remote areas, and future digital infrastructure.

SATELLITETMY Technology clears Taiwan listing review, satellite and defense businesses drive turnaround

Jul 1

The Taiwan Stock Exchange (TWSE) Listing Review Committee approved TMY Technology Inc.'s application to list on the Taiwan Innovation Board (TIB) on June 30. The proposed listing remains subject to final approval by the TWSE board of directors.

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