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Mar 12, 09:30
Compound semiconductors emerge as critical components in modern air defense radar systems, as seen during Iran conflict
Iran's air defense shortcomings amid persistent US and Israeli strikes underscore the growing importance of high-power radar components and the supply chains that provide them. South Korea's Sky Bow 2 in the United Arab Emirates (UAE) has reportedly intercepted multiple Iranian missiles at an over 90% success rate, highlighting capability disparities.
Coretronic Corp. reported consolidated revenue of about NT$2.873 billion (approx. US$90.6 million) for February 2026, down 10% from January but up 12% year-over-year, with cumulative revenue for January and February at NT$6.079 billion, a 12% increase from the same period in 2025.
The US is significantly expanding drone procurement amid escalating tensions in the Middle East, aiming to acquire more than 300,000 drones before 2027. To achieve this massive enhancement of military capabilities within such a short timeframe, the US is also adopting a competitive, multi-supplier model alongside domestic mass production, to diversify supply chain risks and accelerate capacity expansion. This has spurred related supply chains into action as they compete for entry into the US defense industry.
Amid a global supply chain restructuring and energy transition, Sino-American Silicon Products (SAS) has expanded into three major sectors: semiconductors, automotive electronic components, and renewable energy. In 2025's volatile market, SAS's subsidiaries—including GlobalWafers and affiliates Taiwan Specialty Chemicals (TSC), Actron Technology (ATC), and Advanced Wireless Semiconductor Company (AWSC)—have successfully secured profits in advanced processes and AI applications through technological collaboration.
The global space communication industry is expanding as the commercialization of low Earth orbit (LEO) satellites accelerates, with upstream printed circuit board (PCB) suppliers like Compeq Manufacturing Co. and Unitech Printed Circuit Board Corp. expected to reach peak shipments in the fourth quarter of 2025.
Compal Electronics Inc. is developing Direct-to-Cell (D2C) technology for smartphones and has begun integrating communication modules into satellites while negotiating with several international satellite operators, according to company vice president JS Liang.

After 15 years of dominating the Indian domestic defense and aerospace landscape, N.K. RF Products & Services (NKRF) is officially pivoting toward the global stage. Making its international exhibition debut at Space-Comm, the company is pitching its "Made in India, For the World" philosophy to global OEMs and satellite startups.

In early 2026, Tesla CEO Elon Musk visited China to inspect its solar supply chain, focusing on back-contact, heterojunction, and perovskite technologies. This move suggests a reevaluation of SpaceX's future space solar power plans, highlighting a shift from prioritizing performance to emphasizing cost efficiency and scalability.

Six months after Taiwan and the United Kingdom held their first Taiwan–UK Space Industry Roundtable in Taiwan in September 2025, the two sides have taken another step toward deeper cooperation in the space sector.

At the 2026 UK Space-Comm Expo held March 4-5 in London, a forum on "Strengthening Space Supply Chain Resilience" unexpectedly turned into an industry venting session. Participants said the UK space sector is facing deep structural fractures, citing weak supply chain oversight, long lead times for critical components, restrictions on international talent mobility, and what they described as the government's longstanding reliance on grants instead of acting as a stable procurement customer.

For more than three centuries, the London Stock Exchange helped bankroll the industries that defined their eras, from the railways that stitched together 19th-century Latin America to the oil and mining conglomerates that powered the 20th century. Now, as the global economy turns skyward, London's financial establishment is preparing to finance what could become its next great industrial chapter: the US$1.8 trillion space economy.

US and Israeli strikes on Iran have sharply raised tensions in the Middle East. The operation seeks to weaken Iran's military capability and reshape the regional balance, but with no ground forces involved and attacks relying mainly on airstrikes, its political and military outcomes remain uncertain. Industry observers warn prolonged conflict could weigh on global economic growth. The situation has also reinforced concerns in Taiwan that independent design and manufacturing capabilities for defense technologies are increasingly critical.