On April 29, Amazon told investors on its first-quarter 2026 earnings call that AWS continued to accelerate, while the company doubled down on its custom chip business and pushed forward with plans for the Amazon low-Earth-orbit (LEO) satellite service, including the planned acquisition of Globalstar. Executives framed the moves as complementary elements of a broader strategy to capture a wave of demand driven by generative AI, even as they flagged memory and storage supply pressures and elevated capital spending tied to cloud and satellite buildouts.
Universal Microwave Technology, a Taiwanese maker of satellite and millimeter-wave components, reported record quarterly revenue and profit, driven by surging demand for low-Earth orbit satellite equipment.
Taiwan's expanding drone exports to Central and Eastern Europe, largely transshipped to Ukraine, underscore growing supply-chain and security implications. Growing shipments and combat deployment create opportunities for Taiwan to deepen industrial partnerships, complicate European procurement dynamics, and push democratic allies to reduce reliance on China for critical drone components and logistics.
An electronics components firm, U-leam, founded in September 2022, said it is targeting the low-earth orbit satellite market by supplying high-frequency connectors, cable assemblies, and battery modules designed for extreme environments. The company stated it has secured long-term supply partnerships with major international satellite manufacturers and is developing cryogenic cable technology for quantum computing as it expands into aerospace, industrial, medical, and automotive electronics.
TMY Technology, a maker of millimeter-wave (mmWave) phased-array solutions, is reshaping its business as it pushes beyond its traditional reliance on test and measurement equipment, betting on satellites, defense, and next-generation communications to drive growth and a potential return to profitability as early as 2027.
GrandTech Chairman Frankie Hsu highlighted the company's successful transformation from a software agency to a dual-engine growth model, powered by its investment in GrandTech Cloud Services (GCS) and its 3D printing business. The former capitalizes on the booming cloud and AI wave, while the latter taps into expanding drone opportunities, providing strong and sustainable momentum.
As 6G standardization accelerates and low-Earth-orbit satellite applications gain traction, the communications industry is entering a new phase — one defined by the native integration of terrestrial and non-terrestrial networks. That shift is driving sharp demand for high-frequency technologies and the testing infrastructure required to validate them.
Rapidtek Technologies said its second 8U Internet-of-Things CubeSat, Black Kite-2, developed under a startup satellite program led by Taiwan Space Agency (TASA), has successfully established communications with ground stations after reaching orbit, marking an incremental but significant step in Taiwan's low-Earth-orbit (LEO) ambitions.
Taiwan's National Chung-Shan Institute of Science and Technology (NCSIST) said on April 24 that it has signed a memorandum of understanding (MOU) with Saronic, a US unmanned surface vessel (USV) developer, to develop autonomous maritime systems.
Taiwan-made drones have been exported to Poland, the Czech Republic, the US, and Austria, yet four core technology modules still rely on foreign suppliers, raising questions over whether the island can build a supply chain independent of China.
Taiwan's military-industrial sector, led by the National Chung-Shan Institute of Science & Technology (NCSIST), recently signed a memorandum of understanding (MOU) with Taiwan's Industrial Technology Research Institute (ITRI) to accelerate the development of unmanned technology.
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