Gallium arsenide (GaAs) foundry WIN Semiconductors (WIN) expects infrastructure revenue to continue growing in the third quarter of 2026, driven by demand from low Earth orbit (LEO) satellites and other aerospace applications, while shipments of smartphone power amplifiers (PAs) and Wi-Fi products are expected to remain broadly flat or post modest growth.
Taiwan's proposed legislation governing unmanned systems remains stalled as competing political parties continue to debate multiple versions of the bill. For the drone industry, however, prolonged uncertainty over the regulatory framework poses a greater challenge than the legislation itself.
India expanded manufacturing incentives, entered private orbital launches, attracted new investment, and faced smartphone demand pressures amid rising component costs.
Taiwan's Aerospace Industrial Development Corporation (AIDC) has spent nearly a decade pushing AI adoption, moving from smart manufacturing in 2015 to full-scale generative AI deployment in 2024, and turning years of production experience into digital corporate assets. Information chief I-ting Fang said the company now hopes to transform its AI and smart manufacturing expertise into a business model that can help more suppliers and manufacturers accelerate AI transformation.
Tsu-Jae Liu, president of the National Academy of Engineering and academician of Academia Sinica, has highlighted the increasing pressure on the integration of civilian and military research, as economic security and national security become entangled amid shifting geopolitical concerns.
The Executive Yuan's proposed special bill to fund Taiwan's indigenous defense unmanned systems program has triggered debate over whether the initiative should focus primarily on military procurement or broader industrial development. The plan would allocate NT$210 billion (about US$6.5 billion) from 2026 to 2031 to acquire coastal surveillance drones, coastal attack drones and small suicide unmanned boats, aiming to enhance the armed forces' asymmetric warfare capabilities.
Taiwan's Commerce Development Research Institute (CDRI) signed a memorandum of understanding (MOU) with the Taiwan Chamber of Commerce in the Czech Republic (TCCCZ) on July 23 to jointly build a Taiwan-Central and Eastern Europe industrial cooperation platform, linking Taiwan with the Czech Republic and Central and Eastern European markets. The CDRI said the two sides will focus on areas such as drones, technology, and talent exchanges, as well as international market promotion and business matchmaking.
