CONNECT WITH US
Jul 24
After SDA: How the Pentagon is rebuilding military space—and why Taiwan's satellite industry should pay attention
The proposal to dissolve the US Space Development Agency (SDA) in the Fiscal Year 2027 National Defense Authorization Act (NDAA) has attracted attention largely as a government restructuring measure. Yet focusing solely on the agency's future risks overlooking the far more consequential story unfolding behind it.

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.

Chunghwa Telecom (CHT) has called on the Taiwan government to build low-altitude communications into national critical infrastructure planning as drones move toward beyond visual line of sight (BVLOS) and large-scale operations for defense, disaster relief, logistics, and infrastructure inspections.
South Korea is expanding its industrial development strategy beyond semiconductors by advancing plans for an integrated aerospace cluster centered on Sacheon in South Gyeongsang Province. The initiative aims to link the country's major aerospace hubs—from research and manufacturing to rocket launches—into a unified industrial ecosystem modeled after Toulouse in France and Houston in the United States.
AVer Information is expanding into the commercial drone market, focusing its research and development on the highest-value segment of the value chain: the artificial intelligence (AI) vision engine.
Aerospace Industrial Development Corp. (AIDC) has extended its contract with US aerospace systems maker Moog through 2031, widening cooperation on production and supply-chain integration to support Taiwan's military logistics. The renewal was announced at a UK air show and keeps the exclusive Taiwan distribution rights held by AIDC's US subsidiary.
US defense startup Saronic Technologies said it will build its next-generation shipyard, Port Alpha, in Brownsville, Texas, in a project valued at more than US$3 billion. The facility is scheduled to start construction in 2026 and open in 2028, with the completed site expected to generate as many as 10,000 direct jobs and bring major economic benefits to Brownsville and Texas.
US drone startup Neros Technologies won a contract worth up to US$500 million from the US Army to supply low-cost first-person view attack drones. The deal makes Neros a new vendor in the military's push to expand expendable drones and rebuild supply capacity for battlefield use.

The rapid growth of AI data traffic is pushing quartz timing components toward three key technical upgrades: lower phase noise, reduced jitter and greater frequency accuracy. At the same time, SpaceX's continuing satellite deployment plans are creating fresh demand for frequency-control components such as filters, particularly benefiting suppliers capable of rapidly producing customized solutions.

SpaceX is scheduled to release its second-quarter financial results after US markets close on August 4, marking the company's first earnings report since its public listing in June.

As geopolitical tensions push strategic industries from AI and semiconductors into space, Pegatron Chairman T.H. Tung said Taiwan is ready to compete. Speaking on July 21, Tung said Taiwan's satellite component self-sufficiency rate has climbed above 85%, and that scaling up production would drive down costs and unlock economies of scale.

India now has a homegrown, privately built ticket to orbit, and its arrival lands squarely in the middle of a low-Earth-orbit (LEO) contest that until recently was framed as a two-power race between the US and China.