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Jun 29
As SpaceX plans more launches, Eson seeks to scale satellite parts business
The global low-Earth orbit satellite industry is moving from buildout to volume growth, with the pace of launches accelerating and supply-chain demand expanding. Eson Precision Industries, a long-term supplier of mechanical parts for the low-Earth orbit satellite chain, expects its operating structure to improve markedly from the second half of 2026 as orders for low-Earth orbit satellites and AI servers advance in tandem.
The Taiwan Space Agency (TASA) announced on June 30 that the wind data product generated by TRITON, Taiwan's first domestically developed weather satellite, has been upgraded to Version 2.1. The update significantly increases the volume of wind observation data and shortens processing time through an expanded ground station network and improvements to the data processing pipeline.

China's private rocket industry is entering a make-or-break decade, as low-Earth orbit satellite demand, reusable launch technology, and STAR Market reforms drive the race to build a "China SpaceX."

Rocket Lab is taking a major step toward competing more directly with SpaceX, announcing an agreement to acquire satellite communications provider Iridium Communications in an approximately US$8 billion cash-and-stock transaction. The deal transforms Rocket Lab from a launch and spacecraft manufacturer into a fully vertically integrated space company with its own global satellite communications network, a strategy widely viewed by the market as mirroring SpaceX's integrated business model.

Samsung SDI, a battery and electronic materials manufacturer, has entered an agreement to help US-based Forge Nano build a 3 GWh per year battery manufacturing site in Morrisville, North Carolina. The deal capitalizes on both Samsung's desire to avoid US tariffs and the American military's goal to develop non-China supply chains, including in batteries.
Groundhog Technologies is eyeing opportunities in low Earth orbit (LEO) satellite applications by targeting the satellite resource optimization market, according to chairman David Chiou at the company's latest shareholders' meeting on June 24. Chiou also announced that Groundhog has won the first generative AI order worldwide in the field of telecom engineering, with Singapore Telecommunications (Singtel) as its client.
To meet the aerospace industry's push for lighter, more environmentally sustainable next-generation aircraft, Taiwan's Aerospace Industrial Development Corporation (AIDC) has stepped up research and development of thermoplastic composite materials in recent years.
Taiwan's Ministry of National Defense has revived a NT$210 billion (approx. US$6.6 billion) special bill for unmanned vehicle procurement after the Legislative Yuan in May 2026 stripped out all domestic-industry-friendly items from an earlier defense special budget, leaving only arms purchases. The Executive Yuan has now approved the draft, raising hopes and concerns across the drone industry.
Unmanned aerial vehicle (UAV) manufacturer Thunder Tiger recently participated in the Taiwan Expo in Europe 2026 in Warsaw, Poland, showcasing its combat solutions. It said European markets are prioritizing non-red supply chains. In addition to establishing a presence in Ohio, the company has obtained multiple certifications and is integrating with Taiwanese suppliers to build a non-Red supply chain ecosystem.
Taiwanese drone manufacturers are accelerating their expansion into overseas markets as domestic defense and program budgets remain unstable, executives said, making international sales the primary growth engine. Demand varies by region, and firms are increasingly emphasizing their non-China supply chains to address geopolitical concerns and customer requirements.
SK Group chairman Chey Tae-won is planning to meet Tesla and SpaceX leadership in the US at the end of June 2026 to advance cooperation on next-generation AI infrastructure, memory supply, and data-center projects, South Korean outlet Ddaily reported, citing industry sources. The meeting is expected to cover specific business collaboration plans with Tesla, SpaceX, and xAI, though the exact date was kept confidential.