Taiwan Mobile told shareholders on May 29 that direct-to-cell satellite services are not an urgent need for Taiwan and that the satellite-to-phone business model still requires proof, while the company outlined priorities around AI infrastructure, power-supply risks, and data-center expansion. Executives said continuing terrestrial base-station buildout limits direct-to-cell (D2C) utility for everyday use, and that direct satellite links are more suited to emergency communications and wartime scenarios.

A defense industry forum in Taiwan signaled growing interest among US military tech companies in Taiwan's supply chain, particularly as a new era of warfare defined by AI and unmanned systems takes shape. Speakers at the event noted a need to shift from governments relying solely on traditional weapons procurement to supply chain integration between companies.

Myson Century, a Sun Yad Group company, has acquired five companies over the past 10 months, including Y-S Electronic, GCC, Ever-Clear, TL Biotech, and Dacome International through Hsin-Li Chemical Industrial. Myson Century chairman Jhang You-Ming said the company will keep pursuing acquisitions, especially in the drone sector, and expects to acquire more domestic firms in 2026.

AUO said its automotive business has entered a high-growth phase, with annual orders for in-vehicle products now exceeding current-year revenue. The company expects revenue benefits from orders secured over the past two years to begin in the second half of 2026 or 2027, supporting growth at AUO Mobility Solutions.

The Trump administration is in talks to provide funding to several US drone companies, in a move that would mark a stronger federal push to expand domestic drone manufacturing and reduce the cost of battlefield systems that have become central to modern warfare.

SpaceX's IPO prospectus details an early-stage "Terafab" initiative to build large-scale AI chip manufacturing capacity. Still, the company warns of significant execution uncertainty, unfinalized partnerships, and capital intensity risks. The plan, still in preliminary form, depends on future agreements and could face delays, cost overruns, and supply-chain constraints.

Former US Pacific Army commander Charles Flynn led a defense and aerospace industry delegation to Taiwan and attended the 2026 Taiwan-US Defense Industry Forum organized by the Taiwan External Trade Development Council (TAITRA) on May 28. Relying heavily on US arms sales, Taiwan is stepping up its use of AI and unmanned systems to strengthen defense resilience in response to shifting Chinese military tactics.

Dreame Technology, a Chinese consumer electronics maker, has formed nearly 1,000 affiliated companies in its ecosystem since the end of 2024. This breakneck pace of expansion signals the ambitions of its leadership to unearth growth opportunities across the broader Chinese tech sector, although some media outlets question the sustainability of the business model.

The global solar industry remains trapped in a low-price competition ruled by Chinese manufacturers, but geopolitical shifts are creating new opportunities for differentiated players. GlobalWafers Chairwoman Doris Hsu stated after the company's shareholder meeting on May 26 that the company has successfully expanded its solar products into diversified applications across marine, terrestrial, and aerospace sectors through specialized solar technologies. Hsu explained that three main factors give reason for a significant portion of GlobalWafers' solar cell shipments to be exported to the US market.

Taiwan-based Daxin Materials posted stronger revenue and profitability in 2025 as rapid growth in semiconductor materials offset a still-cautious display market recovery, with AI- and HPC-driven demand emerging as the company's primary growth engine.