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Aug 12, 14:05
Zhong Yang ramps up Thailand production as drone orders shift from China

Taiwan-based optical lens maker Zhong Yang Technology is benefiting from redirected orders from Europe and the US as customers seek alternatives to China-made components, a shift the company expects to drive sharp growth in its drone lens business through 2027.

Foxconn is extending decades of expertise in electronics manufacturing, system integration, and assembly, integration and testing (AIT) into the space industry. Through its Pearl satellite missions, the Foxconn Research Institute (FRI) is collecting first-hand data on communications links, orbital operations, and the space environment while giving group-developed hardware an opportunity to establish flight heritage.

Demand for low-Earth orbit (LEO) satellite communications continues to expand, supporting growth at satellite communications component supplier Universal Microwave Technology (UMT).
South Korean solar polysilicon supplier OCI Holdings is capitalizing on its increasingly scarce position as a non-China supplier, benefiting not only from growing solar demand from US AI data centers but also from a supply partnership with SpaceX that is extending its reach from terrestrial solar projects into space applications.

In the US Federal Communications Commission's (FCC) latest processing round for Ku-, Ka- and V-band spectrum, established and emerging satellite operators alike are seeking to enter the non-geostationary satellite orbit (NGSO) market. But as giants including SpaceX and Amazon continue to expand, the barriers facing latecomers seeking a foothold in satellite broadband are rising rapidly.

Demand for non-China drone supply chains is clear in Europe and the US, while calls to reduce reliance on Chinese suppliers have recently emerged even in Southeast Asian countries friendly to China. The opportunity comes as Taiwan's drone exports have posted explosive growth for two consecutive years, underscoring the competitiveness of Taiwanese drones in international markets.

Bureau 1440's Rassvet constellation initiative has been gaining industry-wide attention for emerging as a comparative presence to Russia's Starlink, although it is currently nowhere near Starlink in constellation size or continuous global service.
South Korea's Hanwha Aerospace posted a second-quarter 2026 operating profit of more than KRW1 trillion (approx. US$704.9 million), highlighting its ability to expand military exports and aerospace operations simultaneously. With earnings momentum strengthening, the company is now positioning unmanned warfare and AI-enabled combat systems as its next major growth drivers.
Shield AI and Taiwan's National Chung-Shan Institute of Science and Technology (NCSIST) said on August 6, 2026, that they have successfully completed a live demonstration of a multi-drone cooperative autonomous search mission, using three Mighty Hornet III drones developed by NCSIST. The two sides said they will continue working together to expand the use of Shield AI's Hivemind autonomous system across NCSIST research and development programs.
As geopolitical tensions and natural disasters continue to highlight the importance of resilient communications infrastructure, Chunghwa Telecom is accelerating investments in both satellite and subsea cable networks to strengthen Taiwan's network redundancy.

Amid the escalation of geopolitical tensions and extreme weather events, Taiwan has stepped up efforts to become a global hub for drone manufacturing as countries around the world accelerate buildouts of non-red supply chains. Drones have now evolved from tools for aerial photography into crucial elements of national defense, disaster response, and the rising low-altitude economy.

SpaceX's earnings call — the first since its IPO disclosure — beat expectations on Aug 4, but the line that moved markets wasn't a revenue figure.