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Jan 28, 15:24
Taiwan bets on drone swarms with Anduril Lattice AI command playing key role
Taiwan has introduced an initiative to strengthen its air defense system by integrating US-made and domestically produced missiles and radars into a networked kill chain that it calls the "Taiwan Shield," or "Taiwan Dome." Such a program has drawn attention to the strategic value of integrated battle command systems (IBCS). Currently, proposals from US companies, Northrop Grumman and Anduril Industries, are under consideration by Taiwan's National Chung-Shan Institute of Science & Technology (NCSIST).
The US decision to cut tariffs on Taiwanese goods to 15% signals deeper cooperation in semiconductors, defense, and AI. However, Taiwanese firms still face high barriers entering tightly regulated defense and aerospace supply chains.
The US views Taiwan as a key partner in advancing defense technologies, and is working closely with Taiwan's industry to combine the US's strengths in R&D and innovation with Taiwan's manufacturing and hardware expertise, according to American Institute in Taiwan (AIT) director Raymond Green.
Taiwan's Excellence Drone International Business Opportunities Alliance has expanded to more than 260 member companies as it steps up efforts to capture overseas demand, with securing US regulatory clearance emerging as its top priority for 2026.

As demand accelerates for satellite connectivity and AI in space, China's push into orbital computing is showing new momentum.

Global investment in the space industry has reached a historic inflection point and is poised to climb further in 2026, driven by sustained government spending on defense-related satellite systems and growing private-sector bets on launch capabilities, according to a research report by the investment firm Seraphim Space.

Taiwan's Ministry of National Defense has released select non-classified details of a special military procurement package totaling NT$1.25 trillion (approx. US$39.5 billion), offering a clearer picture of a strategic shift from conventional warfare toward technology-driven operations.

Universal Microwave Technology has revealed significant revenue growth prospects, driven by low-earth orbit (LEO) satellite orders exceeding NT$1.8 billion (US$57 million), with deliveries expected before June 2026. This backlog signals a substantial increase in LEO satellite revenue, projected to grow more than 150% year-over-year in 2026.
The American Institute in Taiwan (AIT) Director Raymond Greene, on January 22, reaffirmed strong US support for Taiwan's defense modernization and defense-industry cooperation, underscoring that closer US-Taiwan collaboration is essential as Taiwan ramps up record defense spending and prioritizes asymmetric warfare capabilities.
Chunghwa Telecom (CHT) signed a memorandum of understanding (MOU) on January 21, 2026, with Luxembourg-based medium Earth orbit (MEO) satellite operator SES to establish North Asia's first second-generation O3b mPower gateway in Taiwan.
Rapidtek's 8U IoT CubeSat, Black Kite-1, has successfully established stable communications with multiple overseas ground stations since entering orbit, completing its first cross-regional contact campaign.

Since the start of 2026, China's commercial space sector has once again emerged as a focal point for both capital markets and industrial players. On one front, major Chinese banks have completed the launch of dedicated or jointly operated satellites, formally integrating satellite applications into financial risk management and digital operations. On another, privately owned aerospace companies are accelerating their push toward initial public offerings, underscoring how commercial spaceflight is moving more rapidly toward both capital-market validation and real-world applications.