China's National Space Administration (CNSA) announced a strategic initiative on November 25, 2025, intending to make China the world leader in commercial space activities by 2027. The plan, unveiled in Beijing, details reforms designed to mobilize private-sector innovation, integrate national resources, and enhance international cooperation in the space industry.
G-Tech Optoelectronics (GTOC) said its wholly owned subsidiary has partnered with US defense technology startup Firestorm Labs and aerospace and defense solutions provider Aerkomm to advance next-generation military drone production and combat system integration, marking GTOC's entry into the military-grade unmanned aerial vehicle market. The company plans to establish a drone assembly line in Taiwan.
Blue Origin announced plans to deploy TeraWave, a new satellite communication network designed to provide up to 6Tbps of global data transmission capacity, starting in the fourth quarter of 2027. The network will serve enterprises, data centers, and government agencies, marking Blue Origin's strategic entry into the enterprise-grade satellite communications market, while avoiding direct competition with consumer-focused providers.
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.
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