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.
Taiwanese drone manufacturer Thunder Tiger, the first company in Asia to obtain the US Department of Defense's (DoD) Blue UAS cybersecurity certification, has passed the first phase of evaluation for the US Drone Dominance Program (DDP) and has moved into the second phase.
The US Department of Defense announced a rapid expansion of artificial intelligence use alongside an accelerated drone procurement push, reporting that AI user numbers rose from about 80,000 to about 1.5 million in one year and launching a program to buy 200,000 small lethal drones by 2027, with a budget cap of US$1.1 billion. The announcements were made at SOF Week 2026 in Tampa, Florida. They detailed the department's intent to embed AI across enterprise, intelligence, and operational layers to speed decisions and improve battlefield lethality.
Airbus told airline customers that deliveries of A350 and A320neo family aircraft will be slower than planned over the next few years, with average delays of about one to two months and some impacts lasting through 2030, according to Aviation Week. Executives said supply chain and capacity constraints identified during recent plant transfers and supplier quality issues had not been fully resolved, creating knock-on effects for final assembly schedules.
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.
China is building a more formal safety and regulatory framework for its low-altitude economy, as drones, electric vertical takeoff and landing aircraft, and other aerial services move closer to commercial use.
At the Plug and Play May Summit in Sunnyvale, a Taiwanese startup called Aegiverse quietly made its case to US defense and aerospace investors — not with flashy slides or moonshot promises, but with a 16-year track record and a business model built to last.
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