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Jan 21, 15:15
Twin rocket failures expose risks in China's space race
China's space launch program suffered a rare setback this week, as two rockets failed in separate launch attempts within hours of each other—an unusual break in a record of growing reliability for the country's rapidly expanding space sector.

Eutelsat, the satellite operator backed by the French and British governments, announced this week that it has placed an additional order for 340 next-generation OneWeb satellites with Airbus Defence and Space. Combined with a previous order of 100 satellites placed in December 2024, the total procurement now stands at 440 low-Earth-orbit (LEO) satellites, with deliveries expected to begin in late 2026.

After securing a 15% tariff cap, the next step is to examine future directions of US-Taiwan bilateral cooperation. Aside from establishing models to help Taiwanese companies enter US supply chains and form industrial clusters, the US is also committed to expanding investment in Taiwan's five trusted industries. The defense industry will be the most important to observe as both countries deepen cooperation.
The US Department of Commerce recently revoked restrictions imposed by the Federal Communications Commission (FCC) in late December 2025 that banned imports of new drones and components from Chinese manufacturers, including DJI and Autel Robotics, due to national security concerns. This reversal complicates earlier assumptions that Taiwanese suppliers would gain significantly from displaced orders. However, industry experts suggest the impact on Taiwan's industrial PC (IPC) sector may be limited.
The US Department of Commerce has withdrawn a previously proposed plan to restrict imports of Chinese-made drones, a move that some observers view as a goodwill signal ahead of an expected meeting between US President Donald Trump and Chinese President Xi Jinping.

Taiwan-based advanced materials supplier UHT Unitech has signed a memorandum of understanding with aerospace manufacturer Fong Jaw Aerospace to jointly develop, manufacture and sell a medium-payload vertical takeoff and landing unmanned aerial vehicle branded as Cougar, as the partners seek opportunities in global defense and high-end commercial drone markets.

The US Department of Commerce recently said it would withdraw a previously proposed policy to impose a blanket ban on imports of Chinese-made drones, easing immediate regulatory pressure but reviving questions in some quarters about the trajectory of non-China drone supply chains. Taiwanese chipmakers that have invested heavily in drone-related technologies have taken a more measured stance, saying that policy adjustments in Washington have not altered the underlying demand for non-China supply chains, particularly in defense applications.

Taiwan Power Company (Taipower) has introduced an indoor drone inspection system at its thermal power plants, incorporating artificial intelligence (AI) to analyze boiler tube surfaces in real time and automatically detect cracks. This development replaces the traditional, labor-intensive method of erecting scaffolding to manually inspect the tubes, enabling broader coverage and speeding up repair processes.
Over the past year, US policy toward Chinese-made drones has shifted repeatedly, reflecting differing approaches across government agencies. Congress, the Federal Communications Commission, and the Department of Commerce have each advanced restrictions at varying levels, citing concerns that include national security, cybersecurity risks, and supply chain resilience.
The US Federal Communications Commission (FCC) has formally authorized SpaceX to deploy an additional 7,500 second-generation Starlink satellites into low-Earth orbit, bringing the company's total approved next-generation constellation to 15,000 spacecraft.

After completing a Series A funding round in January 2025, SEPOCH (also known as Jianyuan Technology), a Beijing-based private aerospace company, moved quickly to translate capital into concrete infrastructure. The company has begun construction in Hangzhou, Zhejiang Province, of a medium- to heavy-lift liquid rocket assembly, testing, and recovery complex with a total planned investment of CNY5.2 billion (approx. US$745 million).

Taiwanese touch controller maker Elan Microelectronics Corporation returned to the Consumer Electronics Show in 2026 after several years away, using the Las Vegas event to outline how its long-standing work in visual artificial intelligence is extending into smart transportation and drone-related applications.