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.

Former US Pacific Army commander Charles Flynn led a defense and aerospace industry delegation to Taiwan and attended the 2026 Taiwan-US Defense Industry Forum organized by the Taiwan External Trade Development Council (TAITRA) on May 28. Relying heavily on US arms sales, Taiwan is stepping up its use of AI and unmanned systems to strengthen defense resilience in response to shifting Chinese military tactics.

Tmytek, a Taiwan-based specialist in millimeter-wave phased-array technology, has formally filed for listing on Taiwan's Innovation Board — a tech-focused public market for high-growth companies — becoming the first applicant for the exchange's 2026 intake. The move comes as the company pursues a broad expansion into satellite communications, defense systems, and next-generation wireless infrastructure.

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.