Taiwan-based optical lens maker Zhong Yang Technology is benefiting from redirected orders from Europe and the US as customers seek alternatives to China-made components, a shift the company expects to drive sharp growth in its drone lens business through 2027.

Lite-On Technology reported strong revenue growth in the first seven months of 2026, fueled by demand for AI, cloud, and LEO satellite power systems. The results underscore how the company's overseas production strategy, especially in Vietnam, is becoming central to its growth as customers seek more resilient supply chains.

Ubiqconn Technology reported its second-quarter 2026 results and said July revenue strengthened as satellite applications became a bigger growth driver. The company said consolidated revenue in July reached about NT$182 million (US$5.65 million), up 28% from June and 18% from a year earlier, while cumulative revenue for the first seven months totaled about NT$1.124 billion, narrowing the year-over-year decline to 14%.

Demand for non-China drone supply chains is clear in Europe and the US, while calls to reduce reliance on Chinese suppliers have recently emerged even in Southeast Asian countries friendly to China. The opportunity comes as Taiwan's drone exports have posted explosive growth for two consecutive years, underscoring the competitiveness of Taiwanese drones in international markets.

Amid the escalation of geopolitical tensions and extreme weather events, Taiwan has stepped up efforts to become a global hub for drone manufacturing as countries around the world accelerate buildouts of non-red supply chains. Drones have now evolved from tools for aerial photography into crucial elements of national defense, disaster response, and the rising low-altitude economy.

SpaceX's earnings call — the first since its IPO disclosure — beat expectations on Aug 4, but the line that moved markets wasn't a revenue figure.