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Jul 10, 11:02
Taiwan seeks a bigger role in the global LEO satellite race

As the global low-Earth orbit (LEO) satellite industry enters a new phase of rapid expansion, Taiwan faces a pivotal opportunity to move beyond its traditional role as a component supplier. By developing satellite terminals, strengthening systems integration and expanding service capabilities, the country could secure a larger share of one of the world's fastest-growing communications markets, according to Yi-Cheng Lin, associate vice president of the Network Technology Group at Chunghwa Telecom.

Governments across Asia and Europe are moving to build or protect homegrown satellite communications, driven by a shared anxiety: that critical connectivity should not rest in foreign, privately controlled hands. Recent policy moves in Japan, China, and the EU reveal the same instinct — technological sovereignty in orbit — pursued through starkly different tools.

Sharp has signed a memorandum of understanding (MOU) with global satellite operator SES and expanded the agreement into a joint development partnership aimed at commercializing medium Earth orbit (MEO) satellite communications and related applications in Japan.

The US Army is expanding drone component production at Tobyhanna Army Depot in Pennsylvania, shifting the site from a maintenance center into a manufacturing hub for brushless motors and circuit boards. The effort is designed to strengthen US supply chains and reduce reliance on China and other overseas suppliers, according to Defense Daily and Breaking Defense.
Fulltech held the groundbreaking ceremony for phase one of its new Thailand plant on July 5, 2026, with chairman Yuan-Pin Chang saying the project will require about NT$3.1 billion (approx. US$96.8 million) in total investment and that production capacity has already been fully booked by customers. The plant is scheduled to begin mass production in the third quarter of 2027.
Global automotive Tier 1 suppliers are speeding up cross-industry transformation as the car sector's shift puts pressure on long-term growth, and Schaeffler is expanding beyond auto parts into humanoid robots, defense, and aerospace to find fresh momentum.
Global drone demand continues to heat up, and Taiwanese manufacturers are aggressively expanding overseas. Industry players say the market's most urgent focus has shifted from price and delivery time to competition among trusted supply chains.

Amazon is preparing to launch its initial internet service for its low Earth orbit satellite network later this year, marking a key step in its attempt to turn Amazon Leo from a delayed space project into a commercial broadband platform.

Europe's defense industry is running into a structural bottleneck: the semiconductors needed for modern missiles, drones, radar, communications, and electronic warfare cannot be produced domestically at scale. Even as defense budgets rise across the EU, the industrial base needed to turn spending into capability remains constrained by dependence on foreign microelectronics.
With supply chain inventory normalization largely complete, Sonix Technology (Sonix) has seen business momentum recover. The MCU supplier is benefiting from resilient demand for microcontrollers used in medical monitoring devices and steady shipments of multimedia image-processing chips, giving it better order visibility for 2026 than in previous years. Meanwhile, the company's drone business has entered niche commercial and industrial applications, providing a stepping stone toward higher-end markets.
US drone maker AeroVironment has worked closely with Taiwan-based supply chain partners over the past three years, with the company noting that many of its product components are now co-developed and manufactured by both sides. Moreover, the defense tech company has also established a direct communication channel in Taiwan in recent years to support Taiwan's national defense resilience program.
Sharp is moving deeper into satellite communications as it seeks to extend its networking technologies beyond consumer devices and into industrial infrastructure.