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Mar 31
Satellite redraws the map of global connectivity
As low Earth orbit satellites evolve from stopgap coverage for remote areas into "base stations in the sky" with onboard computing and routing capabilities, the competitive contours of the global telecommunications industry are beginning to shift.
As the global AI arms race intensifies, Taiwan is positioning itself as the primary AI partner for nations besides the US and China. Wedged between these two geopolitical giants, Taiwan is leveraging its dominance in AI servers and semiconductors to foster deeper collaborations with Germany, France, and neighboring nations.

Taiwan's Legislative Yuan Internal Administration Committee held its second public hearing on proposed amendments to the National Security Act on March 26. Attendance from civil society groups and academic experts was limited, and only a small number of lawmakers spoke.

Taiwan's Industrial Technology Research Institute (ITRI) recently showcased 12 advanced machine tool key technologies driven by artificial intelligence (AI) at the 2026 Taiwan International Machine Tool Show (TMTS). These technologies have been successfully introduced into leading domestic listed companies and end-user application sites, including World Known Precision Industry, Proxene Tools, Kao Fong Machinery (Kafo), Chin Fong Machine Industrial, and Phison Electronics.

Rapidtek, a Taiwanese satellite communications firm, is stepping up its international push, showcasing its technologies at Satellite 2026 in Washington this month, shortly after appearing at the Space-Comm Expo in Britain.

SATELLITE 2026, the international satellite industry's premier event, runs from March 23 to 26 in Washington, where Universal Microwave Technology, Inc. will once again engage with global satellite operators, equipment makers, component suppliers, and government agencies. The company's renewed presence comes as low Earth orbit (LEO) satellite deployments accelerate and component supply becomes a strategic bottleneck.

Tmytek, a Taiwanese developer of millimeter-wave phased array solutions, said on March 25 that it has partnered with Comtech to introduce a next-generation satellite communications terminal capable of operating across multiple orbits, marking a significant step for a Taiwanese company into the core of the global satcom supply chain.

As countries worldwide actively develop their drone industries and build autonomous supply chains, Taiwan's progress remains stalled. In a statement issued on March 22, Taiwan's Executive Yuan stated that drones are critical to the strategic deployment of democratic supply chains and to the military capabilities of the armed forces, urging the Legislative Yuan to expedite the review and approval of relevant budgets.
Ramon.Space and Ingrasys announced an expanded collaboration to jointly develop a space data center platform, signaling a move to address rising energy and bandwidth pressures on terrestrial AI data centers. The partnership aims to accelerate the shift of computing, storage, and communications capability into orbit.
Non-China supply chains in the drone sector are emerging as a new battleground for global technology vendors, with Taiwan's chipmakers increasingly expanding into the space. Among the various segments, imaging-related technologies have drawn the most intense competition.
Imaging technologies are expanding beyond time-lapse photography and consumer applications into higher-barrier military uses as the industry repositions in the post-pandemic era.
Chinese solar supply chain companies say that Tesla and SpaceX, both led by Elon Musk, are quietly building a dual-track solar strategy spanning Earth and space, an emerging structure that underscores Musk's expanding ambitions in energy.