Taiwan's Wonderful Hi Tech Technology is aggressively entering the artificial intelligence market with high-speed internal cables and customized low-Earth orbit satellite solutions, targeting 20-25% compound annual revenue growth over the next five years, according to General Manager Cheng-Ya Zhang.
Universal Microwave Technology (UMT) is accelerating production capacity to meet surging global demand for low-Earth orbit (LEO) satellite components, with the Taiwan-based manufacturer projecting this segment will exceed 50% of total revenue by 2025, according to Chairperson Shumin Chen.
Unitech, a Taiwanese PCB manufacturer, remains upbeat on sustained demand for high-end AI PCs but sees lingering weakness in consumer electronics and a sluggish recovery in the automotive sector. The company is ramping up production of HDI and hybrid boards while deepening ties with AI server and low-Earth orbit (LEO) satellite supply chains. Revenue and gross margins are expected to remain stable through 2025.
Mitsubishi Electric expects revenue from its defense system business to soar to at least JPY600 billion (approx. US$4.03 billion) in fiscal 2031, with its operating profit to more than quadruple, thanks to an increase in spending by the Japanese government to reinforce the country's defense capabilities.
Rapidtek Technologies, a Qisda subsidiary, is stepping up its global expansion in low-Earth orbit (LEO) satellite communications, targeting key markets with showcases at two major industry events in 2025. The company will make its debut at the UK's Space-Comm Expo, the nation's largest space technology forum, and return for a fifth consecutive year to Satellite 2025 in Washington DC, the world's premier satellite conference.
Taiwan's leading telecom operator, Chunghwa Telecom (CHT), is developing a legal-specific large language model (LLM) called Tlibra to support 6G and AI integration by accurately processing Taiwan's legal documents. Simultaneously, CHT is advancing a multi-orbit satellite network to expand satellite services and enhance Taiwan's overall communication resilience, according to chairman Alex Chien.
Taiwan's satellite ground equipment sector is experiencing robust growth, with production value reaching NT$244.1 billion (approx. US$53.4 billion) in 2024, a substantial 18% increase compared to 2023, according to the Industrial Development Administration (IDA) on May 12. As of now, 51 Taiwanese firms have made successful inroads into the supply chains of the two major global operators of Low Earth Orbit (LEO) satellites, underscoring the sector's expanding international integration.
Following a significant meeting between Narendra Modi and Elon Musk in the US, SpaceX's Starlink has partnered with India's top two telecom companies to introduce satellite communication services, aiming to strengthen India's wireless infrastructure and enhance enterprise applications.
In a major breakthrough for quantum communications, a joint research team from Taiwan and Japan—led by Foxconn's Hon Hai Research Institute (HHRI)—has significantly enhanced the stability and security of quantum key distribution (QKD) systems.
As AI continues to permeate every facet of life, countries around the world are increasingly focused on the idea of "sovereign AI" and the growing notion of "technological sovereignty". China, for instance, has unveiled plans to restrict American investments in critical Chinese technologies and enterprises. Yet, amid these moves, one thing remains clear: the critical importance of cybersecurity cannot be overlooked.
Universal Microwave Technology (UMT) has announced its participation at Satellite 2025, held this year in Washington, D.C., from March 11 to 13. UMT has been a regular participant at the world's largest satellite technology trade show since 2018 and will highlight its competitive edge in the global satellite market by showcasing its innovative technologies and solutions in the low Earth orbit (LEO) satellite industry.
Japan-based Sharp has disclosed that it has supplied its electronic steering array antenna for the world's first 5G non-terrestrial network (NTN) trial using Eutelsat OneWeb's low Earth orbit (LEO) satellites.
Recent cases of submarine cable disconnections off the coast of Taiwan have raised concerns about national security, prompting Internet data center (IDCs) operators to mull the feasibility of introducing satellite communications systems as backup.
Planet Labs has secured a US$230 million partnership with Japanese satellite operator SKY Perfect JSAT to build a new low-Earth orbit satellite constellation, marking a significant expansion of the San Francisco-based Earth imaging company's global capabilities. Co-founder and Chief Strategy Officer Robbie Schingler outlined how this collaboration represents a growing trend of commercial space technology supporting sovereign defense interests.
After expanding into the LED bicycle light and electric-assisted bicycle markets, PCB manufacturer Eiso Industrial has formally joined TSS Holdings. The move is part of the company's strategy to collaborate with fellow members and strengthen its global footprint. Eiso plans to focus on high-value applications for its core PCB material research and production, particularly in satellite communications, aerospace, and 5G technologies. Additionally, the company is ramping up operations at its Guishan factory to meet the growing demands of these emerging markets.
Despite the first quarter of 2025 being a traditionally slow season for consumer markets and the overall PCB order momentum weakening, the demand for AI servers and low-earth orbit (LEO) satellite applications is expected to continue heating up, providing a moderate growth boost for Taiwan's PCB industry.
While many major players in the communications supply chain have scaled back investments in satellite technology, MediaTek continues to push forward. The company consistently showcases its Non-Terrestrial Network (NTN) solutions at key industry events, reinforcing its commitment to this evolving sector.
The commercialization of space is reshaping the high-pressure vessel industry as satellite manufacturers seek more efficient solutions for propulsion and attitude control systems.
Taiwan is accelerating its B5G satellite development with a dual-track strategy of in-house manufacturing and procurement, as the Executive Yuan convened a "Strategic Review Board Meeting on the Satellite Communication Industries" on October 14, 2024. The policy shift, detailed in a February 4 report, aims to shorten the industry's learning curve and strengthen Taiwan's satcom ecosystem.
Universal Microwave Technology (UMT) is strengthening its manufacturing footprint to capitalize on the burgeoning low Earth orbit (LEO) satellite market. In December 2024, the company completed facility expansions in Taiwan and Vietnam, while simultaneously planning additional production sites in northern Taiwan.
Taiwan's digital infrastructure faced challenges again as two submarine cables connecting Taiwan and the Matsu Islands were completely severed on January 22, marking the latest in a series of disruptions that highlight the vulnerability of critical communication networks in the region.
Qianfan Constellation, often referred to as China's version of Starlink, has announced its plans to deploy 13,904 low-Earth orbit (LEO) satellites by 2030. The project, while ambitious, faces significant challenges, including limited launch site availability, high costs of single-use rockets, and doubts about the survivability and durability of its LEO satellites.
The China Academy of Launch Vehicle Technology successfully launched the Smart Dragon-3 (Jielong-3) rocket on January 13, 2025, near Haiyang in Shandong province, deploying 10 CentiSpace-01 satellites into orbit. These satellites will form part of a low-orbit constellation planned to include 240 satellites, with 120 scheduled for deployment by the end of 2026.
