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Europe aggressively pursues non-red supply chains; Thunder Tiger showcases unmanned combat systems in Poland

Unmanned aerial vehicle (UAV) manufacturer Thunder Tiger recently participated in the Taiwan Expo in Europe 2026 in Warsaw, Poland, showcasing its combat solutions. It said European markets are prioritizing non-red supply chains. In addition to establishing a presence in Ohio, the company has obtained multiple certifications and is integrating with Taiwanese suppliers to build a non-Red supply chain ecosystem.

Credit: Thunder Tiger

Taiwan drone makers pivot to non-China supply chains to win overseas markets

Taiwanese drone manufacturers are accelerating their expansion into overseas markets as domestic defense and program budgets remain unstable, executives said, making international sales the primary growth engine. Demand varies by region, and firms are increasingly emphasizing their non-China supply chains to address geopolitical concerns and customer requirements.

Credit: DIGITIMES

LG's space bet targets 2030 gains, with SpaceX talks adding lift

LG Group is expanding into the space industry, using affiliate-made components, rover concepts, and CubeSat systems to enter satellite supply chains and validate its technologies in orbit. At South Korea's NextRise 2026 startup expo, LG outlined a space business strategy that links its terrestrial technologies to future space applications and potential SpaceX cooperation.

Choi Donghwan, Head of the Winning R&D Promotion Office at LG Sciencepark. Credit: DIGITIMES

Foreign drone certification rules push Taiwan firms toward JVs

Taiwan's drone exports continue to gain momentum, driving local manufacturers to expand overseas more aggressively. But as they enter foreign markets, Taiwan companies face long local certification timelines and other regulatory hurdles, pushing their overseas strategies away from simple exports and toward localized production and joint ventures.

Credit: DIGITIMES

Topkey accelerates carbon fiber footprint into drones, robots, and LEO satellites

Taiwan-based carbon fiber composite maker Topkey is accelerating its expansion into high-growth technology sectors, with formal evaluations underway for applications in drones, industrial robots, and low-Earth orbit (LEO) satellites. The initiative marks a strategic step in the company's transformation from a traditional sporting goods supplier into a provider of advanced composite solutions for aerospace, electronics, and smart machinery.

Credit: DIGITIMES

Space data centers face cooling hurdles and cost barriers

As SpaceX's listing has sparked discussion of space data centers, SpaceX CEO Elon Musk said the concept requires no magic and is simpler than existing Starlink systems. But supply chain sources say that cooling remains a major hurdle, while DIGITIMES Research shows that the timing is another key problem: launch costs have yet to reach commercial viability.

Credit: SpaceX

Taiwan drones advance to Green UAS certification, accelerate US market push

Taiwan's drone industry is set for a major milestone in the second half of 2026, as the Industrial Technology Research Institute (ITRI) has secured qualification from the Association for Uncrewed Vehicle Systems International (AUVSI) to serve as a Green UAS certification body. The move is expected to accelerate certification for complete drones and components, helping local suppliers enter the US and global markets faster.

Credit: DIGITIMES

SpaceX's US$2 trillion debut raises questions over AI profits and China supply-chain exposure

SpaceX's market debut pushes its valuation above US$2 trillion, signaling a mega-cap player in AI, space, and satellite services. Analysts warn the company faces structural questions: whether its AI division can turn a profit and whether its heavy reliance on China's mineral and solar supply chains could curb growth for investors, according to CNBC, WSJ, and Bloomberg.

Credit: AFP

Lockheed Martin and Divergent unveil 3D-printed Replicator drone to speed digital manufacturing

Lockheed Martin's Skunk Works and Divergent Technologies introduced the Replicator, a 3D-printed unmanned aircraft prototype with a roughly 2.7 meter wingspan, after moving the concept to first flight-ready hardware in under 12 months. The effort showcased a digital manufacturing workflow designed to accelerate design-to-production timelines and explore multi-mission applications for next-generation defense systems.

Credit: Lockheed Martin

China's Starlink rival warns SpaceX is taking prime orbital slots

SpaceX's reported valuation crossing US$1 trillion has renewed global attention on low Earth orbit (LEO) satellites and the broader space economy. As Starlink continues to expand its lead, the head of China's Qianfan satellite system has publicly warned that China faces a narrowing window to secure orbital and frequency resources.

Hu Haiying, chief commander of the Qianfan satellite system. Credit: CCTV

Taiwan chips in as drone makers ditch China supply chains

Taiwan's drone supply chain is notching fresh wins, with downstream players such as Thunder Tiger and Taiwan's Aerospace Industrial Development Corporation (AIDC) continuing to secure orders while upstream suppliers, especially chipmakers, are quietly expanding their deployments and market share. For military and commercial drones in particular, Taiwanese chip vendors are now working closely with local customers as well as customers in Europe and the US to integrate a range of on-board image-processing and AI recognition modules, plus applications such as flight control and ground control stations.

Credit: DIGITIMES

AIDC books NT$12.8 billion in new orders as long-term MRO work offsets trainer production peak

Aerospace Industrial Development Corp. said on June 10 that it had secured NT$12.8 billion (approx. US$400 million) in new orders in the first half of 2026, driven by demand for aircraft engines, including both renewals and new projects under long-term contracts. The firm reported first-quarter 2026 revenue of about NT$7.59 billion, roughly flat year-over-year, and said its Brave Eagle advanced jet trainer program remains on track to deliver all 66 aircraft by year-end despite ongoing supply-chain disruptions.

Credit: DIGITIMES

Sysgration scales drone ground control and smart glasses as industrial edge revenue rises

Sysgration expanded its industrial PC and edge-computing business into drone ground control systems and smart glasses, and said shipments of IPCs and drone GCS flight control systems scaled up to help lift May 2026 revenue. The firm reported consolidated revenue of about NT$308 million (approx. US$9.7 milllion) in May 2026, up 0.96% month-over-month and 15.29% year-over-year, and said related businesses now accounted for nearly 40% of revenue as IPC and drone shipments increased.

Credit: DIGITIMES
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