Taiwan, with its critical geopolitical position, has an opportunity to secure key positions in the global drone supply chain not dominated by Chinese businesses. Thunder Tiger (TT), a major drone manufacturer, supports Taiwan-based producers but acknowledges China’s long-standing dominance in the drone market due to government support. China still holds two key module technologies, presenting challenges for other countries to quickly detach from Chinese suppliers.

IC channel distributor Macnica Galaxy is cautiously optimistic about its operations in the second half of 2024 and 2025.

8月29日，凯盛科技披露2024年半年度报告，公司上半年实现营业收入22.17亿元，同比减少 9.64％；营业利润8033.99万元，同比减少 36.91％；实现利润总额8080.83万元，净利润6522.08万元，同比分别减少35.94％、44.29％；归属于母公司股东 的净利润4163.79万元，比上年同期减少47.60％。