A wave of next-generation defense contracts from the US Department of Defense is poised to transform the global unmanned systems industry in 2025, and Taiwan may play a pivotal role. With the Pentagon expected to release a large volume of unmanned vehicle orders next year, US defense tech startups are racing to secure production capacity. Many of these firms, while brimming with innovation, face significant constraints in manufacturing scale, opening the door for Taiwan’s precision-driven, China-free supply chain.

As the semiconductor industry pushes the boundaries of chip performance, manufacturing processes are being forced to adapt. In preparation for next-generation HBM4 and NAND flash memory exceeding 400 layers, SK Hynix is reportedly preparing to overhaul its wafer dicing technologies — a foundational step in semiconductor production that is becoming increasingly difficult due to thinning wafers.

MiPhi Semiconductors, a strategic joint venture between Micromax Informatics and Taiwan’s Phison Electronics, is positioning itself as a key player in India’s push for semiconductor self-reliance by focusing on AI-driven NAND storage solutions and intelligent computing infrastructure that are both designed and made in India.