China unveils first official commercial space roster, backing established players and the NTN ecosystem

An organization under China’s State Administration of Science, Technology and Industry for National Defense (SASTIND) released the membership list of the National Commercial Space Alliance’s Commercial Space Entrepreneurship Consortium on July 1, offering a rare look at 271 officially recognized space-related organizations. Covering everything from launch services and satellite development to ground infrastructure and financial services, the list signals Beijing’s increasingly institutionalized approach to identifying and supporting established commercial space companies.

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TSMC’s CoWoS capacity remains ‘extremely tight’ as OSAT partners ramp expansion

During its July 16 earnings conference, Taiwan Semiconductor Manufacturing Company (TSMC) offered an upbeat outlook on AI demand. Responding to competition from Intel’s EMIB advanced packaging technology, chairman and CEO C.C. Wei said TSMC’s CoWoS capacity remains “extremely tight” and welcomed the emergence of additional advanced packaging solutions to help customers alleviate backend manufacturing bottlenecks.

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Taiwan drone sector expands Japanese tie-ups

Taiwan’s drone industry has grown rapidly in recent years, with output surging from about NT$5 billion (US$154.87 million) in 2024 to NT$12.9 billion in 2025, while export value jumped from NT$140 million to NT$2.9 billion. Still, compared with semiconductors and electronics assembly, the drone sector remains small, making it critical for the industry to expand technology cooperation and secure government subsidies.

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Japan’s ACSL eyes Taiwan drone supply chain expansion, commits to TADTE 2027

Japanese industrial drone maker ACSL is open to expanding procurement from Taiwan as it strengthens its international supply chain strategy, with the company accepting an invitation to participate in the 2027 Taipei Aerospace & Defense Technology Exhibition (TADTE) during a visit by Taiwan External Trade Development Council (TAITRA) Chairman James C.F. Huang to ACSL’s R&D headquarters on July 15.

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Foxlink opens first US AI demonstration factory in Texas

Foxlink Texas (FTI), a subsidiary of Cheng Uei Precision Industry (Foxlink), officially opened its first artificial intelligence (AI) demonstration factory at AllianceTexas in Fort Worth, Texas, on July 14, marking the group’s first such facility in the US. The opening marks a key step in Foxlink’s transformation from a traditional electronic manufacturing services (EMS) provider to an AI factory operating model.

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Laser Tek says AI demand is driving orders, but parts shortages are delaying shipments

Taiwanese laser processing equipment maker Laser Tek said that artificial intelligence(AI)-led investment in advanced packaging, testing, and passive components is boosting orders worldwide, but a persistent parts shortage is stretching delivery schedules and delaying some shipments. The company warned that tight supply could keep pressure on revenue in the near term.

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Micron SCA covers 7 auto customers, boosts supply chain

Micron has said its Strategic Customer Agreement (SCA) long-term supply deals with 16 key strategic customers include seven automotive customers — among them Qualcomm, Visteon, and Harman, all key suppliers supporting the automotive ecosystem — reinforcing its push into the auto supply chain. The memory maker said the agreements also cover CSPs and AI infrastructure players.

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