2026 LEO × Taiwan — Strong Upstream, Structural Absence at Mid-stream C
Taiwan is nearly a world-class leader in the upstream of the LEO satellite supply chain (RF PA, filters, high-frequency PCB), and has decent participation in the downstream (ground terminals, antennas) — but a structural void exists in the hottest new theme of 2025–2026: mid-stream C, Orbital Data Center (ODC) hardware integration.
This is not an accident. It is a structural opportunity window.
