U.S. Drone Companies Seeking Alternatives to China

American drone manufacturers are facing challenges due to their reliance on Chinese components, as government sanctions have disrupted the supply chain. A notable example is Skydio, a Silicon Valley drone company that lost its primary battery supplier after China imposed restrictions. In response, Skydio has sought assistance from Taiwan, which is positioning itself as a viable alternative by investing in a democratic supply chain and engaging with U.S. tech firms. However, despite being cheaper than other allies, Taiwan still struggles to compete with China's mass production capabilities, creating a complicated landscape for U.S. companies navigating this transition.