Stock Markets March 24, 2026

Taiwan Says U.S. Working to Accelerate Delayed Arms Deliveries as Tensions Rise

Defence minister cites a strong sense of urgency in Washington to speed up weapons programmes, including delayed F-16V jets

By Derek Hwang LMT
Taiwan Says U.S. Working to Accelerate Delayed Arms Deliveries as Tensions Rise
LMT

Taiwan's defence minister said the United States has a 'quite a high' sense of urgency to help the island strengthen its self-defence capabilities and has established a special project team to accelerate weapons deliveries that have experienced delays, including a 2019 order for 66 F-16V fighters. U.S. officials have signalled prioritisation of Taiwan in defence cooperation, while arms sales remain a point of tension with Beijing.

Key Points

  • U.S. has established a special project team to accelerate weapons programmes that have experienced delays - impacts defence procurement timelines and contractors.
  • A 2019 order for 66 F-16V fighters remains a focal point of delays; deliveries are reported to begin this year with production at full capacity - affects aerospace and defence manufacturing.
  • U.S. officials have signalled prioritisation of Taiwan in defence cooperation, while obligations under U.S. law to provide means for Taiwan's self-defence keep arms sales central to U.S.-China tensions - impacts international defence policy and arms markets.

TAIPEI, March 25 - The United States is treating the acceleration of weapons deliveries to Taiwan with what the island's defence leadership describes as a high level of urgency, Taiwan's Defence Minister Wellington Koo said on Wednesday.

Koo told reporters at parliament that Washington is taking concrete steps to help reduce slippages in shipments of military equipment ordered by Taiwan. The minister said many of the systems included in Taiwan's procurement plans have already started to arrive or are in the delivery phase.

However, Koo acknowledged there have been delays in some programmes. He said the U.S. has created a dedicated project team to speed up the relevant weapons programmes and to bring them back on schedule as quickly as possible. "As for the portions that have experienced delays, the United States has already set up a special project team to accelerate the relevant weapons programmes and help us catch up to schedule as quickly as possible," he said. "I have also repeatedly explained that the U.S. sense of urgency in helping us strengthen our self-defence capabilities as quickly as possible is in fact quite high."

One prominent example of the delayed purchases is a 2019 contract for 66 Lockheed Martin F-16V fighters. The upgraded F-16V configuration includes enhanced avionics, weapons and radar systems intended to improve Taiwan's ability to counter the Chinese air force, including its J-20 stealth fighters.

The defence ministry said at the weekend that deliveries of the F-16V fighter jets will begin this year and that production is at "full capacity."

Last week, Michael Miller, director of the U.S. Defense Security Cooperation Agency, said he signed a directive in 2023 to prioritise Taiwan above other buyers. Miller added that security cooperation and assistance for Taiwan was a top priority.

The United States is bound by law to provide Taiwan with the means to defend itself, and arms sales have consistently been a source of friction between Washington and Beijing, which has repeatedly demanded that such transfers stop.

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Risks

  • Continued or further delays in weapons deliveries could weaken Taiwan's near-term defensive posture - relevant to defence and aerospace sectors.
  • Arms sales to Taiwan remain a recurring source of tension with Beijing, posing political and strategic risks that could influence regional stability and defence procurement decisions - relevant to defence contractors and governments.
  • Uncertainty over timelines for specific systems, such as the F-16V deliveries, could affect supplier production schedules and investor expectations in defence manufacturing stocks.

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