Taiwan Security Monitor

PLA Activity Update, 9/20/26


Author: Maxwell Hollingsworth


Visualization of PLA activity around Taiwan covering September 14th through the 20th.

Notes:

  • All data from Taiwan’s MND/TSM’s PLA Activity Center
  • Percentage increases/decreases represent change from week to week
  • Detection frequency refers to the number of times an airframe type is mentioned in updates, not the total number of aircraft sorties per airframe type
  • “Official vessels” refers to China Coast Guard (CCG) vessels and official PRC research ships

Strait Snapshot, August 2026 Update

Authors: Ethan Connell & TSM Staff


KEY FINDINGS
  • Taiwanโ€™s Ministry of National Defense documented 171 PLA aerial sorties around the island in August 2026, of which 125 entered the Air Defense Identification Zone. August tied with March for the lowest monthly total of the year, 34% below Julyโ€™s 260 and 69% below August 2025โ€™s 555.
  • The PLA conducted two joint combat readiness patrols, on August 4 (21 aircraft, 17 ADIZ entries) and August 15 (11 aircraft, 7 ADIZ entries). Both were smaller than any JCRP earlier in 2026. Taiwanโ€™s MND designated no long-distance flights. A 20-aircraft day on August 18 carried no patrol label but produced the monthโ€™s second-largest single-day total.
  • PLAN vessel detections averaged 7.7 per day and peaked at 12, holding the baseline from mid-2025. Official and government-ship detections stayed elevated, well above the sub-fifty levels of early 2026. Julyโ€™s 244 government-vessel sightings set the 2026 record; August ran lower but kept the elevated floor.
  • The Coast Guard Administration documented five PRC government-vessel incursions in August: four into Kinmenโ€™s restricted waters (August 5, 13, 19, and 29) and one into Dongshaโ€™s restricted waters (August 18), during which a CCG vessel remained on station for 9.5 hours. Cumulative 2026 incursions reached 49.

Air Activity: The Floor

Taiwanโ€™s MND detected 171 PLA sorties in August, matching Marchโ€™s 173 at the bottom of the 2026 range. The month-on-month drop of 89 sorties (34 percent) from July was the steepest single-month fall of the year. Against August 2025โ€™s 555, the gap was 69 percent; against August 2024โ€™s 589, 71 percent, the widest year-on-year deficit in 2026.

The two JCRPs produced the monthโ€™s two largest single-day totals: 21 aircraft on August 4 (17 ADIZ entries) and 11 on August 15 (7 ADIZ entries). Both were smaller than any JCRP earlier in the year. August 18 saw 20 aircraft with 15 ADIZ entries but no patrol designation. The first week (August 3-7) ran hot, with daily counts of 6, 21, 14, 10, and 14 sorties. After that, the tempo collapsed. Four days registered zero aircraft: August 20, 22, 28, and 31, the most zero-detection days of any month in 2026.

73% of detected sorties entered the ADIZ, matching Julyโ€™s rate. Even as volume fell, the share of flights approaching Taiwanโ€™s airspace remained constant. Helicopters northeast and southeast of Taiwan flew more often than fixed-wing aircraft, a mix that points toward anti-submarine warfare training and intelligence collection.

Figure 1. Daily PLA aerial activity around Taiwan, August 2026. Gold stars mark joint combat readiness patrols on August 4 and 15; red bars show aircraft entering the ADIZ; shaded columns denote zero-detection days.

Monthly Trajectory: The Sawtooth Breaks

For seven months, the 2026 sortie count followed a sawtooth: each dip (February, March, June) bounced back the next month. August broke the pattern, falling to 171. The descent from Mayโ€™s peak has not stopped. The two JCRPs kept the patrols at active status but were the smallest by aircraft count of any month in 2026.

The PLA ran large-scale exercises in August 2024 (589 sorties) and August 2025 (555 sorties). August 2026 produced less than a third of either of the prior years on record (171 sorties), making this suppression anomalous. September will show whether Beijingโ€™s air tempo has shifted to a lower gear or is coiled for a rebound.

Figure 2. Monthly PLA aerial activity sortie totals, 2024โ€“2026. August 2026 hits the yearโ€™s floor, breaking the sawtooth pattern.

At Sea: The Ships Stay

PLAN detections averaged 7.7 vessels per day and peaked at 12, inside the five-to-nine band that has shown consistently throughout 2025 and 2026. 

Official and government-ship detections ran lower than Julyโ€™s record of 244 but stayed well above the sub-fifty readings from January through May. Non-naval state shipping has continued to hold at elevated levels for three consecutive months. About 60 percent of Augustโ€™s government vessels were Coast Guard ships; the rest were research vessels and other government boats. No allied warship transited the Taiwan Strait in August. The last transit, the Netherlands frigate HNLMS De Ruyter on June 5, is now nearly three months old.

Figure 3. PLAN vessel and official-ship detections around Taiwan, August 2026.

Coast Guard Gray Zone Operations

Five PRC government-vessel incursions in August returned to the Kinmen-dominant pattern. Four targeted Kinmen restricted waters: August 5, August 13, August 19, and August 29. 

Two CCG vessels entered restricted waters around Pratas Island on August 18. The CGA dispatched cutters Yunlin and Tainan to monitor and broadcast warnings. One CCG vessel stayed on station for 9.5 hours, the longest single-vessel dwell at Dongsha in 2026 and a break from the brief transits that had defined earlier Dongsha operations.

Figure 4. CCG incursions into Taiwanโ€™s near seas, Januaryโ€“August 2026, by location. August reverts to the Kinmen-Dongsha baseline, while the east-of-Taiwan patrol rotates for a third time.

The Full Picture: Multi-Domain Overview

Figure 5. Januaryโ€“August 2026 multi-domain PLA activity: air sorties, naval presence, and CCG incursions. Inverted triangles atop the air panel mark allied Taiwan Strait transits.

 Air activity compressed to its 2026 low. Naval presence, government shipping, coast guard operations, and the east-of-Taiwan patrol held or expanded. In the first half of the year, air and maritime surges moved together (the May peak, the June JCRP-plus-CCG breakout). In August, they appeared to decouple. Air sorties fell to 171, while PLAN vessel detections held at 7.7 per day. Official ships stayed on their elevated plateau. The CCG rotated a third formation to the east of Taiwan.

No allied warship has transited the strait since June 5. Beijing expanded its constabulary presence to record levels over that same quarter. The multi-domain posture Beijing has maintained since August 2022 has not shrunk in the first eight months of 2026. 

Figure 6. August air activity year-over-year: total sorties and ADIZ entries, 2024โ€“2026.

ยฉ 2026 Taiwan Security Monitor. All rights reserved.

Taiwan Arms Sale Backlog, August 2026 Update

Jets and Munitions Begin Delivery

Author: Joe Oโ€™Connor & TSM Staff


August 2026, unlike July, showed quite a bit of activity regarding the backlog, including the near-imminent delivery of the F-16C/D Block 70s and ongoing deliveries of munitions for the F-16. Taiwanโ€™s Ministry of National Defense (MND) also announced updates relating to Harpoon Coastal Defense Systems and additional ALTIUS unmanned systems. In August, Congress received no new Foreign Military Sales (FMS) notifications for Taiwan, and no existing sales were fully delivered. The total value of FMS cases notified to Congress but not yet delivered to Taiwan is still $29.72 billion.

Figure 1 shows how the backlog is divided among asymmetric weapons, traditional weapons, and munitions. Arms sales that are only partly delivered are marked in yellow-orange. Table 1 lists all arms sales in the backlog with the latest status updates. Partially delivered sales are shown in italics, while newly announced and fully delivered sales are marked with bold and underlining. 

F-16 Block 70s Start Delivery Flights

On 26 August, Liberty Times reported that the first two Taiwanese F-16C/D Block 70 fighter jets were in transit from the United States to Zhihang Air Base in Taitung. The two jets, numbered 6727 and 6728, reportedly left Lockheed Martin production facilities in Greenville, South Carolina on 17 August, arriving in Honolulu, Hawaii, on 21 August. On 25 August, the two jets arrived at Guam, their last probable stop before arriving in Taiwan. Reporting has indicated that a combination of bad weather around Taiwan and potential mechanical issues has resulted in a delay of the ferry flights.

Because TSM was not able to verify the presence of these two aircraft at Zhihang, an event that would have been reported extensively by the Taiwanese press, we will not be marking the F-16 Block 70 as in delivery for August. Owing to the sale representing $8 billion or roughly 25% of the entire backlog topline, we consider this too important to remove until the first airframes actually arrive on the island.

F-16 Munitions Reported as Partially Delivered

Additional reporting on 20 August detailing preparations for the arrival of F-16s in Taiwan revealed that several sales of munitions for the jets are in progress. An initial batch of AIM-9X Block II Sidewinder air-to-air missiles has already arrived, out of approximately 140 expected in total. The Sidewinder sale was notified to Congress in September 2022 and is worth approximately $86 million. 

The same report also indicated that all 100 AGM-88 High-Speed Anti-Radiation Missiles (HARMs) โ€œhave been fully deployed.โ€ Initial batches of AIM-120-C8 Advanced Medium-Range Air-to-Air Missiles (AMRAAMs), out of 200 total, are also in delivery. Combined, the HARMs and AMRAAMs represent a sale of โ€œF-16 Munitionsโ€ notified to Congress in March 2023, valued at $619 million. Since both are still in delivery, we have reflected that in Figure 1 and Table 1, for an additional $705 million of items in delivery this month.

The same reporting on the above salesโ€™ delivery statuses also confirmed prior reporting about massive delays in delivery of AGM-154 Joint Standoff Weapons (JSOW) air-to-ground missiles, noting that delivery would not occur until โ€œbetween 2027 and 2028.โ€ The JSOW sale, the most-delayed sale in the backlog, having been notified to Congress in June 2017, will have been in the pipeline to Taipei for nearly a decade before deliveries even begin, if timelines stay consistent.

Updates on HCDS, ALTIUS Sales, MS-110 Pods

Various updates also emerged about the following sales this month:

HCDS:

On 4 August, the MND made a final contract award for transport of Harpoon Coastal Defense System equipment from manufacturing facilities in the United States to Taiwan. Worth NT$250 million (US$7.8 million), the performance period is scheduled to run from 1 August 2026 to 31 July 2028, indicating that deliveries will end by mid-2028.

ALTIUS:

On 27 August, the MND signed a Letter of Offer and Acceptance (LOA) for the sale of 1,554 ALTIUS-700M loitering munitions and 478 ALTIUS-600M ISR drones, a sale notified in December 2025 worth approximately US$1.1 billion. The final contract award posted on Taiwanโ€™s E-Procurement System, worth NT$26.9 billion (US$876 million) is expected to represent the costs for the physical systems themselves, per Liberty Times reporting. Additionally, the drones are expected to be delivered by the fourth quarter of 2026, but the final delivery deadline was reportedly extended to 2033.

MS-110 Recce Pods:

On 26 August, Liberty Times reported that a ROCAF F-16V carrying an MS-110 reconnaissance pod was sighted around Jiashan Air Base in Hualien, in its first test by the Taiwanese Air Force. While the report did not provide any update on the delivery status (TSM estimates that the sale remains in delivery until otherwise stated), the test remains a good indicator of Taipeiโ€™s desire to integrate incoming systems with existing airframes as soon as they arrive on the island.

Contract Awards

One notable US contract award involving a Taiwan backlog item appeared this month. On 17 August, the U.S. Air Force awarded Lockheed Martin a $31.29 million contract for โ€œadvisory engineering and technical servicesโ€ for an undisclosed program. This involved FMS customers, including Taiwan and 10 other countries, all of whom own and operate F-16 fighter jets. Based on that, TSM assesses that this is for engineering services for F-16 Block 70s in Taiwanโ€™s case and other F-16 variants for other FMS customers. 

Table 1
Itemized list of backlogged capabilities by weapons category, August 2026
Capability SoldDollar Value (In Millions)Share of total backlog, July 2026Current Status as of August 2026
Traditional$14,92743.50%
F-16C/D Block 70$8,00026.92%August 2026: First two jets (6727 and 6728) en route to Taiwan, leaving production facility on 17 Aug, reaching Hawaii on 21 Aug, and reaching Guam 25 Aug. Jets not arrived in Taitung by end of August.
Paladin Self-Propelled Howitzer$4,03013.56%May 2026: Liberty Times reports that deliveries of Paladins are expected to start in 2030, due to U.S. production delays.
F-16 IRST Systems$5001.68%December 2025: US DoD awarded an undefinitized contract action to Lockheed Martin for targeting pods, including 55 IRST pods for Taiwan. Work is expected to complete by June 2031.
MS-110 Recce Pods$3671.24%August 2026: Pod sighted on F-16V around Jiashan Air Base, Taitung, undergoing first test of pod since arriving in Taiwan.
MK 75 76mm Gun Mounts$300.10%No information since posting of Congressional notification.
Asymmetric$14,76348.67%
HIMARS (Announced December 2025)$4,05013.63%April 2026: MND issues procurement contract for โ€œlong-range precision strike systems,โ€ likely meaning HIMARS, worth US$3.92 billion, with estimated completion in December 2032. Lockheed Martin also received a contract for full-rate production of launchers for U.S. and FMS customers, including Taiwan.
Harpoon Coastal Defense System$2,3707.97%August 2026: MND made final award for contract to transport HCDS equipment from US to Taiwan, worth $7.8 million and expected between August 2026 and July 2028.
National Advanced Surface-to-Surface Air Missile System (NASAMS)$1,1603.90%February 2026: Press reports citing MND sources repeated earlier reporting that Taiwan plans on purchasing 9 additional NASAMS systems and associated missiles. This appears to be one of the arms sales cases being held up by special procurement budget deadlock in the LY.
ALTIUS (Announced December 2025)$1,1003.70%August 2026: MND signs LOA for purchase of 1,554 700M loitering munitions and 478 600M ISR drones, finalizing deal.
Tactical Mission Network$1,0103.40%January 2026: LY votes to move a special procurement budget proposed by the TPP to committee for consideration. The bill would not fund the Tactical Mission Network, but would fund almost all other FMS cases notified to Congress in December 2025.
PAC-3 MSE Interceptors$8822.97%March 2026: MND officials stated that ongoing delivery of 102 MSE missiles should not be affected by conflict in the Middle East.
AN/TPS-77 and AN/TPS-78 Radar Systems$8282.79%September 2025: Taiwanese press report citing 2026 budget request says that all radar systems will be delivered by the end of 2028. TPS-77s scheduled to begin arriving in 2026; TPS-78s to begin arriving in 2027.
MQ-9B Unmanned Aircraft$6002.02%June 2026: Unknown number of drones in Taiwan undergoing assembly and pre-delivery flight testing b/n MND and manufacturer. Also included in MND force structure plan, drones and ground equipment expected to be shipped between July and September 2026.
HIMARS (Announced December 2022)$5201.75%June 2026: Included in MND force structure plan, 18 launchers expected “soon,” consistent with reporting from February 2026.
Javelin Missiles$3751.26%April 2026: MND issues procurement contract for โ€œanti-armor missiles,โ€ likely meaning Javelin or TOW-2B missiles, worth US$162.75 million, with estimated completion in September 2030.
Air-Launched Harpoon Missiles$3551.19%January 2023: Press report indicates that missiles will be delivered by 2030.
TOW Missiles$3531.19%April 2026: MND issues procurement contract for โ€œanti-armor missiles,โ€ likely meaning Javelin or TOW-2B missiles, worth US$162.75 million, with estimated completion in September 2030.
Field Information Communications System$2800.94%June 2026: Taiwanese media reported on immediate combat readiness exercises featuring FICS-equipped vehicles alongside combat units. Reporting also indicated ROCA units had begun fielding FICS systems in February 2026, though it is unclear whether all have been delivered.
C4 Modernization$2650.89%No information since posting of Congressional notification.
Volcano Anti-Tank Mining System$1800.61%June 2026: Included in MND force structure plan, full order of 14 systems expected to ship “soon,” then be organized into “mobile interdiction teams” once in Taiwan, consistent with prior reporting.
Taiwan Advanced Tactical Data Link System Upgrade$750.25%August 2024: Taiwan’s E-Procurement System announced the award of a contract for the Link-16 system with completion date in 2026.
Switchblade 300 Loitering Missile System$600.20%September 2025: Taiwanese press reported details of delivery schedule: 66 drones already delivered to Military Police Command; 150 drones expected to be delivered to ROC Army by end of 2025, 469 drones by the end of 2026.
Munitions$2,3297.84%
AGM-84H SLAM-ER Missile$1,0083.39%December 2025: Taiwanese press report citing a publication by the LY’s budget office indicates a multi-year delay in finalizing details on cost and delivery schedule for AGM-84 missiles. Press report suggests that there is no finalized Letter of Offer and Acceptance (LOA) for this case, which would lay out a payment and delivery schedule.
F-16 Munitions$6192.08%August 2026: Liberty Times reports that all 100 AGM-88 HARM missiles have been “deployed,” and that AMRAAM missiles have also been delivered “in batches.”
Mk 48 Heavyweight Torpedoes (Announced June 2017)$2500.84%July 2026: Taiwanese media reported that due to ongoing delays, the MND was considering “borrowing active inventory torpedoes from the U.S. military.”
AGM-154C Joint Standoff Weapon$1860.62%August 2026: Liberty Times reports that JSOW delivery continues to be delayed until “between 2027 or 2028.”
Mk 48 Heavyweight Torpedoes (Announced May 2020)$1800.61%July 2026: Taiwanese media reported that due to ongoing delays, the MND was considering “borrowing active inventory torpedoes from the U.S. military.”
AIM-9X Block II Missiles$860.29%August 2026: Liberty Times reports that an “initial batch” of AIM-9X Block IIs have been delivered, out of a total of 140. This is an increase of 40 missiles from the initial Congressional notification.

Taiwan Arms Sale Backlog, July 2026 Update

A Quiet Month

Authors: Joe O’Connor & TSM Staff


July 2026 was exceedingly quiet on the backlog front, with little to no updates on the status of delayed cases. Reports emerged that Taiwanโ€™s F-16 Block 70s would not be delivered with electronic warfare systems due to delays, and a Field Information Communications System was spotted during an ROCA exercise, confirming prior reporting of its delivery. In July, Congress received no new Foreign Military Sales (FMS) notifications for Taiwan, and no existing sales were fully delivered. The total value of FMS cases notified to Congress but not yet delivered to Taiwan is still $29.72 billion.

Figure 1 shows how the backlog is divided among asymmetric weapons, traditional weapons, and munitions. Arms sales that are only partly delivered are marked in yellow-orange. Table 1 lists all arms sales in the backlog with the latest status updates. Partially delivered sales are shown in italics, while newly announced and fully delivered sales are marked with bold and underlining. 

F-16 Block 70s to be Delivered Without EW Systems

Reporting from Taiwanese outlet UpMedia in July indicated that the first batch of Taiwanโ€™s 66 F-16C/D Block 70 fighter aircraft, set to be delivered soon, will not have the embedded AN/ALQ-254(V)1 electronic warfare system known as โ€œViper Shieldโ€ installed, due to production delays. The Viper Shield, an optional system alongside the standard AN/APG-83 Active Electronically Scanned Array (AESA) radar, is embedded directly in the fuselage rather than installed as a removable external pod on the aircraft.

Produced by American contractor L3Harris, the system has run into delays owing to its embedded nature as well as component bottlenecks, per UpMedia. A competing system designed by Northrop Grumman, known as the Integrated Viper Electronic Warfare Suite (IVEWS), is also in testing but remains in the development phase, signaling the urgent need for this system in new F-16s.

FICS Makes Appearance at June Exercise

On June 22, a Field Information Communications System (FICS)-installed Humvee was sighted in a Taiwanese Army 269th Brigade convoy during an โ€œimmediate combat readiness exerciseโ€ in Taoyuan. This marks the first documented public image of FICS in months and corroborates earlier reporting from 2026, which stated that the Army had โ€œnewly received/fieldedโ€ some of the systems, and that full delivery was expected to be completed by 2027.

Eagle-eyed backlog followers will recall that the FICS has been designated as partially delivered since February 2026, when we expanded the โ€œpartially deliveredโ€ designation to include all sales, not just those above $1 billion, as was the prior policy. As a result, it is unclear exactly when the FICS system began deliveries. The sale itself, worth $280 million, was notified to Congress in December 2020, and an MND budget unfreezing report from May 2025 indicated that testing had been completed and the first batch of equipment would arrive in the fourth quarter of 2025. TSM has not been able to independently verify the expected delivery date, but due to the presence of FICS in Taiwan, we will continue to mark that sale as partially delivered.

MK-48 Torpedoes Remain Delayed, MND Searching for Alternatives

As previously reported, the delivery timelines for Taiwanโ€™s two tranches of MK 48 heavyweight torpedoes have slipped into 2027-28, ending in 2030, but reporting in July indicated that the MND was searching for alternatives to procure torpedoes sooner, including โ€œborrowing active inventory torpedoes from the U.S. military” as an option. A military source also told Liberty Times that, after reviewing the international market, maintaining delayed procurement timelines for U.S. MK 48s remains more beneficial, as Taiwanโ€™s indigenous Hai Kun submarine, still in testing, has systems specifically designed to meet MK 48 standards, not European or Japanese torpedo variants.

Contract Awards

Two fairly minor but important contracts involving backlogged cases were awarded in July. On July 15, the Army awarded a $439 million undefinitized contract action for procurement of Army Tactical Missile System (ATACMS) missiles for Taiwan, specifically for use by HIMARS systems. Work will be performed by Lockheed Martin and completed by February 2031.

On July 24, the Air Force awarded a $332 million contract to Rockwell Collins ESA Vision Systems for spare and repair parts for the Joint Helmet Mounted Cueing System, a helmet-mounted heads-up display used on F-15, F-16, and F-18 fighter jets. These are likely for Taiwanโ€™s existing F-16 fleet and expanded Block 70 fleet, and work is expected to be completed by July 2032.

Table 1
Itemized list of backlogged capabilities by weapons category, July 2026
Capability SoldDollar Value (In Millions)Share of total backlog, July 2026Current Status as of July 2026
Traditional$14,92743.50%
F-16C/D Block 70$8,00026.92%July 2026: Taiwanese media reported that Taiwan’s F-16s would be delivered without the AN/ALQ-254(V)1 Viper Shield electronic warfare suite, due to delays in production by U.S. manufacturer L3Harris.
Paladin Self-Propelled Howitzer$4,03013.56%May 2026: Liberty Times reports that deliveries of Paladins are expected to start in 2030, due to U.S. production delays.
F-16 IRST Systems$5001.68%December 2025: US DoD awarded an undefinitized contract action to Lockheed Martin for targeting pods, including 55 IRST pods for Taiwan. Work is expected to complete by June 2031.
MS-110 Recce Pods$3671.24%June 2026: Included in MND force structure plan, expected to be delivered through end of 2026, confirming prior reporting from February indicating delivery of three pods by end of year.
MK 75 76mm Gun Mounts$300.10%No information since posting of Congressional notification.
Asymmetric$14,76348.67%
HIMARS (Announced December 2025)$4,05013.63%April 2026: MND issues procurement contract for โ€œlong-range precision strike systems,โ€ likely meaning HIMARS, worth US$3.92 billion, with estimated completion in December 2032. Lockheed Martin also received a contract for full-rate production of launchers for U.S. and FMS customers, including Taiwan.
Harpoon Coastal Defense System$2,3707.97%June 2026: Included in MND force structure plan, large number expected “soon,” confirming prior reporting delivery of 100 Harpoon missiles by end of 2026.
National Advanced Surface-to-Surface Air Missile System (NASAMS)$1,1603.90%February 2026: Press reports citing MND sources repeated earlier reporting that Taiwan plans on purchasing 9 additional NASAMS systems and associated missiles. This appears to be one of the arms sales cases being held up by special procurement budget deadlock in the LY.
ALTIUS (Announced December 2025)$1,1003.70%January 2026: MND reported that it would purchase 1,554 ALTIUS-700M loitering munitions and 478 ALTIUS-600M ISR drones. The FMS notification did not specify the number of drones being purchased.
Tactical Mission Network$1,0103.40%January 2026: LY votes to move a special procurement budget proposed by the TPP to committee for consideration. The bill would not fund the Tactical Mission Network, but would fund almost all other FMS cases notified to Congress in December 2025.
PAC-3 MSE Interceptors$8822.97%March 2026: MND officials stated that ongoing delivery of 102 MSE missiles should not be affected by conflict in the Middle East.
AN/TPS-77 and AN/TPS-78 Radar Systems$8282.79%September 2025: Taiwanese press report citing 2026 budget request says that all radar systems will be delivered by the end of 2028. TPS-77s scheduled to begin arriving in 2026; TPS-78s to begin arriving in 2027.
MQ-9B Unmanned Aircraft$6002.02%June 2026: Unknown number of drones in Taiwan undergoing assembly and pre-delivery flight testing b/n MND and manufacturer. Also included in MND force structure plan, drones and ground equipment expected to be shipped between July and September 2026.
HIMARS (Announced December 2022)$5201.75%June 2026: Included in MND force structure plan, 18 launchers expected “soon,” consistent with reporting from February 2026.
Javelin Missiles$3751.26%April 2026: MND issues procurement contract for โ€œanti-armor missiles,โ€ likely meaning Javelin or TOW-2B missiles, worth US$162.75 million, with estimated completion in September 2030.
Air-Launched Harpoon Missiles$3551.19%January 2023: Press report indicates that missiles will be delivered by 2030.
TOW Missiles$3531.19%April 2026: MND issues procurement contract for โ€œanti-armor missiles,โ€ likely meaning Javelin or TOW-2B missiles, worth US$162.75 million, with estimated completion in September 2030.
Field Information Communications System$2800.94%June 2026: Taiwanese media reported on immediate combat readiness exercises featuring FICS-equipped vehicles alongside combat units. Reporting also indicated ROCA units had begun fielding FICS systems in February 2026, though it is unclear whether all have been delivered.
C4 Modernization$2650.89%No information since posting of Congressional notification.
Volcano Anti-Tank Mining System$1800.61%June 2026: Included in MND force structure plan, full order of 14 systems expected to ship “soon,” then be organized into “mobile interdiction teams” once in Taiwan, consistent with prior reporting.
Taiwan Advanced Tactical Data Link System Upgrade$750.25%August 2024: Taiwan’s E-Procurement System announced the award of a contract for the Link-16 system with completion date in 2026.
Switchblade 300 Loitering Missile System$600.20%September 2025: Taiwanese press reported details of delivery schedule: 66 drones already delivered to Military Police Command; 150 drones expected to be delivered to ROC Army by end of 2025, 469 drones by the end of 2026.
Munitions$2,3297.84%
AGM-84H SLAM-ER Missile$1,0083.39%December 2025: Taiwanese press report citing a publication by the LY’s budget office indicates a multi-year delay in finalizing details on cost and delivery schedule for AGM-84 missiles. Press report suggests that there is no finalized Letter of Offer and Acceptance (LOA) for this case, which would lay out a payment and delivery schedule.
F-16 Munitions$6192.08%April 2026: Raytheon awards contract for full-rate production of AMRAAM-ER missiles for FMS customers, including Taiwan.
Mk 48 Heavyweight Torpedoes (Announced June 2017)$2500.84%July 2026: Taiwanese media reported that due to ongoing delays, the MND was considering “borrowing active inventory torpedoes from the U.S. military.”
AGM-154C Joint Standoff Weapon$1860.62%December 2025: MND report to LY on arms sale delivery status reiterates that AGM-154C is one of three delayed arms sales cases.
Mk 48 Heavyweight Torpedoes (Announced May 2020)$1800.61%July 2026: Taiwanese media reported that due to ongoing delays, the MND was considering “borrowing active inventory torpedoes from the U.S. military.”
AIM-9X Block II Missiles$860.29%March 2024: SIPRI annual update indicates delivery is expected to occur by 2030.

Strait Snapshot, July 2026 Update

After the Storm

Authors: Ethan Connell & Jonathan Walberg


KEY FINDINGS

  • Taiwanโ€™s Ministry of National Defense documented 260 PLA aerial sorties around the island in July 2026, with 190 entering the Air Defense Identification Zone. The total rose 25 percent from Juneโ€™s 208 to the second-highest month of the year, while remaining 53 percent below July 2025โ€™s 555 sorties. The seven-month sequence reads 270, 190, 173, 229, 274, 208, 260.
  • The PLA conducted three joint combat readiness patrols on July 8 (28 aircraft, 20 ADIZ entries), July 24 (29 aircraft, 17 ADIZ entries), and July 30 (27 aircraft, 22 ADIZ entries), restoring the patrol cadence that had dropped to a single operation in June. Typhoon Bavi suppressed activity from July 9 through 14, during which only 11 aircraft were detected, and PLAN vessel counts fell to one on consecutive days.
  • PLAN vessel detections averaged 6.9 per day and peaked at 10, remaining within the five-to-nine baseline. Official and government-ship detections totaled 116 for the month, comparable to Juneโ€™s 110 and well above the 46 recorded in May.
  • The Coast Guard Administration documented seven PRC government-vessel incursions in July: five into Kinmen restricted waters (July 8, 14, 16, 21, and 29), including a nighttime transit by PRC Maritime Safety Administration vessel Haixun 1630 on July 16, the first non-CCG government ship recorded in the series; and two east-of-Taiwan patrol reports (July 4 and 31), confirming the Xiushan formationโ€™s rotation into a standing presence east of the island. Cumulative 2026 incursions reached 42.

Air Activity: Rebound from the June Dip

Julyโ€™s 260 detected sorties reversed the pullback that had brought PLA air activity to its second-lowest month of the year in June. The 52-sortie increase returned the count above Aprilโ€™s 229 and close to Januaryโ€™s 270, though still well below the May peak of 274. Against July 2025โ€™s 555 sorties, the shortfall was 53 percent, and against July 2024โ€™s 607, it was 57 percent, consistent with the year-on-year suppression that has defined 2026.

Three joint combat readiness patrols accounted for the monthโ€™s three largest single-day totals: 29 aircraft on July 24, 28 on July 8, and 27 on July 30. The July 2 long-distance flight of 30 aircraft was the monthโ€™s single busiest day but carried no patrol designation. Five days registered zero aircraft, four of them clustered in the Typhoon Bavi window between July 10 and 17.

Typhoon Baviโ€™s passage across the strait between July 9 and 14 produced the sharpest disruption to air activity recorded in 2026. Over six days, only 11 aircraft were detected, and PLAN vessel counts dropped to one on July 10 and 11, the lowest daily figures in the dataset. Activity resumed immediately: the July 14 post-storm CCG incursion into Kinmen waters and the 6-aircraft detection that day marked the start of a sustained late-month recovery that carried through the July 24 and 30 patrols.

Figure 1. Daily PLA aerial activity around Taiwan, July 2026. Gold stars mark joint combat readiness patrols on July 8, 24, and 30; the shaded band denotes the Typhoon Bavi disruption window.

Monthly Trajectory: The Sawtooth Continues

Julyโ€™s rebound from June extended the sawtooth-like rhythm that has characterized 2026: 270, 190, 173, 229, 274, 208, 260. Each uptick (April, May, July) has been followed or preceded by a downtick, and no month has sustained the pace of either 2024 or 2025. The three JCRPs in July matched Januaryโ€™s four and Mayโ€™s four as the months with the highest patrol frequency, while Juneโ€™s single patrol remains the yearโ€™s low.

Figure 2. Monthly PLA aerial activity sortie totals, 2024โ€“2026. July 2026 rebounds from June but remains far below the 2024 and 2025 comparables.

At Sea: Bavi Disrupts the Baseline

Naval presence held within the five-to-nine band for most of July, with a daily average of 6.9 PLAN vessels and a peak of 10, but the Typhoon Bavi window broke the pattern. PLAN detections dropped to one vessel on both July 10 and 11, the only single-digit-low readings in the 2026 dataset. By July 12, the count had recovered to five and by monthโ€™s end reached 10, restoring the baseline.

Official and government-ship detections totaled 116 for the month, roughly flat against Juneโ€™s 110 and confirming that the step-change from Mayโ€™s 46 has held. The highest single-day official-ship count was 10 on July 12, a day with zero aircraft. No allied Taiwan Strait transits were recorded in July; the last logged transit was the Netherlands frigate HNLMS De Ruyter on June 5.

Figure 3. PLAN vessel and official-ship detections around Taiwan, July 2026. The shaded band marks the Typhoon Bavi disruption.

Coast Guard Gray Zone Operations

Julyโ€™s seven PRC government-vessel incursions were fewer than Juneโ€™s eleven and geographically narrower, but introduced a new actor. Five operations targeted Kinmen restricted waters, conducted on July 8, 14, 21, and 29 by standard four-ship CCG formations drawing on hulls 14530, 14532, 14533, 14602, 14605, 14606, and 14607, with the pre-storm July 8 and post-storm July 14 incursions sharing three of four hull numbers. The July 29 operation employed a two-axis pincer entry, with pairs approaching simultaneously from east of Liaoluo and southwest of Damaoshan.

The July 16 incursion was anomalous. Haixun 1630, a PRC Maritime Safety Administration vessel rather than a China Coast Guard cutter, transited Kinmen restricted waters at night, entering five nautical miles southeast of Liaoluo at 20:44 and exiting southwest of Shaxi Fort at 22:54. The CGA described it as an โ€œedge-cutting transitโ€ and noted it was the first recorded incursion by a non-CCG PRC government vessel. As of July 16, the CGA counted 24 CCG intrusions into Kinmen waters in 2026.

East of Taiwan, the Xiushan formation (CCG 2305 and CCG 1401 Chongming) relieved the Daishan formation on July 4, 54 nautical miles east of Hualien, and remained on station through July 31, when CCG 2305 was reported drifting 151 nautical miles east of Lanyu. The CGA deployed frigates Bali, Hualien, and Taipei for continuous monitoring across the month. The standing rotation confirms that the east-of-Taiwan patrol declared in June has become an institutionalized presence.

Figure 4. CCG incursions into Taiwanโ€™s near seas, Januaryโ€“July 2026, by location. July reverts to a Kinmen-dominant pattern after Juneโ€™s six-geography breakout, while the east-of-Taiwan patrol line continues.

The Full Picture: Multi-Domain Overview

Figure 5. Januaryโ€“July 2026 multi-domain PLA activity: air sorties, naval presence, and CCG incursions. The shaded band in July marks the Typhoon Bavi disruption. Inverted triangles atop the air panel mark allied Taiwan Strait transits.

Julyโ€™s data reinforces the observation that air activity fluctuates while naval presence holds a persistent baseline and coast-guard operations follow their own institutional rhythm. The Typhoon Bavi window is the starkest illustration: air sorties and PLAN detections both cratered, but the CCG conducted incursions on either side of the storm, and the east-of-Taiwan formation remained on station throughout. Across seven months, the overall multi-domain posture has not meaningfully decreased from the level sustained since August 2022.

Figure 6. July air activity year-over-year: total sorties and ADIZ entries, 2024โ€“2026.

Methodology & Sources

Air and naval detection data are drawn from the PLA Activity Center database maintained by the Taiwan Security Monitor, which compiles daily press releases issued by Taiwanโ€™s Ministry of National Defense. The PLA Activity Center data are complete through July 31, 2026. Coast Guard incident data are compiled from Coast Guard Administration gray-zone press releases (cga.gov.tw) and verified against contemporaneous media reporting. Allied Taiwan Strait transit records are drawn from the Taiwan Strait Transit Tracker maintained by the Taiwan Security Monitor; no allied transits were recorded in July 2026. โ€œADIZโ€ denotes Taiwanโ€™s Air Defense Identification Zone; โ€œmedian lineโ€ refers to the informal centerline of the Taiwan Strait historically observed by both sides; โ€œJCRPโ€ denotes Joint Combat Readiness Patrols as designated by Taiwanโ€™s MND. All analysis and commentary are by the Taiwan Security Monitor.

Taiwan Arms Sale Backlog, June 2026 Update

F-16s and MQ-9s Appear

Authors: Joe O’Connor & TSM Staff


Despite concerns in May about the future of arms sales to Taiwan, several backlogged sales made significant progress in June 2026, including continued F-16 flight testing and reports of MQ-9B drones being tested in Taiwan. A force structure plan released by Taiwanโ€™s Ministry of National Defense clarified near-term delivery timelines for other systems, giving us a good idea of what systems will arrive before the end of the year. In June, Congress received no new Foreign Military Sales (FMS) notifications for Taiwan, and no existing sales were delivered. The total value of FMS cases notified to Congress but not yet delivered to Taiwan is still $29.72 billion.

Figure 1 shows how the backlog is divided among asymmetric weapons, traditional weapons, and munitions. Arms sales that are only partly delivered are marked in yellow-orange. Table 1 lists all arms sales in the backlog with the latest status updates. Partially delivered sales are shown in italics, while newly announced and fully delivered sales are marked with bold and underlining. 

MQ-9B Testing in Taiwan Begins, F-16 Testing Continues

Most importantly, this month, reporting from CNA on June 21 indicated that an unknown number of MQ-9B SeaGuardian maritime surveillance drones were in Taiwan awaiting assembly and flight testing, in cooperation between the MND and General Atomics, the dronesโ€™ manufacturer. Since the drones are physically in Taiwan, we consider the MQ-9B case to be partially delivered until we receive confirmation that all four are there.

Flight testing in the U.S. for Taiwanโ€™s F-16C/D Block 70s continued in mid-June. Aviation watchers sighted the previously seen โ€œ6831โ€ tail number airframe flying from Lockheed Martin facilities in South Carolina to Fort Worth, Texas, for a fuel stop. The aircraft was carrying conformal fuel tanks, designed for longer-range flights, per Taiwan News reporting.

Both of these updates are encouraging developments. In particular, the MQ-9B flight testing and assembly taking place in Taiwan spells good news for direct cooperation between the MND and American defense contractors, and will hopefully condense timetables for future arms deliveries. Continued flights of F-16s also herald the first airframe arriving in Taiwan soon, a development we anticipate.

MND Releases Force Structure Plan with Delivery Timelines

A force structure plan released by the MND, also in mid-June, provided vague but notable timelines on some backlogged cases, seen below:

  • MS-110 Reconnaissance Pods: Expected to be delivered โ€œthrough the end of the year.โ€ This is consistent with prior reporting in our February 2026 update, which stated that three pods would arrive by the end of 2026.
  • Harpoon Coastal Defense System: โ€œA large numberโ€ would arrive โ€œsoon.โ€ Prior reporting from our February 2026 update indicated the delivery of an additional 100 Harpoon missiles by the end of 2026, bringing the total to 400 missiles. Both the force structure report and prior MND budget โ€œunfreezingโ€ reports confirm that HCDS support equipment, including 5 launcher vehicles and 1 radar truck, was already delivered in 2025.
  • MQ-9B SeaGuardian: Drones and ground control equipment are expected to be shipped between July and September. The above report indicates that the drones are already there.
  • HIMARS: Relating to the earlier sale notified in December 2022, 18 systems will arrive โ€œsoon.โ€ This is consistent with prior reporting from February 2026, indicating 18 launchers would arrive by the end of 2026.
  • M136 Volcano Anti-Tank Mining System: Full order is expected to ship โ€œsoon,โ€ then be organized into โ€œmobile interdiction teamsโ€ once combat-ready. Our reporting confirms that all 14 systems will likely be delivered by 2026.

Most of the updates in this force structure plan simply confirm prior reporting from earlier in 2026, but provide a more comprehensive list of what is expected before 2027.

Mk 48 Torpedoes Receive Delivery Update

The MND also confirmed in June that deliveries of MK 48 heavyweight torpedoes would begin with 28 in 2027 and 28 in 2028. This is somewhat consistent with prior reporting from September 2025, indicating that Taiwan would receive 14 each in 2027 and 2028. Interestingly, the MND stated that MK 48 deliveries would directly support the Hai Kun indigenous submarine program. Previously, both MK 48 cases have been marked by the MND and the Legislative Yuan (LY) as delayed.

Table 1
Itemized list of backlogged capabilities by weapons category, June 2026
Capability SoldDollar Value (In Millions)Share of total backlog, June 2026Current Status as of June 2026
Traditional$14,92743.50%
F-16C/D Block 70$8,00026.92%June 2026: Taiwanese F-16 spotted flying from production facility in South Carolina to Texas, likely conducting pre-delivery flight tests. F-16s also included in MND force structure plan indicating delivery between July and September 2026.
Paladin Self-Propelled Howitzer$4,03013.56%May 2026: Liberty Times reports that deliveries of Paladins are expected to start in 2030, due to U.S. production delays.
F-16 IRST Systems$5001.68%December 2025: US DoD awarded an undefinitized contract action to Lockheed Martin for targeting pods, including 55 IRST pods for Taiwan. Work is expected to complete by June 2031.
MS-110 Recce Pods$3671.24%June 2026: Included in MND force structure plan, expected to be delivered through end of 2026, confirming prior reporting from February indicating delivery of three pods by end of year.
MK 75 76mm Gun Mounts$300.10%No information since posting of Congressional notification.
Asymmetric$14,76348.67%
HIMARS (Announced December 2025)$4,05013.63%April 2026: MND issues procurement contract for โ€œlong-range precision strike systems,โ€ likely meaning HIMARS, worth US$3.92 billion, with estimated completion in December 2032. Lockheed Martin also received a contract for full-rate production of launchers for U.S. and FMS customers, including Taiwan.
Harpoon Coastal Defense System$2,3707.97%June 2026: Included in MND force structure plan, large number expected “soon,” confirming prior reporting delivery of 100 Harpoon missiles by end of 2026.
National Advanced Surface-to-Surface Air Missile System (NASAMS)$1,1603.90%February 2026: Press reports citing MND sources repeated earlier reporting that Taiwan plans on purchasing 9 additional NASAMS systems and associated missiles. This appears to be one of the arms sales cases being held up by special procurement budget deadlock in the LY.
ALTIUS (Announced December 2025)$1,1003.70%January 2026: MND reported that it would purchase 1,554 ALTIUS-700M loitering munitions and 478 ALTIUS-600M ISR drones. The FMS notification did not specify the number of drones being purchased.
Tactical Mission Network$1,0103.40%January 2026: LY votes to move a special procurement budget proposed by the TPP to committee for consideration. The bill would not fund the Tactical Mission Network, but would fund almost all other FMS cases notified to Congress in December 2025.
PAC-3 MSE Interceptors$8822.97%March 2026: MND officials stated that ongoing delivery of 102 MSE missiles should not be affected by conflict in the Middle East.
AN/TPS-77 and AN/TPS-78 Radar Systems$8282.79%September 2025: Taiwanese press report citing 2026 budget request says that all radar systems will be delivered by the end of 2028. TPS-77s scheduled to begin arriving in 2026; TPS-78s to begin arriving in 2027.
MQ-9B Unmanned Aircraft$6002.02%June 2026: Unknown number of drones in Taiwan undergoing assembly and pre-delivery flight testing b/n MND and manufacturer. Also included in MND force structure plan, drones and ground equipment expected to be shipped between July and September 2026.
HIMARS (Announced December 2022)$5201.75%June 2026: Included in MND force structure plan, 18 launchers expected “soon,” consistent with reporting from February 2026.
Javelin Missiles$3751.26%April 2026: MND issues procurement contract for โ€œanti-armor missiles,โ€ likely meaning Javelin or TOW-2B missiles, worth US$162.75 million, with estimated completion in September 2030.
Air-Launched Harpoon Missiles$3551.19%January 2023: Press report indicates that missiles will be delivered by 2030.
TOW Missiles$3531.19%April 2026: MND issues procurement contract for โ€œanti-armor missiles,โ€ likely meaning Javelin or TOW-2B missiles, worth US$162.75 million, with estimated completion in September 2030.
Field Information Communications System$2800.94%May 2025: Budget unfreezing report by MND indicates that testing of the system concluded in early 2025. The first batch of equipment is expected in the fourth quarter of 2025.
C4 Modernization$2650.89%No information since posting of Congressional notification.
Volcano Anti-Tank Mining System$1800.61%June 2026: Included in MND force structure plan, full order of 14 systems expected to ship “soon,” then be organized into “mobile interdiction teams” once in Taiwan, consistent with prior reporting.
Taiwan Advanced Tactical Data Link System Upgrade$750.25%August 2024: Taiwan’s E-Procurement System announced the award of a contract for the Link-16 system with completion date in 2026.
Switchblade 300 Loitering Missile System$600.20%September 2025: Taiwanese press reported details of delivery schedule: 66 drones already delivered to Military Police Command; 150 drones expected to be delivered to ROC Army by end of 2025, 469 drones by the end of 2026.
Munitions$2,3297.84%
AGM-84H SLAM-ER Missile$1,0083.39%December 2025: Taiwanese press report citing a publication by the LY’s budget office indicates a multi-year delay in finalizing details on cost and delivery schedule for AGM-84 missiles. Press report suggests that there is no finalized Letter of Offer and Acceptance (LOA) for this case, which would lay out a payment and delivery schedule.
F-16 Munitions$6192.08%April 2026: Raytheon awards contract for full-rate production of AMRAAM-ER missiles for FMS customers, including Taiwan.
Mk 48 Heavyweight Torpedoes (Announced June 2017)$2500.84%June 2026: MND reporting indicates deliveries of 28 in 2027 and 28 in 2028.
AGM-154C Joint Standoff Weapon$1860.62%December 2025: MND report to LY on arms sale delivery status reiterates that AGM-154C is one of three delayed arms sales cases.
Mk 48 Heavyweight Torpedoes (Announced May 2020)$1800.61%December 2025: MND report to LY on arms sale delivery status reiterates that Mk-48 is one of three delayed arms sales cases.
AIM-9X Block II Missiles$860.29%March 2024: SIPRI annual update indicates delivery is expected to occur by 2030.
Conclusion

June provided the clearest evidence so far in 2026 that several major arms sales are moving closer to delivery, even though the overall backlog remained unchanged at $29.72 billion. The apparent arrival of MQ-9Bs in Taiwan, continued F-16 flight testing, and new timelines for HIMARS, Harpoon missiles, reconnaissance pods, and Volcano systems suggest that Taiwan could receive a substantial package of capabilities before the end of the year. At the same time, the revised schedule for Mk 48 torpedoes demonstrates that delays continue to affect systems critical to Taiwanโ€™s longer-term force development. The coming months will show whether Juneโ€™s progress translates into completed deliveriesโ€”and whether Taiwan can absorb, integrate, and sustain several major systems arriving in close succession.

Strait Snapshot, June 2026 Update

The Gray Zone Widens

Authors: Ethan Connell & Jonathan Walberg


KEY FINDINGS
  • Taiwan’s Ministry of National Defense documented 208 PLA aerial sorties around the island in June 2026, with 134 entering the Air Defense Identification Zone. The total fell 66 sorties, or about 24 percent, from May’s year-high 274, and sat 58 percent below June 2025’s 499 sorties. June ranks fourth among 2026’s six months in the sequence 270, 190, 173, 229, 274, 208.
  • The PLA conducted a single joint combat readiness patrol on June 3 (32 aircraft, 25 ADIZ entries), down from four in May. The month’s second-largest day, 23 aircraft on June 21, was a โ€œlong-distance flightโ€ rather than a patrol, and the tempo was otherwise sustained through dispersed median-line crossings instead of large set-piece operations.
  • PLAN vessel detections averaged 7.4 per day and peaked at 10, holding the five-to-nine vessel baseline, while official and government-ship detections more than doubled to 110 for the month against May’s 46, a maritime-presence signal that ran counter to the decline in the air. One allied Strait transit fell within the month, the Netherlands frigate HNLMS De Ruyter on June 5.
  • The Coast Guard Administration recorded 11 China Coast Guard incursions in June, the highest monthly count of 2026 and the first to break the Kinmen-and-Dongsha pattern: alongside four Kinmen and two Dongsha operations, the CCG conducted two east-of-Taiwan patrols, a South China Sea approach at Taiping Island, and Taiwan’s first recorded incursion off Penghu. Cumulative 2026 incursions reached 34.

After the High-Water Mark

June’s 208 detected sorties reversed the climb that had carried PLA air activity to a 2026 high in May. The month-on-month drop of 66 sorties returned the count to the middle of the year’s range, below April’s 229 and well beneath May’s 274, and left the six-month sequence reading 270, 190, 173, 229, 274, 208. Against June 2025’s 499 sorties, the shortfall was 58 percent, consistent with the suppressed year-on-year pattern that has held across 2026.

Joint combat readiness patrols, a firmer indicator of operational intent than raw sortie counts, all but disappeared. Only the June 3 patrol, 32 aircraft with 25 crossing into the ADIZ and the month’s single largest day, was officially given the designation, against four such patrols in May. The June 21 long-distance flight of 23 aircraft was the next-largest day, and the remaining elevated days took the form of dispersed median-line crossings recorded on June 22, 23, 24, and 30 rather than concentrated multi-axis exercises. 7 days registered no aircraft at all, including an unbroken stretch of quiet from June 14 through June 17.

Figure 1. Daily PLA aerial activity around Taiwan, June 2026. The gold star marks the June 3 joint combat readiness patrol; red bars show aircraft entering the ADIZ; shaded columns denote zero-detection days. The purple marker denotes the June 5 HNLMS De Ruyter (Netherlands) Strait transit.

The pullback followed the May 14-15 Beijing summit and the cautious posture Washington adopted afterward. U.S. arms deliveries to Taiwan remained paused, a planned Trump-Lai conversation stayed on hold, and the reciprocal autumn Xi visit to the United States had yet to be scheduled. As in earlier months, a lighter month in the air should not be read on its own as an easing of pressure. ADIZ-penetration share held at roughly 64 percent of detected sorties, so the activity that did occur still pressed toward Taiwan’s southwestern approaches rather than skirting them.

Monthly Trajectory: The Rebound Stalls

May’s rebound did not carry into June. Whereas the spring recovery had restored a near-weekly patrol cadence, June returned to a single large-scale operation, the type of frequency last seen during the February-April lull, while total sorties stayed comparatively high at 208. That combination is the month’s central puzzle: activity remained substantial, but the concentrated readiness patrols that signal deliberate demonstration gave way to a more routine presence and long-range flights. Read against the full run of 2026, June looks less like renewed de-escalation than like a redistribution of effort away from the air.

Figure 2. Monthly PLA aerial activity sortie totals, 2024โ€“2026. June 2026 falls back from May’s year high while remaining far below the 2024 and 2025 comparables.

At Sea: The Baseline Holds, Official Traffic Doubles

Naval presence again refused to track the swings in the air. PLAN detections averaged 7.4 vessels daily and peaked at 10, squarely within the five-to-nine band that has defined 2025-2026 operations, and the decoupling between air and maritime domains held through a month in which sorties fell by nearly a quarter. Air activity appears responsive to political calendars and institutional dynamics, whereas naval presence functions as a persistent baseline feature of cross-strait military activity.

Figure 3. PLAN vessel and official-ship detections around Taiwan, June 2026. Official-ship traffic more than doubled month-on-month. The purple marker denotes the June 5 HNLMS De Ruyter Strait transit.

The exception was official and government-ship traffic, which more than doubled to 110 detections for the month against 46 in May, peaking at ten government vessels on June 9, a day with no aircraft at all. The surge in non-navy state shipping, coming as air activity receded, reinforces the sense that Beijing shifted weight toward maritime and constabulary presence in June. One allied transit occurred: the Netherlands frigate HNLMS De Ruyter passed through the strait on June 5, the fifth allied transit of 2026 and the first by a Dutch vessel, following U.S., Australian, Japanese, and Canadian passages earlier in the year.

Coast Guard Gray Zone Operations

The clearest escalation in June came below the waterline. The Coast Guard Administration documented at least 11 China Coast Guard incursions, more than double any previous month in 2026 and the first to move decisively beyond the established Kinmen-and-Dongsha rhythm. Four Kinmen operations, on June 3, 16, 18, and 29, maintained the institutionalized four-cutter rotation drawing on hulls 14530, 14531, 14602, 14606, and 14607, including a June 18 approach in which the cutters ran in single file with their transponders switched off. Two Dongsha operations, on June 5 and 19, preserved the once-monthly southern pattern with single large cutters.

Figure 4. CCG incursions into Taiwan’s near seas, Januaryโ€“June 2026, by location. Filled markers are logged in the TSM tracker; hollow markers are confirmed from CGA releases and pending entry. June’s activity spans six distinct geographies, the year’s widest.

What set June apart was geography. On June 11, a Sansha law-enforcement formation entered waters two nautical miles off Taiping Island, extending gray-zone pressure into the South China Sea. On June 19 the CCG mounted Taiwan’s first recorded incursion off Penghu, sending cutter 2102 into waters west of Huayu the day after Taiwan’s Coast Guard seized an illegal mainland fishing vessel, a pretextual patrol shadowed by the CGA cutter Lianjiang. Most consequential were two patrols east of Taiwan: the June 1 formation that declared law-enforcement jurisdiction some fifty nautical miles southeast of Orchid Island, the first such assertion in open Pacific waters, and a June 13 transit past Green Island during which cutter 2502 broadcast that โ€œthe ROC does not existโ€ before a CGA vessel intervened. Cumulative 2026 incursions reached 34.

Regional Context: East of Taiwan, a New Patrol Line

June confirmed that the east-of-Taiwan patrols flagged at the end of May were not a one-off. By declaring law-enforcement jurisdiction in the open Pacific and rotating formations to sustain it, with the Xiushan task force relieving the June formation in early July, the CCG began to institutionalize a presence on Taiwan’s Pacific flank, the approaches through which any allied resupply from Guam, Yokosuka, or Luzon would run. Conducted under a civilian flag, the patrols are calibrated to complicate an allied response without the escalation a naval deployment would carry. Taipei answered on both fronts: the Coast Guard Administration pledged to expel harassing vessels and advised Taiwanese ships to ignore any boarding demands, while the Republic of China Navy stood up a Littoral Combat Command on June 1 to consolidate its surveillance and anti-ship missile forces. Washington’s posture, by contrast, stayed cautious in the summit’s aftermath even as Congressional support for Taiwan held.

The Full Picture: Multi-Domain Overview

Figure 5. Januaryโ€“June 2026 multi-domain PLA activity: air sorties, naval presence, and CCG incursions. The gold band marks the early-March Two Sessions quiet period; the shaded June column marks the month’s air pullback and gray-zone surge. Inverted triangles atop the air panel mark allied Taiwan Strait transits (United States, January 16; Australia, February 20; Japan, April 17; Canada, May 22; Netherlands, June 5).

June is the sharpest illustration to date of a posture that moves along several tracks at once. Air activity, the most visible and politically responsive domain, fell back from its May peak and shed nearly all of its set-piece patrols; naval presence did not move; official-ship traffic and coast-guard operations rose, the latter both in number and in geographic reach. Taken together, the month does not describe a de-escalation so much as a shift in where pressure is applied, from the air toward the maritime and constabulary domains, and from the strait’s familiar flashpoints toward Taiwan’s eastern and southern approaches. The overall multi-domain posture continues to reflect the sustained PLA activity around Taiwan maintained since August 2022.

Figure 6. June air activity year-over-year: total sorties and ADIZ entries, 2024โ€“2026.

Methodology & Sources

Air and naval detection data are drawn from daily press releases issued by Taiwan’s Ministry of National Defense and compiled in the PLA Activity Center database maintained by the Taiwan Security Monitor. Figures for June 1-21 are drawn from the PLA Activity Center; figures for June 22-30 are compiled from MND daily releases, which do not carry the joint-patrol labeling used earlier in the month. Coast Guard incident data are compiled from Coast Guard Administration statements and verified against contemporaneous media reporting in the China Coast Guard Incident Tracker Database; seven of June’s incursions appear in the tracker, and four are confirmed from CGA releases pending entry, so the monthly total should be read as a minimum. Allied Taiwan Strait transit records are drawn from the Taiwan Strait Transit Tracker maintained by the Taiwan Security Monitor. โ€œADIZโ€ denotes Taiwan’s Air Defense Identification Zone; โ€œmedian lineโ€ refers to the informal centerline of the Taiwan Strait historically observed by both sides; โ€œJCRPโ€ denotes Joint Combat Readiness Patrols as designated by Taiwan’s MND. All analysis and commentary are by the Taiwan Security Monitor.

ยฉ 2026 Taiwan Security Monitor. All rights reserved.

Taiwan Arms Sale Backlog, May 2026 Update

Abrams Delivered

Authors: Joe Oโ€™Connor & TSM Staff


May 2026 brought a major shift in arms sales to Taiwan. Taiwanโ€™s legislature agreed to a lower ceiling for the DPPโ€™s proposed special defense budget, and the Xi-Trump summit raised questions about the future of U.S. sales to Taipei. In May, Congress received no new Foreign Military Sales (FMS) notifications, and no existing sales were delivered. The total value of FMS cases notified to Congress but not yet delivered to Taiwan is still $29.72 billion.

Figure 1 shows how the backlog is divided among asymmetric weapons, traditional weapons, and munitions. Arms sales that are only partly delivered are marked in yellow-orange. Table 1 lists all arms sales in the backlog with the latest status updates. Partially delivered sales are shown in italics, while newly announced and fully delivered sales are marked with bold and underlining.

Special Budget Ceiling Authorized, Approved

On May 8, Taiwanโ€™s Legislative Yuan (LY) passed the โ€œSpecial Act for Safeguarding National Security and Strengthening Asymmetric Capabilities Procurement,โ€ after months of negotiations and delay. This act, which set only topline budget ceilings and regulated the budget process, authorized NT$780 billion (US$24.89 billion) for U.S. arms procurement, including NT$300 billion (US$9.57 billion) for FMS cases notified in December, including Paladin self-propelled howitzers, additional HIMARS launchers, and anti-tank missiles. On May 29, the LY approved initial special budget funding worth NT$8.81 billion (US$258.7 million), coming days before the payment deadline for HIMARS systems notified in December. This is notably about 60% of the Lai administrationโ€™s proposed NT$1.25 trillion (US$40 billion) special defense budget, originally announced in November 2025.

In response, President Lai Ching-te and other DPP officials expressed concerns that domestic production programs would not have continued funding, including Strong Bow ABM systems and โ€œSharp Kiteโ€ drones. Opposition lawmakers, including Kuomintang (KMT) chairwoman Cheng Li-wun and Taiwan Peopleโ€™s Party (TPP) chairman Huang Kuo-chang, celebrated the budget act, both expressing a desire to maintain oversight and not rubber-stamp the executive.

Trump-Xi Summit Sows Doubts About Sales to Taiwan

Mid-May was marked by a summit in Beijing between Presidents Trump and Xi, where the latter warned that the United States and China could find themselves in โ€œconfrontation or even conflictโ€ over Taipei. For purposes of arms sales, the summit yielded additional doubts about future U.S. policy towards Taiwan. Immediately after the summit, on May 15, Trump stated he โ€œwill make a determination over the next fairly short periodโ€ about arms sales to Taiwan, and dismissed the โ€œSix Assurances,โ€ a set of U.S. policies towards Taiwan developed in 1982. In an interview with Fox News several days later, Trump said that despite U.S. arms sales, the odds are against Taiwan in a conflict, and that he was pausing the latest U.S. sale to Taiwan to use as a โ€œvery good negotiating chipโ€ with China. This decision point on sales escalated in late May, when Trump stated he would speak with President Lai before deciding on the sales. On May 30, CBS reported that Trump decided not to speak with Lai, continuing a trend of no direct calls between U.S. and Taiwanese leaders since 1979.

In May, several senior Pentagon officials offered additional justification for a pause in arms sales to Taiwan. On May 21, Acting Secretary of the Navy Hung Cao told a Senate appropriations subcommittee that the U.S. has paused sales pending further talks with Beijing, including over the conflict in the Middle East. At the Shangri-La Conference on May 29, Secretary of Defense Pete Hegseth stated that the pause was not due to munitions stockpile concerns, stating that he would โ€œdecouple the twoโ€ [a pause in sales and Middle East conflict-related munitions shortages].

These inconsistencies are not good for Taipei and create uncertainty for the backlog. A reduction in sales would likely mean that the topline number of $29.72 billion would decrease over time as sales are completed; but a total pause in sales to Taiwan might be disastrous.

Case Updates and Related Contract Awards

There were few case updates in May, as much of the focus was on special defense budget spending and the Trump-Xi summit. In late May, Liberty Times reported that delivery of M109A7 Paladin self-propelled howitzers would not begin until 2030. Reportedly, this is tied to production capacity and delays in the queue. This sale of Paladins, notified in December 2025, consists of 60 M109A7s, 60 ammunition carriers, 13 recovery vehicles, and over 4,000 precision-guidance kits.
On May 12, the U.S. Navy awarded a $12 million contract for command, control, communications, and computers (C4) enterprise services for Taiwan, including extension options that would bring the total to $68 million. It is assessed that this contract award might apply to an FMS case for C4 modernization worth $265 million, notified in December 2024.ย 

Table 1
Itemized list of backlogged capabilities by weapons category, May 2026
Capability SoldDollar Value (In Millions)Share of total backlog, May 2026Current Status as of May 2026
Traditional$14,92743.50%
F-16C/D Block 70$8,00026.92%April 2026: Lockheed CFO Evan Scott notes in earnings call that production had “issues during the flight test” but they are “back on track” and deliveries of aircraft to Taiwan and Morocco would begin soon.
Paladin Self-Propelled Howitzer$4,03013.56%May 2026: Liberty Times reports that deliveries of Paladins are expected to start in 2030, due to U.S. production delays.
F-16 IRST Systems$5001.68%December 2025: US DoD awarded an undefinitized contract action to Lockheed Martin for targeting pods, including 55 IRST pods for Taiwan. Work is expected to complete by June 2031.
MS-110 Recce Pods$3671.24%February 2026: Three MS-110 pods expected to arrive by the end of 2026. This may fulfill the FMS case, but getting accurate, consistent numbers on MS-110 delivery has been challenging.
MK 75 76mm Gun Mounts$300.10%No information since posting of Congressional notification.
Asymmetric$14,76348.67%
HIMARS (Announced December 2025)$4,05013.63%April 2026: MND issues procurement contract for โ€œlong-range precision strike systems,โ€ likely meaning HIMARS, worth US$3.92 billion, with estimated completion in December 2032. Lockheed Martin also received a contract for full-rate production of launchers for U.S. and FMS customers, including Taiwan.
Harpoon Coastal Defense System$2,3707.97%March 2026: U.S. DSCA Director Michael Miller confirmed in a House hearing that Taiwan has priority for delivery of HCDS over Saudi Arabia.
National Advanced Surface-to-Surface Air Missile System (NASAMS)$1,1603.90%February 2026: Press reports citing MND sources repeated earlier reporting that Taiwan plans on purchasing 9 additional NASAMS systems and associated missiles. This appears to be one of the arms sales cases being held up by special procurement budget deadlock in the LY.
ALTIUS (Announced December 2025)$1,1003.70%January 2026: MND reported that it would purchase 1,554 ALTIUS-700M loitering munitions and 478 ALTIUS-600M ISR drones. The FMS notification did not specify the number of drones being purchased.
Tactical Mission Network$1,0103.40%January 2026: LY votes to move a special procurement budget proposed by the TPP to committee for consideration. The bill would not fund the Tactical Mission Network, but would fund almost all other FMS cases notified to Congress in December 2025.
PAC-3 MSE Interceptors$8822.97%March 2026: MND officials stated that ongoing delivery of 102 MSE missiles should not be affected by conflict in the Middle East.
AN/TPS-77 and AN/TPS-78 Radar Systems$8282.79%September 2025: Taiwanese press report citing 2026 budget request says that all radar systems will be delivered by the end of 2028. TPS-77s scheduled to begin arriving in 2026; TPS-78s to begin arriving in 2027.
MQ-9B Unmanned Aircraft$6002.02%March 2026: Taiwanese officials attended a โ€œhandoverโ€ ceremony in the U.S. for two of the expected four drones, clarifying that they expect to remain for further testing. LY testimony from MND officials also clarified that delivery is expected by the third quarter of 2026 and should not be delayed by ongoing conflict in the Middle East.
HIMARS (Announced December 2022)$5201.75%February 2026: Press reports citing MND sources indicate that 18 launchers, 20 ATACMS, and 864 GMLRS are expected to arrive before the fourth quarter of 2026. This is consistent with previously reported delivery timelines.
Javelin Missiles$3751.26%April 2026: MND issues procurement contract for โ€œanti-armor missiles,โ€ likely meaning Javelin or TOW-2B missiles, worth US$162.75 million, with estimated completion in September 2030.
Air-Launched Harpoon Missiles$3551.19%January 2023: Press report indicates that missiles will be delivered by 2030.
TOW Missiles$3531.19%April 2026: MND issues procurement contract for โ€œanti-armor missiles,โ€ likely meaning Javelin or TOW-2B missiles, worth US$162.75 million, with estimated completion in September 2030.
Field Information Communications System$2800.94%May 2025: Budget unfreezing report by MND indicates that testing of the system concluded in early 2025. The first batch of equipment is expected in the fourth quarter of 2025.
C4 Modernization$2650.89%No information since posting of Congressional notification.
Volcano Anti-Tank Mining System$1800.61%February 2026: Press reports citing MND sources indicate delivery of 14 Volcano systems will occur “soon.” This is consistent with previously reported delivery timelines.
Taiwan Advanced Tactical Data Link System Upgrade$750.25%August 2024: Taiwan’s E-Procurement System announced the award of a contract for the Link-16 system with completion date in 2026.
Switchblade 300 Loitering Missile System$600.20%September 2025: Taiwanese press reported details of delivery schedule: 66 drones already delivered to Military Police Command; 150 drones expected to be delivered to ROC Army by end of 2025, 469 drones by the end of 2026.
Munitions$2,3297.84%
AGM-84H SLAM-ER Missile$1,0083.39%December 2025: Taiwanese press report citing a publication by the LY’s budget office indicates a multi-year delay in finalizing details on cost and delivery schedule for AGM-84 missiles. Press report suggests that there is no finalized Letter of Offer and Acceptance (LOA) for this case, which would lay out a payment and delivery schedule.
F-16 Munitions$6192.08%April 2026: Raytheon awards contract for full-rate production of AMRAAM-ER missiles for FMS customers, including Taiwan.
Mk 48 Heavyweight Torpedoes (Announced June 2017)$2500.84%December 2025: MND report to LY on arms sale delivery status reiterates that Mk-48 is one of three delayed arms sales cases.
AGM-154C Joint Standoff Weapon$1860.62%December 2025: MND report to LY on arms sale delivery status reiterates that AGM-154C is one of three delayed arms sales cases.
Mk 48 Heavyweight Torpedoes (Announced May 2020)$1800.61%December 2025: MND report to LY on arms sale delivery status reiterates that Mk-48 is one of three delayed arms sales cases.
AIM-9X Block II Missiles$860.29%March 2024: SIPRI annual update indicates delivery is expected to occur by 2030.
Conclusion

Taiwanโ€™s arms sale backlog remained steady at $29.72 billion through the end of May 2026. The Legislative Yuanโ€™s passage of a reduced special defense budget and initial funding for Decemberโ€™s FMS cases are positive developments, but additional appropriations will be necessary to keep these purchases moving forward. Meanwhile, the reported Paladin delivery delay and the Trump administrationโ€™s inconsistent statements on future sales show that both production capacity and political considerations continue to affect the backlog. The coming months will indicate whether Taiwan can secure the remaining funding and whether Washington will resume notifying Congress of new arms sales.

PLA Activity Update, 6/14/26


Author: Ethan Connell


Visualization of PLA activity around Taiwan covering June 8th through June 14th.

For more information, visit the PLA Activity Tracker.

Visualization: Type-12 Deployment to Minamitorishima


Author: Chris Dayton


Japanโ€™s Defense Ministry is moving a GSDF Type-12 surface-to-ship missile launcher and targeting drones to Minamitorishima, Japanโ€™s easternmost island, as it prepares to establish a Pacific-side firing range. The project would mark Japanโ€™s first deployment of surface-to-ship missile infrastructure to the remote island, roughly 2,000 km southeast of Honshu, with live-fire drills expected to begin in FY2027. Above is our visualization of the Type 12’s deployment and operational range on Minamitorishima.