Anduril says US delay on Taiwan arms sales is hurting its business

Palmer Luckey flew to Taipei to say something most defense executives would mumble into a closed-door briefing: the US government is costing his company money. The Anduril founder told audiences on September 19 that the delayed $14 billion arms package for Taiwan is directly impacting Anduril’s operations, and he’s not being quiet about it. Luckey revealed he has personally raised the issue with President Trump, Vice President JD Vance, and Secretary of State Marco Rubio. The message was blunt. Had the deal gone through, Anduril’s business in Taiwan would look very different right now. A $14 billion bargaining chip The arms package has been in limbo since May 2026, when Trump decided to hold it up following a summit with Chinese President Xi Jinping. The president framed the delay as a strategic negotiating tool, essentially turning Taiwan’s military modernization into a card to play at the geopolitical poker table. Taiwan had already received deliveries under earlier agreements totaling roughly $11.1 billion. And just last month, in August 2026, Taiwan signed an additional contract worth approximately $847 million for over 2,000 Altius systems. So the relationship between Taipei a...