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Semiconductor TGV still faces technical barriers; CoPoS commercialization not likely until 2030
Server & HPC Huakun deepens server cooperation with Huawei, targets overseas growth through on-premise AI applications
More Topics Winning the AI Glasses Race: Why Myopia Users and Optical Retailers Hold the Key to Mass Adoption
Personal Computing China smartphone market and industry, 2Q 2026
Physical AI AI glasses partners drive growth as eye and head tracking take center stage
Winning the AI Glasses Race: Why Myopia Users and Optical Retailers Hold the Key to Mass Adoption
AI glasses are emerging as a key gateway to AI; the market is projected to grow rapidly between 2026 and 2030, with a compound annual growth rate of 48%, creating new opportunities across the supply chain.
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AI glasses partners drive growth as eye and head tracking take center stage
AI glasses partners drive growth as eye and head tracking take center stage
China smartphone market and industry, 2Q 2026
China smartphone market and industry, 2Q 2026: 2H26 shipments to drop by over 30% YoY
TGV still faces technical barriers; CoPoS commercialization not likely until 2030
TGV still faces technical barriers; CoPoS commercialization not likely until 2030
Huakun deepens server cooperation with Huawei, targets overseas growth through on-premise AI applications
Huakun deepens server cooperation with Huawei, with clients already in ASEAN, Central Asia, and South Asia. The company targets overseas growth through on-premise AI applications.
Notebook shipment update, May 2026
In May 2026, combined shipments from the top five notebook brands increased by approximately 8% month-over-month. However, shipments by brand vendors were still down about 6% compared with May 2025.
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