At its booth at the China International Optoelectronic Expo (CIOE), Luxshare and its camera-module affiliate Luxvisions showcased the components they believe will define the next generation of smart eyewear, pointing to weight and price as among the industry's biggest remaining obstacles.

Verizon and Corning have agreed to a multi-billion-dollar supply deal that could shape broadband access and artificial intelligence infrastructure well beyond the US. The pact underscores how telecom networks are becoming a shared foundation for consumer internet, enterprise connectivity, and the data-heavy systems driving the next wave of AI services.

Apple, historically known for wielding unmatched leverage in component price negotiations, has reportedly been trading pricing leverage for long-term supply guarantees from memory manufacturers. Facing a severe structural shortage driven by the AI infrastructure boom, the company has reportedly signed a long-term supply agreement (LTA) for NAND flash memory, prioritizing volume guarantees over cost suppression.

Apple's fall product event will begin at 1 a.m. Taiwan time on September 10, with the company set to unveil the iPhone 18 Pro series and its first foldable phone, tentatively called iPhone Ultra. Market watchers said Apple may postpone the standard iPhone 18 until the first quarter of 2027, using older models to support sales in the fourth quarter.

Taiwan Mobile kicked off its fourth annual Tech Day, "D.E.E.P. Tech Day 2026," on September 8. This year's event centered on Agentic AI, exploring enterprise strategy, platform technologies, Japanese corporate case studies, deployment, and governance and security.

The flagship foldable market has reached a pivotal turning point as tech giants abandon tall, narrow cover screens in favor of wider aspect ratios and custom processing hardware. Xiaomi's newly launched Xiaomi 18 Fold brings direct competition to top-tier rivals such as the Huawei Pura X Max and Samsung Galaxy Z Fold 8, while setting the stage for Apple's anticipated entry into the category later this week. For prospective buyers evaluating these premium devices, the ultimate purchasing decision hinges on core trade-offs including display usability and internal hardware performance.

Apple's fall product launch is approaching, and leaked pricing for the iPhone 18 lineup is beginning to circulate in China, pointing to higher prices for the company's next-generation flagship smartphones.

Sercomm Corporation reported August revenue of NT$7.044 billion on the 7th, up 45% year-over-year, extending its run of monthly sales above NT$7 billion(US$222.1 million) to a third straight month. The networking and broadband equipment maker also said July and August combined revenue reached NT$15.024 billion, already exceeding the NT$14.75 billion it booked in the third quarter of 2025.

Rising smartphone prices are spreading beyond China, with Southeast Asia already showing the strain from rising handset costs and weaker replacement demand.

Huawei's Kirin 9050 Pro is the first commercial test of its Tau Scaling Law, with the company claiming a 55% increase in transistor density at the same process node while cutting NPU, GPU and CPU performance-core power by 66%, 58% and 41%, respectively.

Optical lens maker Genius Electronic Optical (GSEO) reported consolidated revenue of NT$2.72 billion (≈ US$86 million) for August 2026, up 12.26% from NT$2.42 billion in July and up 0.72%, or about NT$19 million, from NT$2.7 billion a year earlier.