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Jun 18
Smart glasses race pulls Taiwan and China optical suppliers into waveguide battle
Smart glasses shipments are rising steadily, making the category one of the most closely watched consumer electronics growth drivers after notebooks and smartphones. Taiwanese optical suppliers entered the field early, while leading Chinese optical makers are also moving to capture the opportunity.

AI-driven memory price spikes are presenting a challenge for Samsung's smartphone business, with rising component prices eroding the affordability of its budget phones. At the same time, Samsung is seeking to use its new AI features to encourage new device purchases as memory prices dampen smartphone sales globally.

Apple's long-rumored foldable iPhone appears to be moving closer to reality, with reports from multiple Chinese media outlets suggesting that parts of the supply chain have already begun small-volume shipments ahead of a planned launch next year later this year.

Jio Platforms files draft paper for IPO
Jun 22, 10:23
Jio Platforms Limited (JPL), the technology and digital services arm of Reliance Industries Limited, has formally initiated its public listing process by filing a Draft Red Herring Prospectus (DRHP) with the Securities and Exchange Board of India on June 19, 2026. The company, which has spent the last decade reshaping India's digital landscape, is proposing a fresh issue of up to 270,000,000 equity shares.

China began approving a new batch of indium phosphide (InP) substrate exports in late May 2026, but optical communications supply chain sources said the relief remains limited and is unlikely to fully resolve material shortages in the near term.

China's Huawei Technologies is deepening its presence in Vietnam through a series of partnerships spanning digital energy, artificial intelligence (AI), telecommunications infrastructure, and industrial digitalization, highlighting the company's growing role in the country's modernization efforts.
D-Link is accelerating its transformation from a networking equipment brand into a broader AI and connectivity company, with CEO CJ Chang saying 2026 will mark the company's "rebirth" after years of restructuring.
Taiwan-based wireless collaboration solutions provider Astrogate is establishing South Korea as its primary growth market. The company is leveraging cross-brand compatibility, secure Taiwanese manufacturing, and deep localized market insight to anchor its expansion.
Reuters reported on June 16 that Tamil Nadu's pollution control board closed its probe into Tata Electronics' Hosur iPhone component plant after the company addressed violations of water contamination regulations. The decision removes the threat of a shutdown, but it also underscores the operational and regulatory risks still facing Apple's suppliers in India.

Apple is stepping up the AI capabilities of its Siri voice assistant, and analysts say memory chip demand will rise along with it, potentially benefiting Apple's suppliers such as Samsung Electronics and SK Hynix. The shift could drive both shipment growth and higher prices for mobile DRAM.

After Apple's WWDC 2026 keynote, online rumors claimed that only premium devices with 12GB of memory could run on-device AI, but DIGITIMES analyst Luke Lin said on a podcast that that was just Apple's messaging. Most on-device AI features only need 8GB of memory; only the Apple-defined advanced on-device AI requires the higher 12GB spec.

INPAQ Technology, a unit of PSA Walsin Technology, reported that revenue and profit in the first quarter of 2026 fell year on year, citing a supply-demand imbalance in the memory market and sharp raw material price increases. The company said it expected a gradual recovery in the second half of 2026 as industry inventories normalized and new products and customers began contributing. INPAQ also outlined a strategic shift to deepen its antenna businesses and expand passive components for AI servers and high-performance computing.