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Tuesday 16 September 2025
China's smart glasses market heats up as waveguide tech takes lead

If China is the primary battleground for smart glasses, the China International Optoelectronic Exposition (CIOE) is the front line. Leading manufacturers such as GoerTek, Sunny Optical, and Luxshare Precision were joined by a growing number of mid- and low-tier competitors, signaling a rapidly intensifying race in both hardware and optics, especially in the critical field of optical waveguide technology

Tuesday 16 September 2025
Loongson's first GPU 9A1000 nears tape-out, deliveries slated for 3Q25
Loongson Technology said it has completed development of its first in-house GPU, the 9A1000, which is moving into tape-out testing. Pending successful results, shipments to customers could start as early as the third quarter of 2025
Tuesday 16 September 2025
Zolix navigates Chinese market oversupply with global expansion
Zolix, a major Chinese supplier of precision optical instruments and mechanical control technologies, is expanding its domestic and international presence despite macroeconomic challenges, including tariffs. The company has established branches in Shanghai, Shenzhen, Chengdu, and Xi'an, while also maintaining distributors in France, Poland, and South Korea
Tuesday 16 September 2025
Intel China chairmanship changes hands: Wang Rui retires, Wang Zhicong takes over
Intel announced on September 16, 2025, that Dr. Wang Rui, chair of Intel China with more than 30 years at the company, will retire this month. The leadership transition has been underway since February 2025, when Wang Zhicong was named vice chairman to prepare for succession
Tuesday 16 September 2025
China's Hesai lands US$40M robotaxi order in the US despite tension
Chinese lidar manufacturer Hesai Technology announced on September 15, 2025, that it has deepened cooperation with a leading US robotaxi company by signing a lidar order exceeding US$40 million. Hesai will exclusively supply lidar sensors to this autonomous driving firm, with deliveries scheduled for completion by the end of 2026
Tuesday 16 September 2025
Xiaomi's China marketing head dismissed for leaking secrets
On the evening of September 8, 2025, Xiaomi issued an internal notice that abruptly ended Wang Teng's rapid nine-year rise within the company. The under-40 executive, who had served as general manager of Xiaomi's China marketing division, was officially terminated for "leaking confidential company information" and "conflicts of interest.
Tuesday 16 September 2025
Rare earth shortage reportedly threatens to delay Tata Electronics' wafer fab plans
Tata Electronics' plan to roll out its first semiconductor chip from its Dholera, Gujarat plant by mid-2027 may face delays if India fails to secure sufficient supplies of rare earth and critical elements, according to Mint, citing unnamed sources
Tuesday 16 September 2025
From FPGA to AI: Fudan Microelectronics confronts US FN4 blacklist head-on
Shanghai Fudan Microelectronics Group (FMSH), one of China's major IC design companies, has been placed on the US Commerce Department's Entity List with the strict Footnote 4 (FN4) designation. The label requires licenses for all US export-controlled technologies supplied to FMSH, with approvals almost certain to be denied. The FN4 status effectively blocks the company's access to critical chip design tools and manufacturing services, cutting off its development pipeline
Tuesday 16 September 2025
Qualcomm's Snapdragon naming shift coincides with Xiaomi's direct challenge to iPhone 17
Qualcomm has introduced its latest flagship mobile platform, the Snapdragon 8 Elite Gen 2, built using TSMC's 3nm process and incorporating a customized Oryon core to deliver improved performance. Simultaneously, Chinese consumer electronics giant Xiaomi announced that its next-generation smartphones will bypass the "16" series and launch directly as the Xiaomi 17, 17 Pro, and 17 Pro Max, all powered by Qualcomm's new chip
Tuesday 16 September 2025
TCL CSOT unveils landmark investment plan to build world's first 8.6G inkjet-printed OLED line
Chinese display panel manufacturer TCL China Star Optoelectronics Technology (TCL CSOT) has announced plans to invest CNY29.5 billion (approximately US$4.14 billion) to build the world's first 8.6-generation OLED production line using inkjet printing technology in Guangzhou
Tuesday 16 September 2025
US cuts Japan car tariffs to 15% while semiconductor trade status remains unclear
The Trump administration has officially reduced the tariff rate on passenger cars imported from Japan from 27.5% to 15%, effective from 12:01 a.m. on September 16, 2025 (1:01 p.m. Japan time), according to documents released by the US Department of Commerce. However, ambiguity remains over whether Japan's semiconductor and pharmaceutical industries will receive most-favored-nation (MFN) treatment under the agreement
Tuesday 16 September 2025
China builds, Meta sells, Taiwan waits: the fault lines in AI smart glasses
AI-powered smart glasses are gaining momentum, yet analysts expect Meta to dominate the market until at least 2027, as Apple and Google's competing devices remain in development. Industry executives say Taiwanese firms must enhance vertical integration and reinforce supply chain strengths to secure business in markets beyond China
Tuesday 16 September 2025
China's tech sector drives growth in low-altitude drone economy amid regional industrial shifts
China's technology industry is witnessing a surge in demand for domestic production and automation equipment, driven by broad environmental trends. The development pace differs across regions, reflecting local industrial ecosystems, with the emerging "low-altitude economy" gaining recognition as a vital sector for future growth
Tuesday 16 September 2025
South Korea's August ICT exports hit record high, Taiwan surge drives growth
South Korea's information and communications technology (ICT) exports in August 2025 reached a record high for the period compared to previous years. Due to rising memory semiconductor prices and increased investment in artificial intelligence server infrastructure, semiconductor export values also reached an all-time high
Tuesday 16 September 2025
Chinese OLED panel makers ramp up investments in 8.6G lines, boosting equipment demand
Chinese display manufacturers are significantly increasing investments in 8.6G OLED panels for IT applications. These investments, set to accelerate from the second half of 2025 through 2026, are expected to revitalize related upstream equipment industries. Major Chinese firms such as BOE, Visionox Technology, and TCL China Star Optoelectronics Technology (TCL CSOT) are preparing new production lines designed for medium to large-sized IT panels, including notebooks and tablets. These expansions signal higher demand for sophisticated equipment, benefiting Korean suppliers like Sunic System