Google said it plans to introduce its first AI-enabled smart glasses in 2026, expanding its push into consumer AI devices and positioning itself against rivals such as Meta. The company is developing two product categories: audio-only glasses that interface with its Gemini assistant, and eyewear with built-in displays capable of showing navigation, translations, and other augmented-reality overlays.
Chassis maker Catcher Technology stated that as the calendar moves into the year-end shopping season of 2025, promotional campaigns and a rebound in end-market demand are expected to support its business momentum.
IBM said on December 8 that it has agreed to acquire Confluent in an all-cash deal valuing the data-streaming company at US$11 billion. Under the agreement, IBM will purchase all outstanding Confluent shares for US$31 each, a price approved by both companies' boards and supported by Confluent shareholders representing about 62% of voting power. The transaction, funded with IBM's cash on hand, is expected to close by mid-2026 pending regulatory and shareholder approvals.
US President Donald Trump said his administration will allow Nvidia to ship H200 AI accelerators to approved customers in China under conditions tied to national-security reviews and a 25% revenue payment to the US government. The move marks a major shift in Washington's chip-export approach and offers Nvidia a partial win after months of lobbying.
Networking equipment maker CyberTAN Technology held its investors' conference on December 5, 2025, and reported that in the first three quarters of 2025, its revenue contribution from the Asian market jumped to 42%, up from 5% in the same period of 2024. The company explained that this surge was not due to an unexpected boom in Asian end-market demand, but rather customers' response to geopolitical tensions and tariff battles.
The DIGITIMES third quarter 2025 global EMS/ODM ranking highlights a rapidly transforming manufacturing landscape, driven by AI-server demand, shifting device cycles, and the rise of robotics as a new growth frontier. While Taiwanese EMS/ODM leaders continue to dominate AI-server production, Chinese firms are aggressively charting their next phase of expansion by entering the robotics and embodied-intelligence hardware market. Two companies at the center of this transition are Lingyi iTech and Lens Technology, both of which are extending their manufacturing capabilities into robotics components, applications, and integrated systems.
In a global GPU market dominated by US-based Nvidia, Chinese startup Moore Threads is rapidly emerging as a formidable local challenger. The driving force behind this bold counterattack is founder and CEO Jianzhong Zhang, whose 14-year career at Nvidia adds another dimension to the company's strategy.
Facing US reciprocal tariffs that have dampened global consumer markets and ongoing price wars from China's PCB industry, flexible printed circuit (FPC) manufacturers relying solely on traditional businesses have seen their operations suppressed in recent years. Major players like Flexium Interconnect and Career Technology reported revenue declines throughout 2025 and remain in loss-adjustment phases.
Huawei founder Ren Zhengfei recently gave a public talk at the Huawei Lianqiuhu R&D Center in Shanghai. He shared insights on AI, quantum computing, computing power, and chips. He also answered questions from domestic and foreign researchers about the US-China tech competition.
According to the latest report published by DIGITIMES Asia, global data center AI chip shipments are projected to grow from 30.5 million units in 2024 to 53.4 million units in 2030. This data center AI chip category includes high-end and mid-range GPUs, application-specific AI chips (such as Google's TPUs), AI server CPUs, and networking/interconnect-related chips (e.g., Switch ASICs/rack-scale-up Interconnect Chips/DPUs & NICs).
Amid the recent surge in copper prices, cable maker Taya points to potential short-term benefits from inventory appreciation, but long-term profits will still depend on inventory management and adaptability. Meanwhile, competing cable firm Walsin Lihwa notes that the company's comprehensive hedging mechanisms will help maintain stable gross margins, and the impact has been limited due to the long-term nature of most cable contracts.
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