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The distillation dispute between US and Chinese AI labs has been framed as a one-way street: American firms accuse Chinese rivals of copying their models. However, a run of recent launches shows the borrowing goes both ways, with prominent US developers now building products on top of Chinese open models.
The global smart glasses market is entering a decisive new stage in the second half of 2026, with competition expanding well beyond Meta's early dominance. Industry attention is rapidly shifting from hardware specifications to AI capabilities, ecosystem integration and everyday usability, while mounting pricing pressure and growing regulatory scrutiny are reshaping the competitive landscape.

Apple has filed a sharp antitrust-style complaint against OpenAI, turning a once-celebrated AI partnership into a legal clash over strategy, supply chains, and future hardware control. Behind the lawsuit lies a broader contest over who will shape the next wave of AI devices, and whether the Trump administration's "America First" agenda can help both sides find common ground.

Grenergy Enterprise is set to list on the emerging stock board on July 21, in a move that could highlight how its parent, Changs Ascending Enterprise, is dividing the group's lithium iron battery businesses to capture demand from AI data centers and industrial power systems. Changs Ascending will hold about 55% of Grenergy and will continue to license the core LFP cathode material patent technology.
China's latest wave of investment in edge AI signals a shift toward large-scale commercialization as the country accelerates the deployment of on-device AI across consumer and industrial hardware.

South Korea is combining physical AI, domestic semiconductors, AI-RAN networks, and gigawatt-scale data centers to turn intelligent industrial systems into a new export category.

Star Fusion Group announced on July 15 that it plans to spend NT$252 million (US$7.8 million) to strategically acquire Chao Lung Electrical Engineering and Chin Yao Electrical Engineering, in a move aimed at boosting the group's competitiveness and long-term development.

Taiwan Semiconductor Manufacturing Company's (TSMC) announcement of an additional US$100 billion investment into US manufacturing has brought renewed attention to manufacturing in the US. The International Artificial Intelligence and Law Research Foundation (IAILRF) released the 2026 US-Taiwan Co-Make and Protection Strategy White Paper on July 17. Foundation secretary-general Wesley Chu said that for Taiwanese companies, investing in the US is no longer a question of whether to go, but how to go.

OpenRouter, a startup whose software lets app developers reach hundreds of AI models through a single interface, has discussed selling itself to a larger technology company in a deal that could value it at several billion dollars, The Information reported, citing people familiar with the matter.

As AI's bottleneck shifts from chips to capital, Compute Labs pitches GPUs as financeable assets.

Meta Platforms is in early talks to lease computing power to Anthropic in a potential deal worth up to US$10 billion over two years, as the social media company considers generating revenue from its expanding AI infrastructure.