AI glasses have become a new competitive front for global tech giants. Since 2025, China's smart-glasses sector has accelerated into what analysts describe as a "hundred-model race," with Alibaba, Baidu, Xiaomi, Huawei, RayNeo, Meizu, Inmo, and others rapidly launching products
Even as global electric-vehicle sales lose momentum, the world's largest EV makers are shifting resources into intelligent driving technologies, hoping to secure the next big competitive edge
DDR4 DRAM supply remains severely constrained, with forecasts pointing to elevated pricing through the first half of 2026. Supply-chain sources say China-based CXMT will accelerate its DDR4 retreat, cutting planned 2026 year-end capacity from 20,000 wafers a month to 10,000 as DDR5 and advanced-node migration proceed smoothly
The Economic Times, citing unnamed sources, reported that OpenAI is talking with Tata Consultancy Services (TCS) to develop AI compute infrastructure in India and co-create agentic AI solutions for enterprises. A partnership with TCS would mark the launch of OpenAI's Stargate India initiative and support TCS's aim to become a leading AI-driven services provider
Lenovo's Infrastructure Solutions Group (ISG) has initiated a wide-ranging organizational optimization and workforce reduction, with its Shanghai operation drawing the most scrutiny. Multiple employees report that the entire Shanghai ISG division has been dismissed
Taiwan President Lai Ching-te used an interview with Andrew Ross Sorkin at The New York Times DealBook Summit to frame semiconductors as a shared global resource and signal Taiwan's support for broader supply-chain diversification, while offering guarded views on US chip policy and cross-Strait security
PC manufacturers are planning significant price increases on 2026 models as an acute shortage of conventional memory chips, driven by soaring demand for artificial intelligence hardware, tightens supply and inflates component costs, according to reports by ZDNet Korea and cited by Wccftech. The shortage is pushing major PC makers such as ASUS, Acer and Lenovo toward higher 2026 pricing, with ZDNet Korea reporting industrywide plans for increases of at least 20 percent
Onsemi and Innoscience have signed a memorandum of understanding to expand mass production of GaN power devices using Innoscience's mature 8-inch GaN-on-silicon technology. Onsemi expects component sample testing for the jointly developed devices to begin in the first half of 2026
AmBank Group has provided MYR350 million (approx. US$84.74 million) in financing to Huawei Technologies (Malaysia) Sdn Bhd to support the development of Malaysia's digital infrastructure, including its second 5G network. The funding is intended to advance Malaysia's digital transformation and encourage further foreign investment by offering tailored financing solutions, according to Bernama
The Chinese tablet market is undergoing significant shifts, with domestic brands expanding their presence to collectively hold a 77% market share in the third quarter of 2025, up 5pp from the same period in 2024
India's government has decided not to make the pre-installation of its cybersecurity and safety app, Sanchar Saathi, mandatory on smartphones, following strong public uptake and pushback from the tech industry. The decision comes after the app saw a tenfold surge in downloads in a single day, reflecting growing citizen engagement with its features
China's Zhuque-3 launch vehicle lifted off from the Dongfeng Commercial Spaceflight Innovation Zone this week, completing its ascent and placing its second stage into the planned orbit, according to Landspace, the private company behind the mission. But the landmark flight—viewed as one of the most important tests for China's emerging reusable-rocket capabilities—fell short of its headline goal: recovering the first-stage booster
China is turning to advanced chip packaging and near-memory computing in an effort to build competitive artificial intelligence processors using mature manufacturing technologies, according to recent remarks from one of the country's leading semiconductor experts
The US is accelerating efforts to rebuild a secure, China-free drone supply chain as Beijing's gains in unmanned aircraft technology and production put growing pressure on Washington's defense and law-enforcement agencies
Chunghwa Telecom (CHT) officially established its Malaysia subsidiary, Chunghwa Telecom Malaysia Sdn. Bhd., on December 1. CHT chairman Chih-Cheng Chien said during a digital empowerment conference on December 2 that the latest move in Malaysia follows Taiwanese supply chain expansion and focuses on ICT and cloud network demands from local Taiwanese businesses and multinational corporations
The Kyoto Humanoid Association (KyoHA), a coalition initiated by Waseda University and Murata Manufacturing Co., has welcomed several new members, including Renesas Electronics, in its effort to mass-produce fully Japanese-made humanoid robots by 2027. The alliance now comprises 13 Japanese electronic components and semiconductor manufacturers aiming to strengthen Japan's presence in the humanoid robot market
