Starting in 2025, AI glasses are set to become the hottest trend in the smart wearable market. Following Xiaomi, Huawei, Lenovo, Google, and startup Xreal, Alibaba has also announced its entry into the AI glasses arena, igniting a new wave of competition among smart terminal devices. The surge driven by the combination of AI glasses and wearable devices is rapidly propelling China's original design manufacturer (ODM)/original equipment manufacturer (OEM) and printed circuit board (PCB) supply chains into a new phase of transformation and upgrading

The US Congress has added a new clause to the National Defense Authorization Act (NDAA), requiring the Pentagon to evaluate whether BOE Technology — China's top display panel manufacturer — should be labeled a "Chinese military company" (CMC)

As the global AI industry continues to expand, competition in semiconductor technology is intensifying. South Korea's industrial sector has begun voicing concerns that to maintain growth momentum in its semiconductor industry, it must foster fabless IC design startups to enhance system semiconductor competitiveness

Nintendo announced that it would raise the price of the first-generation Switch console in the US beginning August 3, 2025, citing 'market conditions' as the reason in a statement on its website

Below are the top DIGITIMES Asia stories from July 28 to Aug 3, 2025. The top three topics include Tesla striking a US$16.5 billion chip deal with Samsung amid 2nm rumors. Former Intel China head Ian Yang joined AMD, surprising the industry. Meanwhile, China quietly gains ground in mature chip processes with startups like Pengsun

The US has reduced tariffs on imports from South Korea from 25% to 15%. This reduction benefits South Korean automakers like Hyundai Motor by cutting annual losses of around KRW30 trillion (approx. US$2.2 billion) and enhancing their competitiveness in the North American market

Benefiting from the development of the high-bandwidth memory (HBM) market, Hanmi Semiconductor's second quarter 2025 performance continues to hit new highs, with overseas markets such as Taiwan significantly increasing their revenue share. Despite intensified competition in the next-generation bond equipment market, the company remains confident it will maintain a leading position

Early panel procurement, fueled by US tariffs and China's "trade-in" incentives, drove up global LCD TV panel shipments and total shipment area in the first half of 2025. Taiwan's Innolux overtook China's HKC in unit shipments, rising to the third position globally and reshaping the competitive landscape

Singapore-based ASMPT, founded in Hong Kong in 1975, has grown from a regional distributor into one of the world's most influential semiconductor equipment makers. With AI and hyperscale data centers driving a new wave of demand for advanced packaging, ASMPT's dominance in thermo-compression bonding (TCB) technology places it at the center of the industry's next inflection point

The automobile is undergoing its most dramatic transformation since the assembly line. What was once a purely mechanical machine is rapidly evolving into a complex software-driven platform, fundamentally reshaping how the automotive industry creates and delivers value. At the heart of this shift lies the rise of the software-defined vehicle (SDV)

As automakers in Europe, the US, and China race toward smarter, software-defined vehicles, a new controversy is emerging across markets: the rise of in-car subscription fees. Nowhere is the backlash more pronounced than in China, where rapid development of vehicle electrification and software capabilities has collided with a tech-savvy and vocal consumer base

Global overall OLED panel revenue saw modest year-over-year growth in the first quarter of 2025, buoyed by rising demand across emerging segments such as augmented reality glasses, automotive displays, smartwatches, TVs, and monitors. However, in a significant market shift, Samsung Display (SDC) lost its leadership position in the foldable OLED segment to Chinese rival BOE Technology Group, according to Chosun Biz and News1, citing data from Counterpoint Research

BYD has taken a commanding lead over Tesla in the global battery electric vehicle (BEV) market, reporting over 1.02 million units sold in the first half of 2025 — more than 30% ahead of Tesla's 721,000. The figures confirm BYD's position as the world's top EV maker by volume, signaling a larger shift in global automotive leadership

As the global semiconductor arms race intensifies, China's homegrown players are racing to localize critical chipmaking tools. One standout is Shanghai Yuliangsheng Technology Co., a three-year-old startup that has quietly positioned itself as a rising contender in the highly specialized field of photolithography systems