Taiwanese ODM Wistron is projecting robust growth in 2026, with confidence extending beyond revenue to profitability. Jeff Lin, Wistron's president, said the company anticipates strong performance across the board. In response to concerns that Nvidia's procurement strategies might compress supply chain margins, Lin declined to comment on specific clients but emphasized that Wistron's business remains stable and its profitability intact.

Following the launch of its first AI smart glasses, Vive Eagle, HTC has continued to roll out operational initiatives, including expanding sales regions, building out its ecosystem and services, adding new channel partners, and refining product compatibility and lineup to drive overall sales momentum for its AI glasses.