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Jun 27
AI smart glasses ignite China's supply chain revolution
AI smart glasses are transitioning from research and development to commercial deployment, triggering the rise of a robust end-to-end supply chain. Spanning chipmakers, optical and acoustic module suppliers, original equipment manufacturers, and brand integrators, the ecosystem is expanding rapidly, reminiscent of the early boom in smartphones and wearables.
Canadian Industry Minister Melanie Joly said her government ordered Hikvision Canada to cease all operations in the country and close its business.
Mitac Digital Technology (MDT), a subsidiary of MiTAC Holdings Corporation, has secured a large-scale order from Europe's leading fleet management company, marking a milestone in the company's expansion into connected vehicle and AI-driven mobility solutions. Continued shipments are expected throughout 2025, with additional momentum from smart retail and automotive electronics projects.
Mitac Holdings Corporation is rapidly expanding its server production capacity in North America, driven by strong demand for artificial intelligence applications. The company recently secured two facility leases in California within a single week to address rising order volumes from cloud customers. Mitac president Billy Ho confirmed that existing production lines are operating at full capacity, emphasizing the robust momentum in server and network product orders.
Lens Technology Co., a supplier to Apple Inc., is seeking to raise as much as HK$4.8 billion (approx. US$606 million) in a Hong Kong listing, the latest Chinese company to seek a second trading foothold in the financial hub.
Nvidia has overcome key supply constraints tied to its GB200 AI GPU, clearing the way for major server makers like Quanta and Foxconn to ramp up shipments starting late in the second quarter of 2025. Industry analysts expect demand to intensify further in the third quarter of 2025, providing fresh momentum for the broader AI server ecosystem in the second half of the year.
Despite rising investments in India, Taiwanese companies remain cautious, treading carefully as if walking on thin ice.
The optical industry is entering its traditionally busy third quarter with generally positive shipment forecasts as major manufacturers unveil their operational outlooks following shareholder meetings. While optimism about the second half of 2025 prevails, several companies emphasize ongoing uncertainties tied to market demand and macroeconomic factors.

Despite ongoing geopolitical uncertainty and a seasonal slowdown after the second-quarter stockpiling, memory chip suppliers remain cautiously upbeat about growth heading into the third quarter of 2025. A worsening shortage of DDR4 modules has triggered a surge in rush orders from customers, with demand skyrocketing and prices for DDR4 now surpassing those of newer DDR5 products—a rare flip that's accelerating the industry's transition to next-gen memory. Analysts expect the supply crunch to persist through the end of the year.

While Broadcom remains a dominant force in the AI ASIC market, Marvell Technology is working hard to catch up, much like AMD's continued pursuit of Nvidia. AMD CEO Lisa Su has long argued that the global AI market is growing fast enough to support multiple winners. Marvell appears to be banking on the same theory.

TBI Motion Technology is betting on humanoid robots to offset declining revenue as geopolitical tensions threaten its China business, which accounts for up to 75% of sales.
As artificial intelligence continues to accelerate the adoption of advanced semiconductor packaging, Taiwan-based materials supplier Niching is riding a wave of momentum. The company reported strong performance in its heat dissipation solutions—particularly its heat spreader product line—and expressed optimism about the remainder of 2025 as substrate demand begins to rebound.