Asia Optical is positioning itself for what its chairman believes could be the next major consumer technology wave: humanoid robots. I-Jen Lai, the company's chairman, said Asia Optical has already entered the supply chains of humanoid robot makers in the US, Japan, and Europe, betting that the technology could eventually become as commonplace as household appliances.

The Financial Times reported that Apple's decision to partner with Google to integrate Gemini technology into the next generation of Siri was driven in part by OpenAI's ambition to develop AI products that could eventually compete with the iPhone. As potential conflicts of interest between the two companies became more pronounced, Apple opted to work with Google instead of OpenAI.

Xiaomi's second-generation in-house mobile processor, the Xring O2, will skip TSMC's 2nm process and instead use the company's 3nm N3P node, underscoring a trade-off between performance, cost, and supply availability. The choice also suggests the chip may not power Xiaomi's most premium flagship smartphones.

For several months, the global memory market has been hit by severe supply shortages and rapid price increases. As memory makers shift capacity toward higher-margin products, consumer electronics — especially notebook PCs — have taken the hardest hit. The market remains cautious about major brand vendors' shipment momentum and profitability in 2026.

Meta Platforms is reshaping its hardware and AI strategy. After reports of layoffs at its Reality Labs division, the US tech giant is now in talks with EssilorLuxottica to double the annual output of its AI-powered Ray-Ban Meta smart glasses to 20 million units by the end of 2026, from an original target of 10 million. If demand remains strong, production could rise to 30 million units, though no final agreement has been reached.