Suppliers in China's AR glasses supply chain see the approximately 2 billion people worldwide with myopia as a potential market and said shipments are set to double year after year, even as the industry continues to sift winners from losers. At this year's China International Optoelectronic Exposition (CIOE), smart glasses remained a standout theme alongside optical communications.
At this year's China International Optoelectronic Expo (CIOE), Sivers Semiconductor brought two products to its booth that trace the trajectory of the optical networking industry: a 1.6T pluggable optical transceiver currently ramping toward mainstream adoption, and a prototype module built for external light source (ELS) architectures, a technology that could define the next generation of data center interconnects.
OpenAI has acquired Glass Imaging, a startup developing artificial-intelligence (AI) technology designed to improve smartphone camera performance, in a deal valued at more than US$300 million, according to The Wall Street Journal. The acquisition adds imaging expertise to OpenAI as it expands beyond software and into consumer hardware.
China has introduced what it says is the world's first medical-device standard for brain-computer interfaces (BCIs) that use AI to process electroencephalogram (EEG) data, marking a step toward tighter regulation and commercialization of the emerging technology.
Nvidia and MediaTek have recently drawn market attention after Nvidia invested US$3.5 billion in MediaTek convertible bonds, expanding cooperation into custom AI chips, AI PCs, automotive, and data centers. But their overlap began more than 20 years ago, during competition in the PC chipset market, when MediaTek, ALi, ULi, and Nvidia were already connected.
As computing power and per-rack power density for AI servers continue to climb, industry competition is expanding beyond GPUs, servers, and racks to encompass grid power, thermal management, and data center electrical infrastructure. Flex's recent announcement that it has agreed to acquire US-based power conversion equipment maker EPC Power directly reflects this broader market shift.
Taiwanese robotics component maker Aurotek attributed its strong revenue growth in August 2026 to continued robust customer pull-ins for its automation subsystem equipment in the semiconductor, high-end artificial intelligence (AI) server, and electronics manufacturing industries. The company also highlighted the outlook for robot shipments.
Image Match Design secured an exclusive role in a national identity enrollment and collection system project for a major African country, according to the company. The biometric IC design firm said it will supply fingerprint collection and recognition equipment through a systems integrator, marking a move into a high-barrier international government market.
Dell Taiwan said the shift from generative AI to agentic AI is pushing token usage up by hundreds of times, sharply lifting costs and accelerating demand for on-premises AI computing as enterprises move faster toward hybrid cloud. General manager Terence Liao made the remarks at the company's annual technology event, Dell Technologies Forum 2026, on September 10.
Changs Ascending Enterprise (CAEC) said some shipments of lithium iron phosphate battery systems used in semiconductor uninterruptible power supply equipment were delayed after customers adjusted plant expansion schedules, and heavy rain in southern Taiwan slowed delivery and acceptance. August 2026 revenue fell from July, but still ranked as the second-highest August on record.
Pegatron reported consolidated revenue of NT$88.31 billion (approx. US$2.8 billion) in August 2026, up 2.66% from the previous month and 34.11% from a year earlier, supported by its information and communications technology businesses. The company expects stronger second-half shipments, led by expanding server volumes and the launch of Apple's iPhone 18 series, with the fourth quarter likely to mark the seasonal peak.
At the 2026 China International Optoelectronic Exposition (CIOE), Luxshare and its lens module unit Luxvisions jointly showcased multiple optical and sensing technologies, including automotive camera modules, robot vision modules for autonomous guided vehicles (AGVs) and autonomous mobile robots (AMRs), as well as tracking modules and waveguide display components for augmented reality (AR), virtual reality (VR), and extended reality (XR) wearables. The display underscored the group's push for vertical integration in optics.
