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Dec 3
China's AI glasses market splits in two as ultra-low-cost models flood in
AI glasses have become a new competitive front for global tech giants. Since 2025, China's smart-glasses sector has accelerated into what analysts describe as a "hundred-model race," with Alibaba, Baidu, Xiaomi, Huawei, RayNeo, Meizu, Inmo, and others rapidly launching products.

The DIGITIMES Tech Forum 2026 opened on December 3, with DIGITIMES senior analyst Benson Wu saying that the lack of breakthrough 5G applications has made operators cautious about next-generation infrastructure investment, yet Agentic AI services may become the catalyst that re-energises 6G development and drives new demand for future communications networks.

At the DIGITIMES Tech Forum 2026, DIGITIMES senior analyst Luke Lin said the smartphone market, previously expected to rebound in 2026, is now projected to contract after a sharp jump in memory prices pushed supply-chain costs higher. Global smartphone shipment growth has been revised to negative 1.6%, with total volumes estimated at about 1.202 billion units.
India's government has decided not to make the pre-installation of its cybersecurity and safety app, Sanchar Saathi, mandatory on smartphones, following strong public uptake and pushback from the tech industry. The decision comes after the app saw a tenfold surge in downloads in a single day, reflecting growing citizen engagement with its features.
Chunghwa Telecom expands Southeast Asia presence
Dec 4, 07:56
Chunghwa Telecom (CHT) officially established its Malaysia subsidiary, Chunghwa Telecom Malaysia Sdn. Bhd., on December 1. CHT chairman Chih-Cheng Chien said during a digital empowerment conference on December 2 that the latest move in Malaysia follows Taiwanese supply chain expansion and focuses on ICT and cloud network demands from local Taiwanese businesses and multinational corporations.
Vivo has introduced its iQOO sub-brand to Taiwan with the launch of the iQOO 15, marking the brand's first official entry into the market. The company aims to use iQOO's gaming-centric identity to strengthen its overall smartphone momentum in Taiwan's competitive midrange segment.
Samsung Electronics announced its first triple-folding smartphone, the Galaxy Z TriFold, on December 2, 2025, marking the company's latest attempt to expand its foldable portfolio and differentiate its high-end devices in the AI-driven mobile market.

China's smartphone sales during the 2025 Singles' Day period posted only modest growth, and nearly all of the gains came from Apple, according to new market data. The uneven performance has raised concerns that weaker Android demand could force MediaTek and Qualcomm to scale back shipments of their flagship mobile processors earlier than usual.

India has ordered smartphone makers to pre-install a state-owned cybersecurity app on all new devices and push it to existing phones via software updates. The move is already drawing industry pushback over privacy implications.
Samsung Electronics has promoted its Taiwan region president, Jun Yang, to an executive role following outstanding business performance. Samsung highlighted Yang's extensive experience since joining the company in 2001 and his key leadership roles across Greater China and Taiwan.

Taipei Computer Association (TCA) announced on December 1 the establishment of the Taiwan NextGen Communications Alliance (TNGCA), a cross-industry coalition uniting the nation's telecom operators, electronics manufacturers, and systems-integration firms to strengthen Taiwan's position in next-generation communications.

Despite Nvidia CEO Jensen Huang and many industry veterans arguing that former TSMC senior vice president Wei-Jen Lo joining Intel will not materially affect TSMC — given the sheer complexity of modern semiconductor manufacturing and the impossibility of any single "hero" reshaping the field — the market is now weighing a more strategic angle behind Intel CEO Lip-Bu Tan's unusually strong public endorsement of Lo.
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