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Dec 3, 11:08
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.
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.
These are the most-read DIGITIMES Asia stories in the week of November 24 to November 30, 2025.
Driven by strong AI demand, TSMC continues to expand its advanced process capacity. To meet long-term needs from customers like Nvidia, TSMC is not only ramping up 3nm production at its Southern Taiwan Science Park (STSP) wafer fabs but also planning three new 2nm fabs in the same area. This capital expenditure increase over the next three years will boost the entire supply chain, including factory engineering, equipment, and materials suppliers.
India aims to secure rare earth magnet supply amid Chinese dominance as firms from the country deepen ties with Korean giants.
Taiwanese networking equipment supplier Loop Telecom expects its business to accelerate in late 2025 and strengthen through 2026, driven by new product rollouts and the resumption of large-scale infrastructure replacement projects in the US, the company announced at an investor briefing on November 27, 2025.