HTC adopts open platform strategy for VIVE Eagle smart glasses to increase market share

HTC is pursuing an open platform approach for its VIVE Eagle smart glasses, allowing users to select from multiple artificial intelligence (AI) models to enhance user experience and expand market presence. The glasses, launched in August 2025 in Taiwan, have recently been introduced in Hong Kong and are planned for release in Japan, Southeast Asia, and Western regions.

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Luminar bankruptcy signals shift in LiDAR market

US autonomous sensing technology firm Luminar, once hailed as a rising star in the Light Detection and Ranging (LiDAR) sector, recently filed for bankruptcy protection, raising alarms across the industry. LiDAR has long been regarded as a critical sensor technology for achieving Level 3 autonomous driving, but its global adoption is clearly following an “East fast, West slow” pattern due to regulatory, cost, and market structure factors.

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BP subsidiary Castrol targets Taiwan’s AI cooling and power infrastructure

British Petroleum (BP) subsidiary Castrol announced plans to apply its expertise in fluid science and thermal management toward advancing liquid cooling and power solutions for Taiwan’s AI infrastructure. The initiative aims to bolster Taiwan’s competitive position in the global AI computing sector by developing high-performance data center environments for future AI applications.

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Silicon Optronics eyes BSI and low-power products in face of memory supply concerns

Silicon Optronics (SOI) highlighted at its recent earnings call that ongoing price hikes and shortages in consumer memory remain unresolved, potentially tightening wafer foundry supply for the company’s lens module-related chips. The firm warned that since SoCs integrated with lenses require memory support, shortages in consumer memory could limit production volumes of mid- to low-end consumer applications due to high costs or material mismatches. Given that this segment is a core shipment market for SOI, the company said it will closely monitor developments.

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Samsung reportedly secures over 60% of iPhone 17 DRAM supply, extends lead to iPhone 18

Samsung Electronics has reportedly become the largest supplier of mobile DRAM for Apple’s iPhone 17, a trend expected to continue with the upcoming iPhone 18. Industry analysts attribute this shift to SK Hynix and Micron recently focusing their production capacity on AI-targeted high-bandwidth memory (HBM), prompting Apple to rely more heavily on Samsung’s ample general DRAM output to secure supply.

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