Meta and EssilorLuxottica launch budget AI glasses line as smart eyewear portfolio expands to four products
Cerebras leans on OpenAI and AWS as anchor customers, raising questions about concentration
China’s chip-equipment push starts to weigh on Japanese suppliers
China’s push to build a domestic semiconductor equipment industry is beginning to cut into revenue at major Japanese toolmakers, with five major Japanese suppliers posting a combined 12% drop in China sales for the fiscal year ended March 2026, Nikkei reported.
AI server VRM shifts drive power shortages and stretch lead times past 6 months
VFT targets semiconductors, foldable display, energy materials
Optical film and nano-coating materials developer Victory For Technology (VFT) is focusing on three key areas — AI and semiconductor processes, foldable displays, and key new-energy materials — as it deepens R&D and product deployment to capture emerging opportunities in the global supply chain.
AI robot paths split as humanoid prices plunge, industrial orders hit record
China’s Unitree Robotics has slashed its humanoid robot prices sharply, in stark contrast to the industrial robot market, where prices have remained stable, and orders have continued climbing to record highs. The divergence has intensified debate over whether AI robots will first break through via humanoid or non-humanoid models.
Samsung pushes memory supply deals as demand spreads beyond HBM
Samsung Electronics is putting long-term memory supply agreements higher on its second-half agenda as demand from data centers broadens beyond high-bandwidth memory, or HBM, into server DRAM and storage products.
Europe’s quantum patents hit record growth, but startup funding loses steam
At VivaTech 2026 in Paris last week, Philippe Keryer, Chief Strategy and Innovation Officer at Thales, identified Europe’s core quantum challenge in a single observation: “The problem is not really how we invent, it’s really how we scale.”