Shenzhen Int’l Auto Show signals China’s shift to NEVs

The Shenzhen International Auto Show, held in early October 2025, brought together over 700 exhibitors across 80,000 square meters of exhibition space. The show focused on new energy and intelligent mobility technologies, showcasing developments across the entire industry chain, from battery electric vehicles (BEVs) and hybrid electric vehicles (HEVs) to smart cockpits and vehicle connectivity platforms.

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GIS teams up with Porotech & Foxconn to mass produce AI glasses by late 2026

The integration of Micro LED into AI glasses research has entered the competitive landscape as market interest in AI glasses continues to rise. GIS, which in recent years transformed from touch panels into new businesses, is focusing its 2025 capital expenditures on emerging applications like AR/VR. It is joining forces with Micro LED start-up Porotech, combining GIS’s optical engine key technologies along with Foxconn’s mass production capacity to form upstream-downstream strategic integration. They have reportedly obtained cooperation in development with important US clients, and AI glasses could be released as early as the second half of 2026 to 2027.

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Dragonfly UAS joins Qisda in drone push

To accelerate its expansion in the drone market, Qisda has recently incorporated two drone companies, one of which is Dragonfly UAS. Apart from being a distributor in Taiwan for American firm Skydio’s drones that are in active use by the US military, Dragonfly UAS has also launched its self-developed vertical take-off and landing (VTOL) drones.

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Liquid cooling becomes essential for next-gen AI servers

The new generation of AI servers has significantly upgraded its power consumption and density compared to traditional data centers. As single-cabinet power continues to rise, traditional air cooling is gradually approaching its limits in terms of energy efficiency and heat dissipation capability, making liquid cooling technology a focal point in the market. Supply chain sources point out that AI heavily relies on a stable computing environment, and thermal management is no longer just an additional measure but directly affects server performance and data center return on investment.

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CATL extends global lead as Korean battery utilization drops to 50%

South Korea’s once-dominant battery manufacturers are losing their footing in the global electric vehicle (EV) supply chain, as Chinese rivals surge ahead, driven by low-cost lithium iron phosphate (LFP) technology, strategic pivots, and overwhelming production efficiency. New data shows Korea’s three major battery makers—LG Energy Solution, SK On, and Samsung SDI—are ceding market share at an accelerating pace.

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Huawei overtakes Apple, topping global smartwatch market

Huawei smartwatches have recently seen a steady rise in sales in the Japanese market, particularly favored by middle-aged and elderly consumers. Retail channels indicate that since April 2025, when Takuya Kimura became the brand ambassador, the number of customers aged 40 to 70 has noticeably increased. Many have chosen Huawei smartwatches as their first smart wearable device, mainly focusing on health monitoring features that meet their needs.

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iPhone upgrade surge may boost Taiwan’s phone recycling volume to 100,000 units in 2025

Taiwan’s used phone market is showing signs of warming up. The growth is driven in part by a wave of device upgrades following the launch of Apple’s iPhone 17 lineup. It has been further fueled by “phone recycling month” programs in October, during which telecom operators and retail channels actively promote trade-in and recycling programs.

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