Smart glasses sales soar; Meta stays on top as Xiaomi surges

Global shipments of smart glasses jumped 110% in the first half of 2025 compared with a year earlier, with Meta holding more than 70% of the market, according to Counterpoint Research. New players such as Xiaomi and TCL-RayNeo are helping drive demand, while changes in US tariffs, which have rattled the broader electronics industry, have had only a limited effect on the sector.

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Taiwan’s telecom giants post strong July results, driven by diverse growth engines

Taiwan’s three major telecom operators released their July 2025 operational results on August 11, all showing strong performances. Chunghwa Telecom leveraged rapid growth in its information and communications technology (ICT) business to set multiple record highs. Taiwan Mobile benefited from merger synergies while accelerating its push into the AI data center (AIDC) market. Far EasTone Telecommunications maintained its industry-leading 5G penetration rate while expanding its digital services portfolio.

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Taiwan, US eye closer trade ties in ongoing tariff negotiations

Taiwan’s lead negotiator and vice premier of the Executive Yuan Li-chiun Cheng held a press conference on August 11, 2025, during which she stated that since the US aims to become the global center for AI, there is significant room for complementary cooperation between Taiwan and the US. She emphasized that the government and industry players are joining forces to foster strategic collaboration, build a favorable foundation, and strive for better negotiation outcomes with the US.

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China orders Alibaba, ByteDance to stop buying Nvidia H20 chips as tech tensions escalate

China’s growing mistrust of Nvidia’s H20 GPU is spilling into open confrontation, with regulators ordering leading internet firms, including Alibaba and ByteDance, to suspend orders amid security concerns. The move comes despite US President Donald Trump’s formal approval of the chip’s export, underscoring the deep political undercurrents shaping tech supply chains.

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