As global tech giants push into AR, VR, and spatial computing, Taiwan’s chip and hardware strength could help it shape the next wave of AI glasses for users worldwide. But that opportunity depends on moving beyond contract manufacturing and into product design, software integration, and ecosystem leadership, industry executives say.

Apple plans to present its first smart glasses during its Worldwide Developers Conference (WWDC) in June 2027 before opening them for sale later in the year. This timeline has reportedly been set back from an original introduction this year due to work being done to figure out how to balance users’ privacy with the many AI functions the products are set to offer.

Samsung Electronics plans to manufacture the base die for its next-generation HBM5 memory using a 2nm gate-all-around foundry process, as faster high-bandwidth memory raises pressure on logic performance, power efficiency and heat management.

After Nvidia has grown into a global giant on GPUs, why is it suddenly delving into CPUs? At first glance, its Vera is entering the server CPU market, where its rivals are naturally Intel’s Xeon and AMD’s EPYC. But Nvidia’s real target may be much broader, including cloud providers such as Amazon and Google that design their own CPUs.