Following Nvidia’s announcement to initiate a revolution in AI server power technology, with plans to fully implement 800V high-voltage direct current (HVDC) power architecture designs by 2027, semiconductor testing, packaging, and wafer thinning company Micro Silicon Electronics highlighted that this trend will become a new highlight for gallium nitride (GaN) end applications. Once mass production officially ramps up, the third category semiconductor testing business is expected to experience robust growth.

Global e-paper demand surged in the second quarter of 2025, delivering the strongest Q2 on record for the industry. Early inventory replenishment, rising adoption of color displays, and peak-season momentum pushed Taiwan’s E Ink and Netronix to new highs, with both companies expecting capacity to remain fully utilized through year-end.

Samsung Electronics plans to begin producing its in-house–designed high-performance CMOS image sensors (CIS) at its Austin, Texas, wafer fab in 2027 for Apple’s iPhones. Industry analysts in South Korea say the tech giant’s one-stop strategy, which covers both design and manufacturing, proved decisive in securing the deal as Apple seeks to expand US-based production.

根据Counterpoint《全球智能眼镜型号出货量追踪》报告，2025年上半年国际智能眼镜市场的出货量同比增长了110%，其中AI智能眼镜占2025年上半年总出货量的78%。