Through robot eyes: A new frontier shaped by optics makers

As humanoid robots emerge as a promising frontier in the AI hardware ecosystem, a growing number of optics companies are moving aggressively to establish an early foothold. Despite low technical thresholds and thin profit margins, the long-term strategic potential has prompted key industry players to scale up investments and expand client portfolios while the market is still in its infancy.

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AMD takes on Nvidia with six AI acquisitions

In a rapidly evolving AI landscape, AMD’s CEO, Lisa Su, has emerged as a formidable challenger to Nvidia’s dominance, particularly in the AI hardware sector. Su, having led AMD to disrupt Intel’s long-standing grip on the CPU market, is now set to challenge Nvidia’s stronghold in AI, positioning her company as an essential competitor in the field. This move comes at a time when Nvidia’s CUDA platform has largely defined the AI hardware space, with deep integration across software ecosystems.

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RAC Electric Vehicles prepares for 2026 IPO, betting on smart Manufacturing and global growth

RAC Electric Vehicles, the Taiwan-based electric bus manufacturer, has announced its intention to file for an IPO on Taiwan’s Emerging Stock Market by the end of 2025. The company plans to become the first electric vehicle (EV) maker in Taiwan to achieve publicly listed status with annual profitability, targeting a listing in the first quarter of 2026.

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India to command 20% of global smartphone output in 2025 as shipments to US surge amid tariff

Counterpoint Research forecasts that India will account for one-fifth of global smartphone manufacturing output in 2025, driven by rising exports from major brands like Apple and Samsung, according to the Economic Times, Hindu Business Line, and CNBC. The report comes as global smartphone shipments face renewed uncertainty from potential tariff changes, particularly from the US.

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