After a strong showing in the first half of 2025, driven by AI infrastructure investments and data center expansion, prices for DDR5 DRAM are projected to fall significantly in early 2026, according to new market forecasts.

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.

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.