Under pressure from low-cost competition in China, many application sectors are struggling to turn a profit. Recently, the compound semiconductor gallium nitride (GaN) industry has seen reports of major manufacturers experiencing fatigue and reduced willingness to invest, even considering more aggressive strategies. This could trigger sectoral shifts within the “non-China GaN supply chain.”

Tesla’s Robotaxi service began trial operations recently. Although it currently operates only within a fixed area, it has once again sparked market discussions about the development of autonomous taxis.

Xiaomi unveiled its first AI smart glasses on June 26, describing the device not merely as a wearable but as a next-gen personal intelligence terminal. Equipped with the Xiao Ai voice assistant, the glasses enable real-time interaction via voice commands and visual input, delivering instant contextual feedback through integrated camera and AI processing.

Automotive connector manufacturer Hu Lane faced significant profitability challenges in the second quarter of 2025 due to the traditional industry off-season and severe exchange rate volatility. The company reported weaker-than-expected profit performance during this period, with most industry players similarly affected by sharp currency fluctuations. Hu Lane chairman Tzu-hsiung Chang noted the compounded impact of short-term exchange rate swings on the supply chain’s performance, causing losses across the sector.