As 6G technology is anticipated to enter commercial operation by 2030, telecom companies worldwide face significant strategic decisions beyond technical innovation. The emerging standard requires balancing capital recovery with competitive positioning, while avoiding the pitfall of viewing 6G merely as a speed upgrade or technological showcase.

AR glasses represent a revolution for displays that incorporate key technologies such as near-eye displays, microLED, and waveguides, with AI and AR now sharing a symbiotic existence and development, says Jorjin Technologies chairman Tom Liang. These technologies did not emerge overnight, and although Taiwanese companies possess the necessary expertise, they have usually worked independently in the past without proper integration.

China’s DRAM maker CXMT is reportedly developing compute express link (CXL) DRAM modules, a move that could escalate rivalry with Samsung Electronics and SK Hynix as the CXL market takes off in 2026. According to South Korea’s EBN, CXMT has outlined its CXL roadmap to Korean semiconductor component suppliers and begun early design work, with one major substrate partner confirming initial joint R&D on CXL substrates.