China’s drive for technology self-sufficiency is transforming the communications supply chain. Shenzhen-based Lightstar Technology expects localization of advanced optical passive components to reach record levels within the next five to ten years, with imports of specialty materials giving way to domestically produced alternatives as Beijing’s push for homegrown innovation accelerates.

Taiwanese test interface manufacturer CHPT showcased its latest innovations at SEMICON Taiwan 2025. Besides unveiling a comprehensive upgrade solution centered on “AI-driven probe card technology,” President Scott Huang highlighted the technical challenges that advanced process chips—such as mobile application processors (AP) and high-performance computing (HPC) chips used in AI applications—pose to the IC testing supply chain.

据证券日报，9月11日，深圳光峰科技股份有限公司（以下简称“光峰科技”）与广州谷东智能科技有限公司（以下简称“谷东智能”）在第二十六届中国国际光电博览会上举办联合发布会，正式推出业内首创的“LCoS（硅基液晶）+PVG光波导”的“一拖二”AR眼镜光学解决方案，并签署战略合作协议及10000台采购订单。