China’s computing power supply chain is starting off 2026 in the dumps. Not only is demand for computing power surging while accelerator card resources remain scarce, but even vendors holding cash and searching for spot supply are unable to secure goods. The market is currently in a state of extreme supply-demand imbalance. Furthermore, Cailian Press has cited sources from channel distributors indicating that distributors in China who originally dealt in graphics cards have now shifted into the memory business under the lure of high profits. As a result, gray industrial chains have emerged, and the problem of “fake memory” has become increasingly more common.

Rising precious metal prices are rippling through the LED industry, prompting Chinese manufacturers to issue price increase notices and pushing Taiwanese suppliers to consider similar moves. Taiwan-based LED maker Edison Opto has already announced broad price increases, while peers including Ennostar and Everlight Electronics are said to be internally evaluating their pricing strategies as cost pressures mount.

Outdoor enthusiasts are increasingly demanding real-time information beyond what traditional bike computers or smartwatches can provide. However, challenges such as poor visibility under strong sunlight, the burden of device weight, and safety risks from looking down at data remain major hurdles for outdoor tech applications.