The growing demand for unmanned vehicles, especially amid the current wave of AI upgrades, heavily relies on advanced image processing capabilities. For drones, various image processing technologies enable rapid switching between commercial and military applications, serving as core modules for dual-use technology in both sectors. This trend has prompted related supply chains to view drone imaging systems as emerging business opportunities following smartphones and automotive markets.

Industry insiders anticipate a softer third quarter for LCD monitor panels in 2025, with shipments expected to fall about 5% compared to the second quarter, despite this period usually being a peak season. Manufacturers remain hesitant to reduce prices, even as many products continue to operate at loss-making levels. Notebook panel demand has seen some improvement during the third quarter, supported by back-to-school sales and Black Friday preparations, though pricing remains largely stable amid rising costs.

Taiwan’s HTC recently launched its first AI glasses, the VIVE Eagle, which received an enthusiastic market response with strong preorder sales in Taiwan. The success has prompted the company to ramp up production and prepare for an overseas rollout by the end of the year.

SK Hynix is expected to retain more than half of the global high-bandwidth memory (HBM) market through at least 2027, cementing its role as Nvidia’s top supplier while broadening its reach across the memory semiconductor spectrum, according to forecasts cited by South Korean media, including Business Post, ZDNet Korea, and Yonhap.