Global shipments of smart glasses jumped 110% in the first half of 2025 compared with a year earlier, with Meta holding more than 70% of the market, according to Counterpoint Research. New players such as Xiaomi and TCL-RayNeo are helping drive demand, while changes in US tariffs, which have rattled the broader electronics industry, have had only a limited effect on the sector.
Dr. Shang Y. Hou, Director of TSMC’s High Performance Packaging Integration Division, delivered a keynote at the OCP APAC Summit 2025. He showcased how the chipmaker is combining its CoWoS packaging platform with a new silicon photonics engine dubbed “Coupe” to advance high-density computing and AI system performance.
After six months of inactivity, China’s solar industry associations and national authorities reimposed price and production limits in mid-July 2025. This decision sent shockwaves through the global supply chain and caused a significant rebound in prices.
After a strong showing in the first half of 2025, driven by AI infrastructure investments and data center expansion, prices for DDR5 DRAM are projected to fall significantly in early 2026, according to new market forecasts.