LandMark Optoelectronics Corporation (LMOC) expects third quarter 2025 revenue to remain flat or edge higher as China eases export restrictions on indium phosphide (InP) substrates. While suppliers have resumed shipments, production lags persist due to revalidation requirements. Silicon photonics products for data centers now lead LMOC’s portfolio, with demand already extending into 2026.

The global surge in artificial intelligence has thrust two of its most compelling frontiers—autonomous vehicles and humanoid robots—into the spotlight. Often described as the AI Duo, these technologies are increasingly discussed in tandem. One navigates seamlessly through chaotic city traffic; the other moves with purpose through homes, factories, and hospitals. At the heart of both lies a shared intelligence: a rapidly evolving AI ecosystem powering their decision-making and real-time responses. Together, they represent some of the most sophisticated applications of AI in the real world.

The US Congress has added a new clause to the National Defense Authorization Act (NDAA), requiring the Pentagon to evaluate whether BOE Technology — China’s top display panel manufacturer — should be labeled a “Chinese military company” (CMC).

Vietnamese electric vehicle manufacturer VinFast has officially commenced production at its new manufacturing facility in Thoothukudi, Tamil Nadu. The US$500 million plant represents the first phase of a larger US$2 billion investment in India, with plans to establish the site as a strategic hub for both domestic sales and regional exports, according to the Associated Press and Reuters.