Meta Platforms is reshaping its hardware and AI strategy. After reports of layoffs at its Reality Labs division, the US tech giant is now in talks with EssilorLuxottica to double the annual output of its AI-powered Ray-Ban Meta smart glasses to 20 million units by the end of 2026, from an original target of 10 million. If demand remains strong, production could rise to 30 million units, though no final agreement has been reached.
PCB manufacturer Gold Circuit Electronics (GCE) posted a record-high full-year consolidated revenue in 2025, surging more than 50% year-over-year, driven by a ramp-up in ASIC server customer orders in the second-half of 2025 that significantly boosted networking and server shipments.
Surging demand for AI hardware is prompting memory makers to reassess their product portfolios as resources shift toward higher-margin enterprise and data center markets. Following Micron's decision to exit its Crucial consumer business late last year, market speculation has emerged that SK Hynix may also be reviewing its exposure to consumer-grade memory products.
AI chip startup Cerebras Systems is reportedly in talks to raise US$1 billion in a new financing round, aiming for a valuation of up to US$22 billion, according to Bloomberg. The company plans to continue pursuing its initial public offering (IPO) as part of a broader strategy to expand its AI computing hardware and cloud services.
In early 2025, as most Silicon Valley AI firms focused on stacking high-end GPUs and expanding parameter counts, Chinese startup DeepSeek took a different path. Using a pragmatic engineering approach under constrained computing resources, it delivered model performance that exceeded market expectations and caught the AI community off guard. At the time, many dismissed it as a one-off "cost-performance ambush." In hindsight, it now appears more like a prelude.
South Korea's push to build sovereign artificial intelligence foundation models is facing heightened scrutiny as several domestic contenders in a government-backed selection process are accused of relying on Chinese technologies, raising questions about how independence should be defined in national AI development.
Genomics BioSci & Tech (Genomics) reported consolidated revenue of NT$112 million (US$3.54 million) in December 2025, setting a new single-month record with an 86.11% increase from November and 81.52% growth year-over-year. This strong finish contributed to full-year consolidated revenue of NT$708 million, a historic high and a 36.86% increase from 2024.
Tatung Co. has identified 2026 as a pivotal year to advance its transformation efforts, focusing on power, energy, and technology sectors following recent board elections and management restructuring. The company's power business and electronic manufacturing services (EMS) are driving growth, supported by strong export orders and increased production.
Smart glasses, which dominated the Consumer Electronics Show (CES) 2025, saw a notable decline in visibility at CES 2026, suggesting a potential shift in market dynamics or industry focus. As the wearable technology sector evolves, questions arise about whether the demand for smart glasses is cooling or entering a new phase of development.
At first glance, CES 2026 looked like another celebration of the software-defined vehicle (SDV). Chip makers, operating system providers, and over-the-air (OTA) update platforms all promised "lifetime upgrades" as their most compelling pitch.
U-Best Innovative, a subsidiary of Sun Yad Group, announced the development of a water-based resin developed in collaboration with major domestic manufacturers of automotive interior materials. The company is also expanding partnerships with local firms to enter sectors including electronics, medical devices, green energy, optical films, and flexible HC materials.
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