Apple and Micron are fighting over whether the smartphone maker can buy memory chips from Chinese manufacturer ChangXin Memory Technologies (CXMT) for non-US devices, a move opposed by Micron. Both companies are lobbying the administration of US President Donald Trump, which could force him to make an uncomfortable choice between his goals of cheaper prices or domestic chip production.
Moonshot AI officially released the model weights for its Kimi K3 large language model on July 27, allowing developers to download, fine-tune, and deploy it.
Nvidia is pushing into the server CPU market with its Vera chip as AI infrastructure competition enters a new phase, seeking to evolve from a chip supplier into a full AI computing systems provider. But the company still needs cloud service providers (CSPs) to embrace the platform at scale if it wants to challenge Intel and AMD in servers.
The push toward deeper sovereign control over the critical hardware stack underpinning AI models is gaining traction following news of Anthropic's outreach to SK hynix for supplies related to producing its own chips, spanning early design planning and key component procurement.
Inner Mongolia HyperStrong Technology is a major production subsidiary established by Beijing HyperStrong Technology in Baotou, Inner Mongolia. Its development offers a useful case study as competition intensifies among China's battery energy storage system integrators.
Young Optics said second-quarter revenue rose sequentially, but gross margin narrowed as newer products stayed in early production and the product mix shifted. The company expects shipments to remain broadly stable in the third quarter, even as it deepens its presence in optical communications, automotive optics, and AR glasses components.
Jorjin Technology chairman Wen-lung Liang believes that smart glasses that combine AI with spatial computing are the next smartphone-killers, going beyond mere hardware upgrades to launch a far-reaching revolution in human-computer interaction (HCI).
Taiwan's smart glasses supply chain urgently needs to break down technical silos and move first, according to industry executives speaking at a forum on July 24 on the outlook for AI+XR and the next phase of wearable computing. Smart glasses with full-color displays are likely to reach mass production around 2028, and Taiwan's ecosystem must solve system integration bottlenecks to stay competitive.
China's AI computing infrastructure is developing along two sharply divergent paths. As large language models and AI agents gain traction across industries, rapidly rising token consumption is driving shortages of advanced computing capacity. At the same time, portions of the country's installed lower- and mid-tier capacity remain underutilized because of software compatibility issues, weak coordination between supply and demand, and inadequate resource scheduling.
As global tech giants push into AR, VR, and spatial computing, Taiwan's chip and hardware strength could help it shape the next wave of AI glasses for users worldwide. But that opportunity depends on moving beyond contract manufacturing and into product design, software integration, and ecosystem leadership, industry executives say.
Taiwan's largest digital health technology platform H2U debuted on the Taiwan Stock Exchange's Taiwan Innovation Board on July 24 at an offering price of NT$49.13 (approx. US$1.52) per share, marking its official listing as it seeks to capture the growing digital health market.
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