AI giants are shifting the global competition in large language models (LLMs) away from benchmark dominance toward sustainability and real-world applicability, signaling a new phase in how artificial intelligence performance is measured. The move highlights rising concerns about energy use, environmental impact, and user experience as essential evaluation metrics.

AI glasses have attracted the attention of many industry heavyweights, who see them as next-generation mobile devices that free users' hands and extend smartphone applications. HTC has surpassed sales expectations with the Vive Eagle, the company's first AI glasses. In addition, other key players such as Samsung Electronics, Google, and Meta are either preparing or have already launched new products.

Topview Optronics, a subsidiary of Taiwan's Qisda Group, reported that integration efforts in the security control industry are gaining momentum. While customers previously focused on performance and pricing, system integration has now emerged as their primary priority. The company maintains a cautiously optimistic outlook for the second half of 2025 and into 2026.

Benefiting from the global labor shortage, Aurotek Corp. has accelerated its second growth curve through AI-driven intelligent robots, with orders on hand continuing to climb. Expanding demand for advanced processes and smart manufacturing has pushed Aurotek's cumulative revenue for the first eight months of 2025 to rise more than 50%.

Arm unveiled its Lumex Compute Subsystem (CSS) on September 10 at the Unlocked Summit in Shanghai, signaling its boldest step yet to elevate AI and gaming on flagship smartphones. The platform debuts the C1 CPU cluster based on Armv9.3 and the Mali G1 GPU lineup, headlined by the Mali G1-Ultra with support for second-generation Scalable Matrix Extensions (SME2). Together, they bring edge devices closer to data center-class performance.

According to Ddaily, Samsung announced it will expand its India Innovation Campus (SIC) program from four states to ten this year, aiming to train 20,000 students, six times last year's intake. The program, aligned with India's "Make in India" and "Skill India" initiatives, covers AI, IoT, big data, and coding, with potential to feed talent into Samsung's Noida facility, the world's largest smartphone plant.

The market for AI glasses is attracting increasing interest as several companies launch or prepare new models, but questions remain about their relationship with smartphones and battery limitations. Extending battery life remains crucial if these devices are to be used throughout the day.

The US Census Bureau's latest Business Trends and Outlook Survey (BTOS) shows a notable decrease in AI adoption among large enterprises and a slowdown among smaller businesses, marking the sharpest drop since 2023. Adoption among large firms with over 250 employees fell from 13.5% in June 2024 to 12% in August 2024.

Former TSMC R&D vice president Jack Sun, who currently serves as senior vice president at National Yang Ming Chiao Tung University (NYCU), emphasized that semiconductors can no longer be replaced by other technologies. The TSMC Grand Alliance provides all participating companies with opportunities to profit. With AI now accelerating innovation, the combination of "semiconductor + AI" has become almost omnipotent, marking the starting point of the next major technological boom.

Panasonic Group's subsidiary, Panasonic Industry, announced plans to construct a new factory in central Thailand with an investment of JPY17 billion (approx. US$115 million). The facility will produce multilayer circuit board materials specifically designed for artificial intelligence (AI) servers, addressing the surging global demand driven by generative AI technologies.

Nvidia has reportedly abandoned its initial SOCAMM1 low-power DRAM module for AI workloads, shifting focus to SOCAMM2 with faster speeds and broader supplier collaboration, including Micron, Samsung, and SK Hynix. This move signals a strategic push to address technical challenges and advance AI memory solutions ahead of mass production in 2026.