Notebook ODMs enjoyed stronger-than-seasonal demand in the first half of 2026, but the traditional peak season is losing momentum. Shipments are expected to decline sequentially from the third quarter, while component suppliers increasingly view 2026 as a turning point in the global notebook supply chain.
The smart glasses market is developing rapidly, with brands adopting a more pragmatic approach to product design while placing greater emphasis on interactivity. Taiwanese companies are seeking to keep pace with this growth, while Chinese players are moving equally quickly. The emergence of numerous Chinese startups and their ability to attract funding have reinforced market optimism over smart glasses demand, while intensifying competition between Taiwan and China across the supply chain.
Reports that Meta is considering leasing out idle AI computing capacity have rattled investors. But treating Meta's predicament as a warning sign for the entire AI industry is a classic case of overgeneralization.
The US can no longer close its artificial-intelligence talent gap with China through visa curbs or export controls alone, a new Hoover Institution and Stanford study argues, because China is now producing frontier-model researchers who never trained, worked, or published abroad, even as it also reclaims talent that spent years in American institutions.
As the world enters an AI-centric era, the global race for technological leadership is no longer defined only by who can build the most advanced models. It is increasingly shaped by who can secure compute, deploy infrastructure at scale, reduce energy constraints, and turn research into commercial capability.
