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.

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.

Pegatron chairman TH Tung attended the Taoyuan Enterprise Summit on September 12, during which he shared his views on the economic climate for the second half of 2025. Despite initial concerns about the impact of US reciprocal tariffs in the first half of the year possibly extending into the second half, strong upstream component orders in July and August indicate that there is still momentum in the consumer market. With the peak consumption season approaching, Tung expects that the second half could usher in a "calm autumn."

Lite-On Technology commemorated its 50th anniversary as chairman Tom Soong urged swift transformation as the rapid AI surge reshapes global competition. The firm plans to double overseas R&D staff while partnering with Cloud Gate Dance Theatre to blend AI and art, symbolizing its commitment to innovation and cultural synergy.

Despite ongoing US sanctions that constrain its smartphone sales overseas, Huawei said it has held the No. 1 position in global wearable device shipments for two straight quarters.

At the recent Hot Chips 2025 conference, Nvidia detailed its latest GB10 system-on-chip (SoC) architecture, representing a miniaturized application of the Blackwell GPU architecture. Through collaboration with MediaTek, Nvidia integrated 20 Arm v9.2 CPU cores with a high-performance GPU into a single 2.5D package, creating a compact version of the Grace Blackwell platform.

Nvidia's grip on the AI surge is forcing a rethink of server design, with thermal management at the forefront. Sources indicate that cooling is shifting rapidly from air to liquid systems, and suppliers are now betting on a breakthrough: the microchannel lid. This design could replace traditional cold plates to handle the soaring heat of Nvidia's upcoming Rubin GPUs. Leading Taiwanese cooling specialists have already delivered samples, with Nvidia expected to decide on adoption as early as the fourth quarter of 2025.

Hiwin Technologies is strengthening its presence across major global markets, including China, Japan, South Korea, Singapore, Europe, Israel, Russia, and the US. This broad expansion seeks to position the company closer to its key customers in the semiconductor and robotics sectors, particularly emphasizing China's emerging "low-altitude economy" as a strategic area.

Auden Techno, a Taiwan-based radio frequency antenna and communications module manufacturer, announced its consolidated revenue for August 2025 reached NT$154 million (approx. US$5.08 million), marking a sequential increase of 0.43% and a year-over-year increase of 1.6%. The cumulative consolidated revenue for the first eight months of 2025 totaled NT$1.05 billion.

Since the beginning of 2025, despite disruptions from US President Donald Trump's trade protectionism, the AI wave has driven American cloud service providers (CSPs) to continuously purchase AI servers and high-end graphics cards manufactured in Taiwan. This surge has boosted Taiwan's exports to the US by 55%, with information and communication technology (ICT) product exports—primarily servers—increasing by 100%.

Suzhou Everbright Photonics is betting on explosive demand from artificial intelligence (AI) and data centers to drive future growth, Chairman Dayong Min said in an interview with DIGITIMES at the China International Optoelectronic Expo (CIOE). The company is also expanding into the European market as a hedge against rising geopolitical tensions.

Acer Inc.'s European repair service subsidiary, Enfinitec, has recorded steady growth over the past decade, benefiting from the company's expanding brand presence and the growing demand for professional repair services. Tobi Musson, CEO of Enfinitec, stressed that by servicing different product lines for the same client or similar products for a wide range of customers, Enfinitec's consistent quality has enabled it to expand its market steadily.

Precision gear manufacturer Khgears International has been actively delivering samples of gears and harmonic reducers for robots in its efforts to grow in this segment. The company achieved record high cumulative revenue in the first eight months of 2025, buoyed by growing robot-related shipments, with new robot gear projects slated to begin mass production and shipments in the fourth quarter of 2025.

Virtual reality (VR), augmented reality (AR), and AI smart glasses have become hot topics recently, highlighting the growing interest in the optical industry. However, most developments remain more hype than substantial progress. Industry insiders note that while AR and VR products are advancing, their market growth is slower compared to smart glasses, with unclear demand surges. Despite high buzz around smart glasses, challenges persist.

The Taiwan Institute of Economic Research (TIER) released the manufacturing business climate signals for July 2025 on September 2, 2025, revealing that out of 21 manufacturing sectors, 19 flashed "blue lights" indicating recession in its composite index. However, with 70% of Taiwan's exports falling under tariff-free electronic and tech products regulated by the WTO Information Technology Agreement (ITA), the strong shipments in electronics and AI servers have softened concerns over traditional industries facing difficulties.

Taiwan's pneumatic component maker Airtac International Group reported August 2025 revenue that showed steady year-over-year growth despite month-over-month fluctuations. Management emphasized that customer demand continues to outpace shipments, expressing confidence in achieving low double-digit growth this year despite lingering tariff and exchange rate pressures.

As the retro wave sweeps in, digital still camera (DSC) demand is rebounding. Companies like Asia Optical and Ability have reported positive news, but while some celebrate, others face challenges. The supply chain for digital single-lens reflex camera (DSLR) lenses remains relatively subdued.

Acer chair and CEO Jason Chen pointed out that in the first half of 2025, the impact of US reciprocal tariffs was significant but has since dulled. Signs of recovery are emerging in Europe; however, operational challenges for PC brand manufacturers continue to increase. The upgrade wave previously driven by Intel's processor updates has become history.

With the artificial intelligence (AI) wave driving strong demand for AI server hardware products, the energy, power supply, and electromechanical industries have also benefited, due to the high power requirements of AI computing. Beyond technological advancements, providing an adequate supply of talent remains a crucial cornerstone for industry development.

The rapid advancement of GPU power is driving demand for faster, higher-frequency data links in AI servers and hyperscale data centers. With transfer rates pushing 32 gigatransfers per second, PCB traces are hitting their physical limits, shifting the industry toward high-speed copper cabling and purpose-built connectors.

Hewlett Packard Enterprise (HPE) reported third-quarter fiscal year 2025 revenue of US$9.1 billion, surpassing analyst estimates, driven by strong demand for AI servers and networking products. The company also announced the completion of its acquisition of Juniper Networks.

Ahead of IFA Berlin, Acer held its "next@acer" global product launch event, unveiling a range of new notebooks, tablets, mini workstations, monitors, and Wi-Fi routers. Among these, two major gaming notebook lines—Predator and Nitro—introduced fresh models targeting the competitive gaming market.

Garmin will launch a microLED version of its flagship Fēnix 8 Pro smartwatch on September 8, marking a significant milestone as the world's first watch to integrate microLED technology. Priced just shy of US$2,000, the new watch costs about US$700 more than a similarly sized 51mm (approximately 1.4-inch) model with an AMOLED screen. Yet this 50% premium promises to bring an unprecedented 4,500 nits in terms of brightness, making it the "brightest ever" smartwatch with ultra-wide viewing angles and exceptional resolution.

Acer is making a strong push into the AI inference market through strategic collaborations with MediaTek and Nvidia. On the eve of the Berlin IFA, Acer held its "next@acer" global product launch event, unveiling for the first time a Chromebook powered by MediaTek's Kompanio Ultra processor. This Chromebook integrates MediaTek's neural processing unit (NPU) and leverages Google AI Pro features to comprehensively enhance AI productivity, aiming to capture opportunities in AI inference.