AR - TechWire

2025.09.23

15:13

Tianjian Shares: The company has business cooperation with Volcano Engine Company

Tianjian Co., Ltd. announced on its interactive platform on September 23rd that it has a business partnership with Volcano Engine. Its subsidiary, Tianjian Intelligent, previously showcased its AR smart glasses technology solutions at the Berlin International Consumer Electronics Show (IFA) alongside partners including Volcano Engine.

12:27

Rumors say Typhoon "Bhagatsa" is approaching the upper limit of the Earth's intensity, meteorological experts respond

Yesterday, a blogger posted on social media that Guangdong may be facing its worst typhoon disaster yet. Category 5 Super Typhoon "Halma" reached a new peak intensity, with a minimum central pressure of 905 MBAR, approaching the upper limit of Earth's capacity. Typhoon Rammasun in 2014 remains the strongest typhoon to make landfall in my country in meteorological records. Wang Haiping, chief forecaster at the China Meteorological Administration, said that Hualma's landfall intensity is expected to be less than that of Rammasun, but comparable to Typhoon Mangkhut in 2018. Tang Jie, director of the Shanghai Asia-Pacific Typhoon Research Center, told reporters that the claim that Hualma's intensity is approaching Earth's upper limit is unscientific and inappropriate.

08:31

Galaxy Securities: We continue to be optimistic about computing power-related PCBs, domestic computing power, IP licensing, chip inductors, etc. in the second half of the year

China Galaxy Securities believes that the computing power sector is still in the performance realization stage and has a relatively moderate valuation level. It remains optimistic about computing power-related PCBs, domestic computing power, IP licensing, chip inductors, etc. in the second half of the year. 2026 may be a key year for the recovery of the foldable screen market. Apple's rumored foldable products are expected to drive discussion of the entire category and may bring new thinking at the software interaction and hardware design levels, further activating market demand. At the same time, new wearable devices launched this year are also expected to drive market recovery. Through technological breakthroughs + ecological integration + market penetration, AR glasses manufacturers are pushing AR glasses from "niche geek toys" to "mass smart terminals." With the maturity of AI+AR technology, smart glasses are expected to become the next generation of mainstream computing terminals after smartphones.

2025.09.19

12:10

Institution: Meta AR new products are expected to push the proportion of LCoS products to 13% in 2026

According to TrendForce, Meta's recently released first mass-produced AR device, Meta Ray-Ban Display Glasses, utilizes LCoS display technology, which is expected to drive the market share of LCoS display products to 13% by 2026. Single-chip full-color LEDoS is not expected to achieve significant technological and cost breakthroughs until 2028. Until then, competition between the two will intensify.

11:14

The number of Kunpeng CPU cores on Huawei Cloud has increased from over 9 million to 15 million.

On September 19th, at the Huawei Connect 2025 Conference, Zhang Pingan, Huawei's Executive Director and CEO of Huawei Cloud, stated that over the past 12 months, the number of Kunpeng CPU cores on Huawei Cloud has grown from over 9 million to 15 million, a 67% increase. Furthermore, the Kunpeng platform continues to improve its compatibility with mainstream application software, currently supporting over 25,000 applications and providing solid support for the prosperity of the ARM ecosystem.

06:31

According to CNBC: Nvidia (NVDA.O) spent more than $900 million to hire Rochan Sankar, CEO of artificial intelligence hardware startup Enfabrica, and other employees. Nvidia reportedly paid for the deal in cash and stock, and the transaction was completed last week.

01:35

Nvidia CEO Jensen Huang: Today's decision will not affect ARM.

01:23

Nvidia CEO Jensen Huang: The company's ARM-based chip roadmap will continue to advance.

2025.09.18

10:14

Luxshare Precision and PIMIC, a US-based edge AI chip company, have reached a strategic partnership

On September 17th, Luxshare Precision and PIMIC, a US-based edge AI chip company, officially entered into a strategic partnership. The two parties will jointly develop a new generation of smart wearable products based on PIMIC's edge AI chip technology. Ronald Yuan, Senior Director of Luxshare Precision's Technology Committee, stated that this joint technology will soon be applied to wearable products such as wireless headphones, AI/AR glasses, and AIoT devices.

2025.09.17

19:24

Changchun High-Tech: Jinsai Pharmaceuticals paid €32.7 million to obtain exclusive rights to three ALK products in mainland China

Changchun High-Tech announced that its subsidiary, Jinsai Pharmaceutical, has entered into an allergen-specific immunotherapy (AIT) collaboration with ALK-Abelló A/S of Denmark. The collaboration will see the two companies jointly develop and commercialize ALK's house dust mite (HDM) allergen-specific immunotherapy products in China, and the company will also acquire exclusive distribution rights for three ALK-developed products in mainland China. Under the agreement, Jinsai will pay an initial payment of €32.7 million. Based on the progress of regulatory approvals for the clinical trial of ACARIZAX (a sublingual tablet for the dust mite allergen) for adult, adolescent, and pediatric indications in China, Jinsai will pay regulatory milestone payments of €40 million. Based on the performance of these products in the Chinese market, Jinsai may also make sales milestone payments of €105 million.

18:48

Anko Bio: PA3-17 injection, a joint venture company, has been approved to enter a pivotal Phase II clinical trial

Anko Bio announced that its joint ventures, Boshengji Pharmaceutical Technology (Suzhou) Co., Ltd. and Boshengji Anko Cell Technology Co., Ltd., recently received the Minutes of the Phase II Communication Meeting for PA3-17 Injection from the Center for Drug Evaluation (CDE) of the National Medical Products Administration (NMPA), approving the applicant to conduct a pivotal Phase II clinical trial of PA3-17 Injection. PA3-17 Injection is the world's first autologous CD7-targeted CAR-T cell therapy product independently developed by Boshengji Anko to receive IND approval for the treatment of relapsed or refractory CD7-positive hematolymphoid malignancies in adults.

2025.09.16

14:58

EU launches anti-dumping investigation on Chinese PET spunbond nonwovens

According to the China Trade Remedy Information Network, on September 15, 2025, the European Commission announced the initiation of an anti-dumping investigation into PET spunbond nonwovens originating in China, following an application filed on August 8, 2025, by EU companies Freudenberg Performance Materials and Johns Manville. The products involved have EU Combined Nomenclature (CN) codes of (ex) 5603 13 90, 5603 14 20, and (ex) 5603 14 80 (TARIC codes 5603 13 90 70 and 5603 14 80 70). The dumping investigation period runs from July 1, 2024, to June 30, 2025, and the injury investigation period runs from January 1, 2022, to the end of the dumping investigation period. A preliminary ruling is expected within seven months, with a maximum delay of eight months.

13:09

Musk responds again to whether the Macrohard project really exists

An X user asked, "Is Macrohard an actual project currently underway?" Musk responded, "We are indeed spray-painting MACROHARD on the roof of the Colossus II supercomputing cluster in Memphis, in letters so large you can see it from space." Musk had previously stated that he was establishing a purely artificial intelligence software company called Macrohard. It was a tongue-in-cheek name, but the project was real. He said at the time, "Given that software companies like Microsoft don't produce any physical hardware themselves, it should be possible to simulate them entirely with artificial intelligence."

2025.09.15

08:43

Gurman: Apple's first display-less smart glasses may be launched within 12 to 16 months

According to reports, technology journalist Mark Gurman said that Apple will enter the smart glasses market in the next 12 to 16 months, initially launching a pair of glasses without a display to compete with Meta's Ray-Bans smart glasses. Apple's ultimate goal is to provide true AR (augmented reality) glasses that can display content through the lenses, but this will take at least a few years.

2025.09.12

15:52

India makes final anti-dumping ruling on Chinese glass fiber and its products

On September 8, 2025, the Indian Ministry of Commerce and Industry issued a public notice, issuing a final affirmative anti-dumping determination on glass fiber and articles originating in or imported from China, Bahrain, and Thailand. The ministry recommended imposing a five-year anti-dumping duty of $194-295 per ton for China, $238-254 per ton for Bahrain, and $202-394 per ton for Thailand. The products involved include glass fiber assembly roving (AR), glass fiber direct roving (DR), glass chopped strand (CS), and glass chopped strand mat (CSM). The case involves products under Indian customs code 7019.

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