AR - TechWire

2025.10.24

21:34

Arm (ARM.O) opened up 2.2%, and TSMC (TSM.N) rose 1.5%.

17:35

U.S. chip stocks rose in premarket trading, with Broadcom (AVGO.O) up 2.1%, Micron Technology (MU.O) up 2.6%, and Advanced Micro Devices (SMCI.O) up 2.6%. Arm (ARM.O) rose 1.1%, and Taiwan Semiconductor Manufacturing Co (TSM.N) gained 1.5%.

10:34

Quark AI glasses are now available for pre-sale at a minimum price of 3,329 yuan

At midnight on October 24th, Alibaba's first self-developed Quark AI glasses officially launched on its official Tmall store, the Quark Smart Devices flagship store. Tmall's real-time transaction speed rankings show that within seven hours of its launch, the new product became the top two smart glasses brands during the Double 11 shopping festival. Reporters learned from the store's official flagship store customer service that during the Double 11 shopping festival, 88VIP members can receive additional coupons on top of the platform subsidies, bringing the price down to 3,329 yuan. These AI glasses are reportedly equipped with two flagship chips, Qualcomm AR1 and Hengxuan BES2800, and feature a dual-optic binocular display with adjustable display distance, front and back, and up and down. They also offer an integrated, fitted solution for myopic individuals.

2025.10.23

18:28

AliQuark AI glasses will be available for pre-order on the 24th, starting at 3699 yuan

Alibaba's first self-developed AI glasses, the Quark AI Glasses, went on pre-sale at midnight on the 24th at the Quark Smart Devices Tmall flagship store. The price is 3,699 yuan for 88VIP members and 3,999 yuan for the general public. These glasses are equipped with dual flagship chipsets, Qualcomm AR1 and Hengxuan BES2800, and feature features such as AutoNavi's near-eye navigation system, Alipay's "Look" secure payment feature, Taobao search for similar items and price recognition, and Fliggy travel reminders.

2025.10.20

16:29

U.S. cryptocurrency-related stocks rose in pre-market trading, with Riot Blockchain (RIOT.O) up 3.7%, Mara Holdings up 4.9%, BITFARMS up 11.6%, and Strategy (MSTR.O) up 3.3%.

16:07

Xuantai Pharmaceutical: Sitagliptin Metformin Extended-Release Tablets Received Tentative Approval from the U.S. FDA

Xuantai Pharmaceutical announced that it recently received notification from the U.S. Food and Drug Administration (FDA) that its Abbreviated New Drug Application (ANDA) for sitagliptin metformin extended-release tablets has been tentatively approved. Developed by Merck Sharp & HOEME, the drug was approved for marketing in the United States in February 2012 and is indicated for improving glycemic control in adults with type 2 diabetes. Sitagliptin metformin extended-release tablets are already commercially available in China.

2025.10.16

18:26

Yingmu Technology releases a new generation of AI smart glasses and announces its entry into offline channels

On October 16th, Yingmu Technology officially released its new generation of AI smart glasses, the INMO GO3. At the same time, Yingmu INMO announced the creation of Yingmu World, a globally open AI+AR industry ecosystem platform. The platform will partner with companies such as Tencent, Ant Group, and Zhipu AI to build a native content ecosystem, and also announced its expansion into offline channels.

2025.09.29

21:23

Carnival Corp. shares rose 4% in premarket trading after the company raised its annual profit forecast.

2025.09.27

08:23

A variety of smart glasses have been launched, driving the industry into a fast lane of development

At the 4th Global Digital Trade Expo, a pair of Leqi AI+AR glasses, weighing less than 50 grams and resembling ordinary glasses, wowed the audience by allowing a real-time information window to appear before the wearer's eyes. Nearby, at the Qiuguo Plan Technology Co., Ltd. booth, visitors lined up to experience the real-time translation and shopping features of the Wigain Omnision XR smart glasses. A wave of AI-powered smart glasses is quietly changing the boundaries of human-computer interaction. Industry insiders say that with the release of ChatGPT-4o and the Doubao visual model, multimodal AI is accelerating its implementation, and interactive methods such as voice, video, and images are expected to refresh the market's understanding of AI capabilities.

2025.09.26

09:19

Agency: Global VR headset shipments fell 14% year-on-year in the first half of the year

According to a recent report from Counterpoint released on September 26, global VR headset shipments declined 14% year-over-year in the first half of 2025, driven by continued sluggish consumer market demand. The overall competitive landscape in the VR market remained relatively stable in the first half of the year, with relatively few new product launches from major OEMs. Meta maintained a significant lead, capturing approximately 80% of the market share in the first half of 2025. Counterpoint predicts that competition in the global AR smartglasses market will intensify in the second half of 2025, as new viewing and optical waveguide products accelerate mass production.

2025.09.25

23:42

Kremlin: Russia awaits US response to new New START proposal.

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.

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