<p>➀ Arm recruited Amazon's top IC developer Rami Sinno to develop proprietary AI chips, signaling increased investment in in-house semiconductor efforts;</p><p>➁ The smart glasses market surged 110% YoY in H1 2025, with Meta's Ray-Ban models dominating and Xiaomi/TCL-RayNeo expanding their foothold;</p><p>➂ The U.S. government plans to convert $10.9B in Chips Act grants into a 10% equity stake in Intel, while SoftBank invests $2B amid growing geopolitical semiconductor competition.</p>