Market research firm Omdia's latest XR Near‑Eye Display report says after a sharp contraction in 2025 the global near‑eye display market should rebound in 2026, with revenue of $675 mln (up 12% YoY) and shipments of 14.53 mln units (up 16% YoY). Omdia identifies rapid expansion in the AR glasses segment as the primary growth driver.

TrendForce's latest survey: wafer foundry capacity is reallocating toward AI-related products as demand from AI servers, general-purpose servers and edge AI accelerates, altering mature-node supply/demand. 200mm (8-inch) nodes are benefiting from incremental Power IC orders and output cuts at TSMC and Samsung, pushing utilization and contract pricing higher. On 300mm (12-inch) mature nodes, TSMC-led cutbacks are expected to trigger medium-to-long-term order shifts. Strong demand for Power ICs at 55nm and above has prompted Taiwanese foundries to scale back High-Voltage (HV) process output, redirecting orders to mainland Chinese suppliers. Combined with AI-driven application demand and raw-material inflation, TrendForce estimates upward pressure on mature-node foundry prices will persist through 2027.

Options analyst Bob Lang said improving market conditions, strong investor appetite for AI assets and a sentiment boost from SpaceX’s successful IPO could allow OpenAI to start an IPO as soon as this year rather than waiting until 2027. He said capital markets still show robust demand for high-quality AI companies, creating a viable listing window.