Weekly SI Brief

Upstream acoustic and ODM signals: how the AI-glasses and AI-PC supplier stack is positioning itself for the next office-device refresh.. A quiet week on first-party OEM newsrooms — but two supplier-side signals (Goertek's AI-glasses acoustic stack and Longcheer winning Lenovo's 2026 Perfect Quality Award) are worth carrying because they sit upstream of the meeting endpoints, headsets, and personal-AI hardware our category will receive next.