Weekly SI Brief

Standards and silicon ahead of the next office-audio refresh: Auracast moves into venue/ADA territory, Bluetooth HDT lands a headline design win, and the MEMS-mic supply chain shows the vendor health behind every meeting-room endpoint we ship.. A quiet first-party OEM week, but the standards and supply layers moved: Bluetooth SIG positions Auracast against ADA assistive-listening rules, Ceva books a multi-customer Bluetooth HDT + RF design win, and sensiBel's optical MEMS mic ships in a commercially available 64-capsule ambisonics array. On the materials side, a US class action lawsuit names Apple/Samsung/Google over PFAS in wearables — a compliance lens that now extends to office hearables. China-side: MEMSensing's 2025 numbers, Awinic strategically backing Rokid, and the AI-voice-recorder teardown set all tell the same upstream story.