LGES, Samsung SDI reportedly booked out for two years as US restrictions and China slowdown reshape ESS market

As energy storage system (ESS) battery orders continue to accumulate at South Korean manufacturers, expectations are growing that market conditions could improve further. The outlook follows the US government’s declaration of a national emergency over electric grid security, signaling a move to restrict Chinese-made batteries, while China has begun curbing new battery capacity expansion.

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Mobile SoC battle for 2026 centers on NPUs

More technical details on 2026 mobile systems on a chip (SoCs) from major vendors are emerging, and the biggest changes in chips such as Apple’s A20 Pro and MediaTek’s Dimensity 9600 Pro are clearly concentrated in the neural processing unit (NPU). Qualcomm also published a technical article on NPU development on September 10, saying its next-generation NPU will expand shared memory capacity to improve access efficiency and speed for model data, helping mobile AI maintain fast response times.

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Micron: AI memory crunch rewrites the market with long-term deals and custom designs

As the AI boom spreads from data centers to edge devices and robotics, Micron Technology executives are warning that memory has become a core bottleneck determining the upper limits of AI performance. With new capacity taking years to build and manufacturing processes growing increasingly complex, meaningful new memory supply may not begin arriving until 2028.

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