蓝思科技在长沙成立光电科技新公司
9月23日消息，企查查APP显示，近日，蓝思光电科技（长沙）有限公司成立，注册资本1亿元，经营范围包含虚拟现实设备制造；电子元器件批发；电子元器件零售；电子元器件制造等。
23
Sep
23
Sep
京东方Ａ：选举李洋为职工董事
9月22日，京东方Ａ(000725.SZ)公告，公司工会于2025年9月22日召开职工代表大会，选举李洋为公司第十一届董事会职工董事。
23
Sep
China policy containment eases DDR5 price fears as Taiwan’s DDR4 supply sells out
China’s AI-driven supply chain expansion is reshaping the DRAM landscape. CXMT, the country’s top DRAM producer, will pivot entirely to DDR5, LPDDR5, and high-bandwidth memory (HBM) in 2025. While fears of oversupply had raised concerns of DDR5 price swings, industry sources say Beijing is ring-fencing advanced DRAM for domestic use. This policy curbs export leakage and is expected to stabilize DDR5 pricing, with a gradual market upturn likely in 2026.
23
Sep
In Southeast Asia’s startup race, the Philippines plays catch-up
With a population nearing 120 million and a median age of just 25, the Philippines is often hailed as Southeast Asia’s next economic powerhouse. Yet, despite its promising demographics, the country’s startup ecosystem remains underdeveloped—lagging behind its regional peers in funding access, technological depth, and ecosystem maturity.
23
Sep
Nvidia-Intel alliance deepens US-China tech divide
Nvidia said it will invest US$5 billion in Intel and broaden cooperation in semiconductor design and development. The deal does not include chip fabrication but is viewed as a key step that aligns with US President Donald Trump’s drive to revive Intel. By adding Intel’s CPUs to its lineup, Nvidia is aiming to expand its presence across computing markets.
23
Sep
Episil bets on SiC and GaN for Q4 rebound as compound semiconductor market bottoms out
Episil and its epitaxy-focused subsidiary Episil Precision, spanning both silicon (Si) and wide-bandgap semiconductors such as silicon carbide (SiC) and gallium nitride (GaN), told investors on Sept. 17 that its SiC and GaN businesses sank to a low point in the first half of 2025. The company expects recovery only by the fourth quarter.
22
Sep
Exclusive: ByteDance readies new AI glasses prototypes and waiting for Apple to heat up trend
The smart-glasses boom shows no signs of cooling, with market demand clearly established. Yet shipments have consistently fallen short of expectations, constrained by hardware limits and immature software ecosystems. ByteDance, meanwhile, has kept conspicuously silent. Despite rumors in August that it was preparing to launch an AI glasses product, the company publicly denied the reports.
22
Sep
Samsung to hike DRAM prices up to 30% in 4Q25 as shortage bites
Samsung Electronics will raise contract prices for DRAM and NAND flash in the fourth quarter of 2025, industry sources told Newdaily.co.kr. The move reflects shrinking output of legacy products and surging demand from cloud providers, which has already tightened supply and driven spot prices sharply higher.
22
Sep
Commodity DRAM and NAND prices set to rise in 2026 as AI chip boom creates shortage
South Korean industry and securities analysts predict that prices for general-purpose DRAM and NAND Flash will rise in 2026 amid looming supply shortages. The crunch stems from memory manufacturers redirecting production capacity toward higher-margin high-bandwidth memory (HBM), now in high demand for AI applications.
22
Sep
Nvidia invests in Intel; Acer founder says TSMC still far ahead in foundry sector
Nvidia’s investment of US$5 billion in Intel sent shockwaves through the semiconductor industry. Stan Shih, founder of Acer, commented that while the US requires a healthier industry with more diversified suppliers, the more significant factor lies in Nvidia’s integration with the x86 ecosystem, which will profoundly influence the future trajectory of artificial intelligence (AI) development.