Status of LEO satellite communication market
The LEO satellite communications market reaches a turning point: Starlink takes the lead while telecom operators and the EU seek breakthroughs.
26
Sep
26
Sep
YMTC joins DRAM arena to ease China’s AI memory crunch
China’s growing demand for high-bandwidth memory (HBM) is reshaping its chip sector. Yangtze Memory Technologies Co. (YMTC), long centered on NAND flash, is planning to expand into DRAM to produce HBM for artificial intelligence chips, according to three sources cited by Reuters. The plan underscores Beijing’s urgency to boost domestic chipmaking after the US expanded export controls in December 2024, restricting China’s access to HBM.
26
Sep
Ennostar advances AI optical communication with X-Celeprint partnership to promote SiPh integration
Ennostar, a Taiwan-based developer of optoelectronic semiconductors, is actively expanding its presence in the AI optical communication market. It has announced a collaboration with European micro-transfer printing (MTP) specialist X-Celeprint, aiming to accelerate the implementation and commercialization of mass transfer technology in silicon photonics (SiPh) applications.
26
Sep
Anpec says share price undervalued in Yageo public tender offer
Taiwanese passive components maker Yageo, on September 11, 2025, unilaterally announced plans to invest over NT$4.8 billion (US$158 million) to acquire a major stake in power management IC (PMIC) design house Anpec Electronics. In a statement released on September 24, 2025, in response to the acquisition bid, Anpec expressed regret that Yageo did not engage in any prior discussions before the announcement and noted that the current per-share offer still has room for upward adjustments.
26
Sep
TGS 2025: GenAI takes center stage in game development
The largest Tokyo Game Show in history, TGS 2025, opened on September 25, 2025, for a four-day run, drawing massive crowds eager to experience the latest in gaming technology. A standout highlight this year was the surge of AI-driven innovations—particularly generative AI—which wowed attendees with immersive game content and AI-powered hardware designed to enhance user experience while reducing energy consumption.
26
Sep
IRA subsidies near deadline, exposing tensions in US EV strategy
A major chapter in US clean energy policy is nearing its end. Federal subsidies for electric vehicles under the Inflation Reduction Act (IRA) are set to expire on September 30, marking a pivotal moment for automakers navigating a complex and often contradictory policy environment.
26
Sep
China to command 42% of global chipmaking capacity by 2028, SEMI says
The global semiconductor industry is entering an unprecedented growth phase driven by artificial intelligence, with market forecasts projecting the sector to exceed US$1 trillion by 2030.
26
Sep
TGS 2025: Handheld game console market set for 8.5% CAGR as Asustek and MSI face off
Asustek Computer’s collaboration with Microsoft to launch the “ROG Xbox Ally” handheld game console series in October was a major highlight at the Tokyo Game Show 2025 (September 25-28). The partnership underscores both companies’ ambitious push to strengthen their presence in the rapidly expanding global handheld game console market.
26
Sep
Micron resumes full price hikes as DDR5 surges amid market demand
The memory market is rapidly warming up, driven by AI, with major memory manufacturer Micron recently resuming its pricing after a temporary pause. Following the release of its financial report, both DRAM and NAND flash prices have risen sharply. With DDR4 nearing end-of-life and supply becoming scarce, price increases have exceeded 20%, while DDR5 also shows strong upward momentum.
26
Sep