Day Lila
Day Lila

Tuesday, 8 September 2026

8 Sept · Gaming · In brief

Gaming · Tuesday, 8 September 2026

Gaming, in brief

13 stories · 15 sources

Swipe up for the day in brief ↑Scroll down for the day in brief ↓

What is moving · 1 of 4

Heat and battery limits

High →

a phone cannot shed heat like a console and runs off a battery [2]

What is moving · 2 of 4

Demand for PC-grade looks on phones

Building ↑

Arm says more mobile games are asking for ray tracing, the lighting method PCs use [2]

What is moving · 3 of 4

Nvidia's lead in AI rendering

High ↑

DLSS 5 set the method; Arm copies the idea and rejects the closed design [1][2]

What is moving · 4 of 4

Memory costs

High ↑

three firms make about 90% of the world's memory and AI buyers outbid phone makers [15]

A new phone chip draws a quarter of each picture and lets AI invent the rest. The first phone using it went on sale in China today.

Swipe up for the story ↑Scroll down for the story ↓

The Xiaomi 18 Fold went on sale in mainland China today, the first phone carrying Arm's new Mali G2-Ultra NX graphics chip. [1]

the picture moves four times as often while the chip draws far fewer real pixels [1]

reaching out to memory is one of the biggest drains on a phone's battery [2]

Who is involved

Who is involved

Why it matters

Watch whether Where Winds Meet, Infinity Nikki and Arena Breakout: Infinite actually ship with it turned on; Arm says more games are coming but will not name them yet.

Who gains

It gets the chip first.

Who gains

The 18 Fold is the only phone shipping with it today, and its Pad 9 Pro Max is being shown at 3.2K resolution and 120 frames a second. [1]

Who gains

It sells one design to many phone makers, so years of graphics research are paid for by Xiaomi, Vivo, OnePlus and whoever licenses it next. [1][2]

Nobody knows yet

How long Arm spent building this.

The Verge reports five years of development on the AI graphics work; Arm's Deyan Lazarov told GamesIndustry.biz the chip itself is two and a half years old. Neither says which clock is being read. [1][2]

Nobody knows yet

Whether the four-times figure survives a real game.

Arm's number comes from its own demonstration, Neural Dawn, built with Sumo Digital, and half the gain is invented frames, which usually add a delay between a button press and the screen. [1][2]

Good news

Arm put the AI networks behind its new phone graphics chip on GitHub and Hugging Face, where anyone can take them. A studio can retrain them on its own game, so the chip fills in pictures the way that game is meant to look.

The short version

That's the story in short.

The whole story has 13 more parts.

or swipe up for the next storyor scroll on for the next story ↓

The whole story, in 13 parts ↓

Part 1 of 13 · Who else is involved

Part 1 of 13 · Who else is involved

Part 2 of 13 · How it unfolded

Part 3 of 13

Arm is a British company that designs chips and sells the designs to other firms; it builds no phones of its own. [1]

Part 3 of 13

Its previous graphics chip is used by Xiaomi, Vivo and OnePlus. [2]

Part 4 of 13

The chip draws only a quarter of one picture for real and lets AI fill in the other three quarters; the picture after that is invented entirely. [2]

Part 5 of 13

Arm claims up to four times the frame rate when its three AI methods run at once. [1]

Part 6 of 13

Chris Bergey, who runs Arm's edge AI business, said a phone can now hold 1080p at 60 frames a second for three hours, where before it managed about 30 minutes. [1]

Part 7 of 13

The whole phone draws no more than 2.5 watts doing it, with 1.5 watts going to the graphics chip. [1]

Part 8 of 13

The reason any of this exists is heat.

Part 8 of 13

A phone cannot shed heat the way a console or a PC can, and it runs off a battery all the time. [2]

Part 9 of 13

Arm published the AI networks openly on GitHub and Hugging Face, so a studio can retrain them on its own game. [2]

Part 10 of 13

Deyan Lazarov of Arm's graphics team said Nvidia's rival DLSS 5 software is proprietary and closed, and would blow past a phone's power budget instantly. [2]

Part 11 of 13

Only the upscaling arrives now.

Part 11 of 13

Invented frames are due in early 2027 and cleaned-up lighting after that. [1]

Part 12 of 13

Three games are confirmed to use it: Where Winds Meet from NetEase, Infinity Nikki from Infold Games and Arena Breakout: Infinite from Tencent. [1][2]

Part 13 of 13

Inventing frames usually adds a delay between a button press and what you see, a cost Nvidia, AMD and Intel all pay too. [1]

Don't Nod may run out of money in January

Swipe up for the story ↑Scroll down for the story ↓

Don't Nod, the French studio behind Life is Strange, told investors it may not be able to keep operating past January 31, 2027 without new outside money. [3]

Its cash fell from 15.4 million euros at the end of 2025 to 8 million by the end of July, and revenue dropped 56% year on year. [3]

The board approved a plan on September 4 that folds the French operation into a single production line and could cut up to 90 jobs. [3]

Two games, Aphelion and P14, could not raise funding. [3]

Why it matters

Ninety jobs is most of a mid-sized studio. Don't Nod's own auditors gave a similar warning in June, after Tencent, its largest shareholder, refused a short-term cash injection. [3]

How it works

Why Sega could not try live service in a small way

How it works

Some costs are paid in full before the first player arrives, so the same business is out of reach for Sega and routine for Tencent.

How it works · step 1 of 5

Some businesses charge their whole cost before the first customer

How it works · step 2 of 5

An always-online game needs servers, staff and updates from day one

How it works · step 3 of 5

That bill is the same whether ten people play or ten million

How it works · step 4 of 5

So there is no small version to test; you commit at full size or not at all

How it works · step 5 of 5

Whoever already carries the bill can add the next game almost free

The twist

Sega could afford to build the game.

The twist

What it could not afford was running a worldwide service for years afterwards, and that bill does not get smaller if fewer people show up.

Seen the same day

Sega's president said the investment and the operations would have had to grow enormously to match the service, so the company stopped rather than start small

Seen the same day

the same running cost is cheap for Tencent, because Honor of Kings, League of Legends and Valorant all sit on top of it

Seen the same day

Aggro Crab can publish because the marketing and the community it already built for its own games cover the cost of one more

Seen the same day

the studio is folding its French work into a single production line, because it can only afford to keep one of them staffed

The catch

It cuts the other way too.

The catch

A company already carrying the bill can add things cheaply, which is how a few very large firms end up owning a whole category and nobody new can get in.

The whole

Sega stopped, Don't Nod shrank and Tencent pressed on, and the same arithmetic produced three opposite decisions.

The whole

A player sees only the end of it: a game that never appears, or one that never ends.

What's really going on

Don't Nod's "transformation project" is the same kind of wording, and it means up to 90 people in France may lose their jobs. [3]

Who pays

The board approved a restructuring on September 4 that folds the French operation into a single production line. [3]

Nobody knows yet

Whether Don't Nod finds the money to carry on past January.

The company says there is material uncertainty beyond January 31, 2027, and that neither Aphelion nor the project it calls P14 met its funding criteria despite interest it did not name. [3]

Nobody knows yet

How many people actually lose their jobs at Don't Nod.

Up to 90 positions in France are under consideration. The board approved the plan on September 4 and talks with staff representatives and the union have only just started. [3]

Sega explains why it killed its billion-dollar online game

Swipe up for the story ↑Scroll down for the story ↓

Sega cancelled Super Game earlier this year, and its president has now explained why. [4]

Announced in 2021, it was meant to be an original online game sold worldwide, and Sega said it might spend close to $1 billion on it. [4]

Shuji Utsumi, Sega's president, spoke to the Japanese business paper Nikkei. [4]

The company believed it had the technology, he said, but found the investment and the daily running of the service would have to grow enormously. [4]

He said Sega still thinks there is a business there. [4]

Why it matters

Sega already lost money on one always-online game, Hyenas, cancelled in 2023, and Sony has pulled back from the same bet. [4]

Why it matters

The company not backing out is Tencent, which is far larger. [4][11]

How it works

Sega's president said the investment and the operations would have had to grow enormously to match the service, so the company stopped rather than start small

The idea, in story 2: Why Sega could not try live service in a small way →

What's really going on

Sega called cancelling its billion-dollar online game a decision about risk, but what its president actually described is a size problem: the company would have had to grow enormously to run the service, and it could not. [4]

Who pays

Sega wrote off Super Game after years of work, and Highguard, reportedly backed by Tencent's own TiMi group, shut down. [4][11]

Nobody knows yet

Whether Sega comes back to always-online games.

Shuji Utsumi said he still believes there is a business opportunity and that Sega will keep pursuing it, without naming a project, a budget or a date. [4]

China's games market passes $50bn for the first time

Swipe up for the story ↑Scroll down for the story ↓

China's games market grew 5.4% in 2025 to $51.8 billion, passing $50 billion for the first time, according to a new report from the research firm Niko Partners. [5]

The firm expects $53.9 billion this year and $59.8 billion by 2030, with 769 million players. [5]

Small, quick mini-games are the fastest-growing part: 80% of Chinese players use them, and they take almost a fifth of all mobile game spending. [5]

The report also found 66% of players get around China's internet controls to reach games abroad, mostly through overseas servers, speed-up services and VPNs. [5]

Why it matters

Growth of 2.9% a year over five years is slow for a market this size, so Chinese studios are competing for players who already play rather than for new ones. [5]

Memory prices keep climbing, and phones are next

Swipe up for the story ↑Scroll down for the story ↓

Memory is the part of a phone or console that holds what it is working on, and its price has been rising for two years after decades of falling. [15]

Three companies make about 90% of the world's supply: Samsung had 39% of the market in the second quarter of 2026, SK Hynix 26% and Micron 25%, according to the research firm Counterpoint. [15]

AI data centres buy a stacked, faster version that is harder to make, and pay more for it. [15] Micron's president, Manish Bhatia, said the industry has to build new factories. [15]

Why it matters

The next iPhones are expected to cost more because of this, and console makers buy from the same three firms. [15]

Why it matters

Arm's new chip cuts memory traffic by 70%, which is one way around a price nobody can argue with. [2]

Who gains

The three of them make about 90% of the world's memory, and AI buyers pay more per chip than phone and console makers can. [15]

Who pays

Memory makers are selling capacity to AI customers first, and the next iPhones are expected to cost more because of it. [15]

Nobody knows yet

When memory prices stop rising.

Micron's president said the industry has to build more factory capacity, and The Verge reports the fix is years away. No company in the story gave a date. [15]

Tencent calls always-online games its holy grail

Swipe up for the story ↑Scroll down for the story ↓

Tencent, the Chinese company whose games include Honor of Kings, League of Legends and Valorant, said it is still aiming at live service, meaning games that keep selling things to the same players for years rather than once. [11]

Yong-yi Zhu, its vice president for operations, strategy and compliance, said those games build on themselves and give a studio steady income and a community. [11]

He said this while other publishers retreat: Sony's live-service push went badly, and Highguard, reportedly funded by Tencent's own TiMi group, shut down. [11]

Why it matters

Three of the biggest always-online games in the world already run on Tencent's money and staff, so keeping one more alive costs it far less than it would cost anyone else. [11]

How it works

the same running cost is cheap for Tencent, because Honor of Kings, League of Legends and Valorant all sit on top of it

The idea, in story 2: Why Sega could not try live service in a small way →

CD Projekt puts its old games' money into new ones

Swipe up for the story ↑Scroll down for the story ↓

CD Projekt, the Polish company behind The Witcher and Cyberpunk 2077, plans to put most of the cash its older games still bring in straight back into making more games, rather than paying it to shareholders. [12]

Its chief financial officer, Piotr Nielubowicz, told Bloomberg the company is at a completely different stage than five years ago, when it bet its fortunes on a single title. [12]

Spending on development is now a main consideration when the board decides what to pay out. [12]

Why it matters

Running several projects at once is only possible because the back catalogue keeps selling. A studio with one finished game and no old ones has nothing to reinvest. [12]

Capcom turns to games it has not touched for decades

Swipe up for the story ↑Scroll down for the story ↓

Onimusha: Way of the Sword, Capcom's first main game in that series since 2006, sold over a million copies on its release day. [9]

In the press release announcing that figure, the Japanese publisher said it is focusing on re-activating series that have not had a new game recently. [9]

It is already doing that with a new Okami and Mega Man: Dual Override. [9]

Capcom named no others; Dino Crisis has had no new game since 2003, and there has been no new main Devil May Cry since 2019. [9]

Why it matters

A revival starts with players who already know the name, so it needs less marketing than something new. [9] That matters most in a year when most publishers are cutting staff.

Who gains

Onimusha sold more than a million copies on day one, and the company can now fund revivals out of a library it already owns instead of new ideas. [9]

Nobody knows yet

Which of its old series Capcom will actually revive.

The press release says only that it is re-activating series without a recent game. Engadget's list of candidates, including Dino Crisis and Devil May Cry, is the writer's guess, not Capcom's plan. [9]

Peak's studio starts funding other people's games

Swipe up for the story ↑Scroll down for the story ↓

Aggro Crab, the studio behind Peak and Another Crab's Treasure, has started a publishing label to pay for other developers' games. [6]

It will sign one or two a year, funding projects that need $500,000 or less and can be finished within two years, and has already taken on the platformer Rebounder and the horror game Subway Midnight. [6]

Its terms do not require the money to be paid back in full, and it will not hold the final payment back until release day. [6]

Peak has passed 20 million players since June 2025. [7]

Why it matters

Publishers usually keep the last payment until launch, which is exactly when a small studio has least money. Removing that changes who can survive a delay. [6]

How it works

Aggro Crab can publish because the marketing and the community it already built for its own games cover the cost of one more

The idea, in story 2: Why Sega could not try live service in a small way →

Who pays

The new developer-run publishers cap their cheques: Aggro Crab funds projects of up to $500,000 that can be finished within two years. [6]

Good news

Peak has passed 20 million players since it launched in June 2025. Its makers, Aggro Crab, are using that money to fund one or two other studios' games a year, on terms that do not require the money to be paid back in full.

Stronghold's maker becomes a strategy publisher

Swipe up for the story ↑Scroll down for the story ↓

Firefly, the British studio behind the castle-building series Stronghold, has launched a publishing label called Wuselfaktory, starting with Fool King from the first-time developer Loot Donkey. [8]

Firefly is paying for the game and its marketing. [8]

Studio head Nick Tannahill said the 50-person team has been self-publishing since 2010, so the marketing and localisation work already exists inside the company. [8]

The move came at the suggestion of Devolver, which bought Firefly in late 2021 and has little experience in strategy games. [8]

Why it matters

Two developer-run publishers opened within a week, both paid for by their own hit rather than by an outside investor. [6][8]

Why it matters

That is what indie funding looks like when the outside money has gone.

Who gains

It owns Firefly and told the studio to start publishing, so it reaches the strategy market without hiring a strategy team of its own. [8]

Gamescom apologises to developers robbed at its show

Swipe up for the story ↑Scroll down for the story ↓

Gamescom, the German games trade show, apologised for how it responded when several independent developers had hardware stolen at this year's event. [10]

Its first statement said that at an event of this size some people will always try to take advantage, and pointed exhibitors towards bookable stand security and insurance. [10]

The organisers now say that criticism of that response was justified, and that a theft can destroy work that took years to build. [10]

They are reviewing security for indie exhibitors and holding a roundtable with the shared booths. [10]

Why it matters

Ryan Laley, who makes the game Mimic, had all his laptops stolen and called it a huge blow financially and mentally. [10]

Why it matters

The organisers have still not said whether anyone will be compensated. [10]

Who pays

Ryan Laley, who makes Mimic, had all his laptops stolen and called it a huge blow financially and mentally. No compensation has been named. [10]

Nobody knows yet

How many developers were robbed at Gamescom, and whether any are paid back.

GamesIndustry.biz asked the organisers for the number of reported incidents and about compensation, and they pointed back to their earlier statements. [10]

Good news

Gamescom's organisers said the criticism of how they handled thefts from independent developers was justified, and that they should have said so from the first moment. They are reviewing security for indie exhibitors and holding a roundtable with the shared booths.

Nintendo runs two showcases in two days

Swipe up for the story ↑Scroll down for the story ↓

Nintendo is holding two video presentations this week. [13]

The first, today, is a 30-minute show for the 40th anniversary of The Legend of Zelda, ahead of a remake of Ocarina of Time and a live-action Zelda film expected next year. [13]

The second, tomorrow, is a regular 45-minute Direct about Switch 2 games arriving this winter, followed by a longer gameplay livestream. [13]

Nintendo raised the price of the Switch 2 by $50 earlier this year. [13]

Why it matters

Nintendo raised the price of the Switch 2 by $50 this year, and Grand Theft Auto 6 arrives in November. [13]

Why it matters

A winter line-up is what Nintendo has to answer both with.

Forza Horizon 6 still due on PlayStation this year

Swipe up for the story ↑Scroll down for the story ↓

Playground Games said Forza Horizon 6 will still reach the PlayStation 5 before the end of 2026, after reports that the version had been dropped from this year. [14]

The studio told players planning to buy it on PlayStation to add it to their wishlist and wait for a date. [14] No other detail about the port was given. [14]

Why it matters

Microsoft, which owns Playground, has a narrow window: September and October are already crowded with releases, and November belongs to Grand Theft Auto 6. [14]

The truth, across the day

Swipe up for the truth ↑Scroll down for the truth ↓

Why it works on people

Both companies reached for strategy words - risky, transformation, refocusing - where the plain words are too expensive and redundancies, and a strategy word invites you to think about the company rather than the people.

Who gains

Its rivals are quitting always-online games while Tencent keeps three of the biggest running, and its Arena Breakout: Infinite is among the first titles on Arm's new chip. [11][1]

That's the whole Gaming day.

13 stories, 15 sources.