Asia's AI server boom drives component and memory market surge
The AI server boom across East Asia is fueling demand for advanced multilayer ceramic capacitors (MLCCs) and memory chips, creating growth opportunities for Chinese manufacturers. Signs of excess reminiscent of the dot-com era are emerging, with soaring IPOs and stretched valuations. Memory maker UniIC is pushing for a mainland IPO amid a global AI-driven memory supercycle.
AI is making its way into immersive consumer experiences and practical applications like eldercare, opening new pathways for the technology beyond traditional use cases. MIT Review offers accessible guides and charts to help the public understand the current state of AI development.
The Guardian breaks down billions spent on AI with six charts, questioning hypothetical returns on massive investments. All signs point to the Trump administration pushing for accelerated AI growth in the US. Meanwhile, AI is projected to consume up to 600 billion gallons of water by 2030, raising serious environmental concerns.
Only three iPhone models will receive Apple's most advanced Siri AI features powered by the AFM Core Advanced model. iOS 27 also enables video playback through CarPlay, prompting safety warnings about distracted driving. Apple Music's version 27 refresh is underwhelming, lacking continuity playback and social features.
Logitech's new Mobi Fold is an ultra-compact, foldable mouse designed for professionals who work on the go. Reviews praise its portability and build quality, noting it solves the dilemma of carrying a full-sized mouse while traveling. The device targets users who typically rely on trackpads but prefer mouse precision.