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Apple Suspends Camera-Equipped AirPods Pro as AI Capabilities Fall Short

Apple has reportedly halted development of its camera-equipped AirPods Pro, a product that was in advanced testing stages and planned for 2026 launch. The suspension comes despite four years of development and suggests ongoing challenges with Apple Intelligence and Siri's Visual Intelligence features that would have powered the device's core functionality.

Technology2 sources

Apple Suspends Camera-Equipped AirPods Pro as AI Capabilities Fall Short

Technology2 sources

Vertiv Opens Malaysia Manufacturing Facility to Meet Asia's Surging AI Infrastructure Demand

Vertiv has opened a new manufacturing facility in Johor, Malaysia, to address the growing demand for AI and high-density computing infrastructure across Asia. The facility will produce advanced thermal management and power solutions, including liquid cooling units and prefabricated power modules, with full operationalization expected by 2027 bringing hundreds of skilled jobs to the region.

Business2 sources

Vertiv Opens Malaysia Manufacturing Facility to Meet Asia's Surging AI Infrastructure Demand

Business2 sources

GMKtec EVO-X3 debuts at $3,600 with AMD Ryzen AI Max+ 395 and vertical tower design

GMKtec has launched the EVO-X3, a high-end AI mini PC workstation priced at $3,600, featuring AMD's Ryzen AI Max+ 395 Strix Halo processor and 128 GB of memory. The company abandoned traditional flat designs for a vertical tower chassis with triple-fan cooling. Despite using the same chip as its predecessor, the EVO-X3 represents a significant price increase—nearly 300% from GMKtec's original EVO-X1 model.

Technology2 sources

GMKtec EVO-X3 debuts at $3,600 with AMD Ryzen AI Max+ 395 and vertical tower design

Technology2 sources

Sumitomo Chemical Stock Surges on Glass Core Substrates Deal for AI Chip Packaging

Sumitomo Chemical shares jumped up to 11% following a major joint venture between its Korean subsidiary Dongwoo Fine-Chem and Samsung Electro-Mechanics. The partnership will produce glass core substrates for next-generation AI chip packaging, with production targeted for 2027. Mizuho Securities upgraded the stock from Neutral to Buy, citing undervaluation and semiconductor materials growth potential.

Business2 sources

Sumitomo Chemical Stock Surges on Glass Core Substrates Deal for AI Chip Packaging

Business2 sources

Kioxia's $250 billion comeback: AI boom drives next-gen memory mass production in Japan

Japanese chipmaker Kioxia has seen its shares surge more than sevenfold this year to a market capitalization exceeding $250 billion, surpassing Toyota Motor. The dramatic comeback is fueled by the AI boom's growing demand for high-capacity NAND memory as usage expands from training to inference, positioning the once-struggling company years ahead of rivals.

Technology2 sources

Kioxia's $250 billion comeback: AI boom drives next-gen memory mass production in Japan

Technology2 sources

Anthropic enters talks with Samsung to develop custom AI chip, challenging Nvidia's dominance

Anthropic has begun early-stage discussions with Samsung Electronics to manufacture a custom AI chip, marking the Claude developer's first move into in-house silicon. The talks, still preliminary, focus on Samsung's 2nm manufacturing process as Anthropic joins rivals OpenAI, Google, and Amazon in reducing dependence on Nvidia, which controls 74% of the AI chip market.

Technology5 sources

Anthropic enters talks with Samsung to develop custom AI chip, challenging Nvidia's dominance

Technology5 sources

Amazon plans custom processors for Kindle, Fire TV, and Echo devices starting in 2027

Amazon is shifting to custom-designed chips across its device lineup, following Apple's playbook. Supply chain analyst Ming-Chi Kuo reports the transition begins in 2027, with Alchip as exclusive partner aiming to ship 40 million processors annually. The move aims to reduce AI infrastructure costs while giving Amazon greater control over hardware optimization.

Technology3 sources

Amazon plans custom processors for Kindle, Fire TV, and Echo devices starting in 2027

Technology3 sources

Memory chip stocks surge triple digits on AI boom, but analysts warn volatility ahead

Memory chip stocks delivered exceptional gains in 2026, with Micron climbing over 300% as AI infrastructure investments drove unprecedented demand for high-bandwidth memory. But respected research firm Morningstar now warns investors to prepare for sharp corrections of 20-30% as supply begins catching up with demand. The warning highlights a critical inflection point in the AI hardware supply chain.

Business6 sources

Memory chip stocks surge triple digits on AI boom, but analysts warn volatility ahead

Business6 sources

Spintronic computing hardware outpaces quantum annealers in speed and energy efficiency

Researchers at the National University of Singapore developed spintronic computing hardware that solves complex optimization problems faster and more efficiently than tested quantum annealers. The probabilistic computing system achieved a 3.2-fold speedup with 58.3% energy savings compared to CPUs, while consistently outperforming D-Wave quantum systems as problem complexity increased.

Science2 sources

Spintronic computing hardware outpaces quantum annealers in speed and energy efficiency

Science2 sources

IREN Limited names two executives to lead AI Cloud expansion and data center development

IREN Limited appointed Kambiz Aghili as Chief Product Officer and Michael Nudelman as Chief Development Officer to strengthen its AI Cloud platform. The move comes as the vertically integrated AI infrastructure provider pursues aggressive expansion with a 5GW power portfolio and over 100% revenue growth in twelve months.

Business3 sources

IREN Limited names two executives to lead AI Cloud expansion and data center development

Business3 sources

Amazon designs custom AI chips for Echo and Fire TV as Alexa Plus expands to mobile devices

Amazon is manufacturing its own AI chips for Echo Show and Fire TV devices while planning a new wave of mobile gadgets. The company's head of devices, Panos Panay, revealed the in-house semiconductor strategy aims to improve security and on-device AI processing. Amazon acquired wearables brand Bee in 2025 and is developing a roadmap of on-the-go devices that integrate with Alexa Plus.

Technology4 sources

Amazon designs custom AI chips for Echo and Fire TV as Alexa Plus expands to mobile devices

Technology4 sources

SK Hynix invests $64 billion in AI memory chips as NAND flash shortage intensifies

SK Hynix announced a $64 billion investment to build new NAND flash memory and chip packaging facilities in South Korea by 2029. The move addresses a global memory shortage driven by AI datacentre demand, with the company spending $51 billion on a NAND factory and $13 billion on advanced packaging. The investment comes amid concerns about whether massive AI infrastructure spending can deliver returns.

Business6 sources

SK Hynix invests $64 billion in AI memory chips as NAND flash shortage intensifies

Business6 sources

Elon Musk denies SpaceX AI device prototype report as company eyes mobile market expansion

The Wall Street Journal reports SpaceX demonstrated a sleeker-than-iPhone AI phone prototype to investors before its June IPO, featuring xAI technology and a proprietary OS. Elon Musk swiftly denied the claims as 'utterly false,' though the company is actively exploring Starlink-branded mobile services. The conflicting signals raise questions about SpaceX's hardware ambitions as it pours billions into AI infrastructure.

Technology21 sources

Elon Musk denies SpaceX AI device prototype report as company eyes mobile market expansion

Technology21 sources

Raja Koduri's Oxmiq raises $35M to license AI chip designs instead of selling finished chips

Oxmiq Labs, founded by veteran chip architect Raja Koduri, has closed a $35 million Series A to scale OxCore, a licensable GPU architecture that lets chipmakers build custom AI silicon without years of design work. The startup aims to become the 'Arm for AI GPUs,' licensing chip designs rather than selling finished chips, with backing from Samsung Catalyst Fund and legendary chip architect Jim Keller joining its board.

Technology6 sources

Raja Koduri's Oxmiq raises $35M to license AI chip designs instead of selling finished chips

Technology6 sources

UAE's MGX closes $49 billion AI fund, one of the biggest investment vehicles focused on AI ever

Abu Dhabi's sovereign wealth fund MGX has closed a $49 billion AI fund, marking one of the largest investment vehicles ever focused on artificial intelligence. The technology investment firm attracted global institutional investors and plans to deploy up to $10 billion annually across the AI stack, from semiconductors to frontier models, with major backing already committed to OpenAI, Anthropic, and xAI.

Business2 sources

UAE's MGX closes $49 billion AI fund, one of the biggest investment vehicles focused on AI ever

Business2 sources

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