Industry

Memory-led price rises to lift IT device costs up to 40 percent

Rising memory prices are expected to push up costs for IT devices such as smartphones, PCs, TVs and tablets by at least 15 to 40 percent, with increases spreading to finished-device prices. Spot memory indicators have jumped in recent weeks, and some products have posted sharp gains. Analysts say this year differs from prior cycles as AI data centres and high-bandwidth memory draw production capacity, structurally tightening supply of general-purpose memory.

AI & Enterprise

Anthropic\'s Claude Fable 5 hit by U.S. export controls, adding uncertainty to global AI landscape

Anthropic faced U.S. export controls over insufficient safety measures soon after releasing its new Mythos-based AI model Claude Fable 5. The curbs block overseas access to Mythos 5 and Fable 5 except for U.S. nationals, triggering a strong backlash and potentially complicating Anthropic’s IPO push if prolonged. The move has heightened interest in sovereign and open-source AI models and intensified discussion of AI and geopolitics, while drawing attention to how Washington will respond to OpenAI’s next model.