Data centers: Envision is building Galaxy in Ulanqab, Inner Mongolia, an AI campus set to reach 800 MW of IT capacity by the end of 2027, close to the roughly 820 MW of the Stargate campus in Abilene, Texas. According to a SemiAnalysis report, the first 120 MW were built in under a year at about one-fifth the cost of comparable US projects. Instead of gas turbines, the company is building wind farms and battery storage alongside the campus, and aims for wind to supply more than 60% of the electricity for the first two phases.
Memory: according to TrendForce, smartphone makers are increasingly using reballed memory: chips removed from old devices and re-soldered. It is about 3–4% of the market today, mostly 4GB LPDDR4X parts in phones priced under 1,299 yuan (about $200), and is expected to rise to 7–9% in 2027. TrendForce expects DRAM prices to keep rising in the first quarter of 2027.
EVs: BYD unveiled the Yangwang Altior in Abu Dhabi, the flagship of its ultra-luxury brand, aimed at competing with Rolls-Royce, Bentley and Maybach. The company says range exceeds 1,000 km on China's CLTC cycle, and the car is built on a 1,000V fast-charging platform, with rear-hinged coach doors and a length of 5.6 meters.
