United States

Texas Sues TP-Link Over China Links and Security Vulnerabilities (theregister.com) 46

TP-Link is facing legal action from the state of Texas for allegedly misleading consumers with "Made in Vietnam" claims despite China-dominated manufacturing and supply chains, and for marketing its devices as secure despite reported firmware vulnerabilities exploited by Chinese state-sponsored actors. The Register: The Lone Star State's Attorney General, Ken Paxton, is filing the lawsuit against California-based TP-Link Systems Inc., which was originally founded in China, accusing it of deceptively marketing its networking devices and alleging that its security practices and China-based affiliations allowed Chinese state-sponsored actors to access devices in the homes of American consumers.

It is understood that this is just the first of several lawsuits that the Office of the Attorney General intends to file this week against "China-aligned companies," as part of a coordinated effort to hold China accountable under Texas law. The lawsuit claims that TP-Link is the dominant player in the US networking and smart home market, controlling 65 percent of the American market for network devices.

It also alleges that TP-Link represents to American consumers that the devices it markets and sells within the US are manufactured in Vietnam, and that consistent with this, the devices it sells in the American market carry a "Made in Vietnam" sticker.

Transportation

Vermont EV Buses Prove Unreliable For Transportation This Winter (vermontdailychronicle.com) 141

An anonymous reader writes:

Electric buses are proving unreliable this winter for Vermont's Green Mountain Transit, as it needs to be over 41 degrees for the buses to charge, but due to a battery recall the buses are a fire hazard and can't be charged in a garage.

Spokesman for energy workers advocacy group Power the Future Larry Behrens told the Center Square: "Taxpayers were sold an $8 million 'solution' that can't operate in cold weather when the home for these buses is in New England."

"We're beyond the point where this looks like incompetence and starts to smell like fraud," Behrens said.

"When government rushes money out the door to satisfy green mandates, basic questions about performance, safety, and value for taxpayers are always pushed aside," Behrens said. "Americans deserve to know who approved this purchase and why the red flags were ignored."

General manager at Green Mountain Transit (GMT) Clayton Clark told The Center Square that "the federal government provides public transit agencies with new buses through a competitive grant application process, and success is not a given."


AI

Thousands of CEOs Just Admitted AI Had No Impact On Employment Or Productivity 75

An anonymous reader quotes a report from Fortune: In 1987, economist and Nobel laureate Robert Solow made a stark observation about the stalling evolution of the Information Age: Following the advent of transistors, microprocessors, integrated circuits, and memory chips of the 1960s, economists and companies expected these new technologies to disrupt workplaces and result in a surge of productivity. Instead, productivity growth slowed, dropping from 2.9% from 1948 to 1973, to 1.1% after 1973. Newfangled computers were actually at times producing too much information, generating agonizingly detailed reports and printing them on reams of paper. What had promised to be a boom to workplace productivity was for several years a bust. This unexpected outcome became known as Solow's productivity paradox, thanks to the economist's observation of the phenomenon. "You can see the computer age everywhere but in the productivity statistics," Solow wrote in a New York Times Book Review article in 1987.

New data on how C-suite executives are -- or aren't -- using AI shows history is repeating itself, complicating the similar promises economists and Big Tech founders made about the technology's impact on the workplace and economy. Despite 374 companies in the S&P 500 mentioning AI in earnings calls -- most of which said the technology's implementation in the firm was entirely positive -- according to a Financial Times analysis from September 2024 to 2025, those positive adoptions aren't being reflected in broader productivity gains.

A study published this month by the National Bureau of Economic Research found that among 6,000 CEOs, chief financial officers, and other executives from firms who responded to various business outlook surveys in the U.S., U.K., Germany, and Australia, the vast majority see little impact from AI on their operations. While about two-thirds of executives reported using AI, that usage amounted to only about 1.5 hours per week, and 25% of respondents reported not using AI in the workplace at all. Nearly 90% of firms said AI has had no impact on employment or productivity over the last three years, the research noted. However, firms' expectations of AI's workplace and economic impact remained substantial: Executives also forecast AI will increase productivity by 1.4% and increase output by 0.8% over the next three years. While firms expected a 0.7% cut to employment over this time period, individual employees surveyed saw a 0.5% increase in employment.
Social Networks

Discord Rival Maxes Out Hosting Capacity As Players Flee Age-Verification Crackdown (pcgamer.com) 33

Following backlash over Discord's global rollout of strict age-verification checks, users are flocking to rival platform TeamSpeak and overwhelming its servers. According to PC Gamer, the Discord alternative said its hosting capacity has been maxed out in a number of regions including the U.S. From the report: [A]s I saw for myself while testing out free Discord alternatives, it's hard to deny the appeal of TeamSpeak. It's quick and easy to make an account, join or start a group chat, or join a massive, game-based community voice server, and at no point does TeamSpeak cheekily ask if it can scan your wizened visage.

During my testing, I was able to dive into 18+ group chats without tripping over an age gate. However, there's no guarantee TeamSpeak won't have to deploy its own age verification mechanism in the future. In the UK at least, the Online Safety Act makes those sorts of checks a legal obligation, with Prime Minister Keir Starmer recently stating "No social media platform should get a free pass when it comes to protecting our kids."

Besides all of that, if you'd rather not chat to randoms who also happen to have an unhealthy obsession with Arc Raiders, you'll likely need to pay an admittedly small subscription fee to rent your own ten-person community voice server. By that point, you're handing over card details and essentially fulfilling an age assurance check anyway. If you'd rather limit how much info your chat platform of choice has about you, there are arguably better options out there.

The Courts

NPR's Radio Host David Greene Says Google's NotebookLM Tool Stole His Voice 24

An anonymous reader quotes a report from the Washington Post: David Greene had never heard of NotebookLM, Google's buzzy artificial intelligence tool that spins up podcasts on demand, until a former colleague emailed him to ask if he'd lent it his voice. "So... I'm probably the 148th person to ask this, but did you license your voice to Google?" the former co-worker asked in a fall 2024 email. "It sounds very much like you!"

Greene, a public radio veteran who has hosted NPR's "Morning Edition" and KCRW's political podcast "Left, Right & Center," looked up the tool, listening to the two virtual co-hosts -- one male and one female -- engage in light banter. "I was, like, completely freaked out," Greene said. "It's this eerie moment where you feel like you're listening to yourself." Greene felt the male voice sounded just like him -- from the cadence and intonation to the occasional "uhhs" and "likes" that Greene had worked over the years to minimize but never eliminated. He said he played it for his wife and her eyes popped.

As emails and texts rolled in from friends, family members and co-workers, asking if the AI podcast voice was his, Greene became convinced he'd been ripped off. Now he's suing Google, alleging that it violated his rights by building a product that replicated his voice without payment or permission, giving users the power to make it say things Greene would never say. Google told The Washington Post in a statement on Thursday that NotebookLM's male podcast voice has nothing to do with Greene. Now a Santa Clara County, California, court may be asked to determine whether the resemblance is uncanny enough that ordinary people hearing the voice would assume it's his -- and if so, what to do about it.
Greene's lawsuit cites an unnamed AI forensic firm that used its software to compare the artificial voice to Greene's. It gave a confidence rating of 53-60% that Greene's voice was used to train the model, which it considers "relatively high" confidence.

"If I was David Greene I would be upset, not just because they stole my voice," but because they used it to make the podcasting equivalent of AI "slop," said Mike Pesca, host of "The Gist" podcast and a former colleague of Greene's at NPR. "They have banter, but it's very surface-level, un-insightful banter, and they're always saying, 'Yeah, that's so interesting.' It's really bad, because what do we as show hosts have except our taste in commentary and pointing our audience to that which is interesting?"
KDE

KDE Plasma 6.6 Released (kde.org) 42

Longtime Slashdot reader jrepin writes: KDE Plasma is a popular desktop (and mobile too) environment for GNU/Linux and other UNIX-like operating systems. Among other things, it also powers the desktop mode of the Steam Deck gaming handheld. The KDE community today announced the latest release: Plasma 6.6.

In this new major release, Spectacle can recognize texts from screenshots, a new on-screen keyboard and new login manager are available for testing, and a first-time wizard Plasma Setup was added. Your current theme can be saved as a new global theme, which can also be used for the day and night theme-switching feature. Emoji selector got a new easier way to select skin tone. If your computer has a camera available, you can now connect to a Wi-Fi network by scanning a QR code. Application sound volume can now be changed by scrolling over an application taskbar button via mouse wheel. When screencasting and sharing your desktop, you can now filter windows so they are not shared. A setting was added to enable having virtual desktops only on the primary screen. If your device has an ambient light sensor, you can enable automatic screen brightness adjustment. Game controllers can now be used as regular input devices.

For complete list of new features and changes, check out the KDE Plasma 6.6 release announcement and the complete changelog.

Virtualization

Most VMware Users Still 'Actively Reducing Their VMware Footprint,' Survey Finds (arstechnica.com) 26

An anonymous reader quotes a report from Ars Technica: More than two years after Broadcom took over VMware, the virtualization company's customers are still grappling with higher prices, uncertainty, and the challenges of reducing vendor lock-in. Today, CloudBolt Software released a report, "The Mass Exodus That Never Was: The Squeeze Is Just Beginning," that provides insight into those struggles. CloudBolt is a hybrid cloud management platform provider that aims to identify VMware customers' pain points so it can sell them relevant solutions. In the report, CloudBolt said it surveyed 302 IT decision-makers (director-level or higher) at North American companies with at least 1,000 employees in January. The survey is far from comprehensive, but it offers a look at the obstacles these users face.

Broadcom closed its VMware acquisition in November 2023, and last month, 88 percent of survey respondents still described the change as "disruptive." Per the survey, the most cited drivers of disruption were price increases (named by 89 percent of respondents), followed by uncertainty about Broadcom's plans (85 percent), support quality concerns (78 percent), Broadcom shifting VMware from perpetual licenses to subscriptions (72 percent), changes to VMware's partner program (68 percent), and the forced bundling of products (65 percent).

When Broadcom bought VMware, some customers shared horror stories about receiving quotes that showed prices increasing by as much as 1,000 percent. CloudBolt's survey paints a more modest picture. Fourteen percent of respondents said their VMware costs have at least doubled, while 12 percent reported increases of 50-99 percent, 33 percent reported increases of 24-49 percent, and 31 percent reported increases of less than 25 percent. Despite survey participants suggesting smaller price hikes than originally anticipated under Broadcom, companies are still struggling with the pricing changes. Eighty-five percent are concerned that VMware will become even more expensive, according to CloudBolt's survey. [...]

CloudBolt's survey also examined how respondents are migrating workloads off of VMware. Currently, 36 percent of participants said they migrated 1-24 percent of their environment off of VMware. Another 32 percent said that they have migrated 25-49 percent; 10 percent said that they've migrated 50-74 percent of workloads; and 2 percent have migrated 75 percent or more of workloads. Five percent of respondents said that they have not migrated from VMware at all. Among migrated workloads, 72 percent moved to public cloud infrastructure as a service, followed by Microsoft's Hyper-V/Azure stack (43 percent of respondents). Overall, 86 percent of respondents "are actively reducing their VMware footprint," CloudBolt's report said.

Transportation

Mazda Finally Admits Its Infotainment System Is the Worst (thedrive.com) 47

Mazda, the automaker that for years defended its scroll-wheel infotainment system as a safer alternative to touchscreens, is abandoning the approach entirely in the 2026 CX-5 in favor of a 15.6-inch touchscreen and zero physical buttons.

The current lineup -- the CX-50 Hybrid, CX-70 and CX-90 -- still relies on a console-mounted scroll wheel and dedicated action buttons to navigate a tablet-like screen perched atop the dashboard. Upper-trim CX-70 and CX-90 models do have 12.3-inch touchscreens, but touch input only works when parked and only inside CarPlay; it disables automatically once the car is in drive.

The new CX-5 goes the other direction entirely, eliminating all hard buttons including the volume knob and physical climate controls that current models still offer. Mazda says the touchscreen is safe because core functions like climate are pinned to a persistent bottom bar -- an approach Ford, Rivian, and most of the industry adopted years ago.
Software

'Software Isn't Dead, But Its Cosy Business Model Might Be' (ft.com) 27

The software industry's decades-old habit of charging companies a flat fee for every employee who uses a product is running into a fundamental problem: AI agents don't sit in chairs, and they don't need licences.

As autonomous agents take on tasks that human workers once handled, the per-seat pricing model that made SaaS revenue so predictable is giving way to consumption-based and hybrid alternatives. Snowflake and Databricks (valued at $134 billion) already charge based on usage. Salesforce initially priced its Agentforce customer relations bot at $2 per conversation but faced customer pushback and now offers action-based pricing, upfront credits and fixed fees.

ServiceNow's finance chief Amit Zavery said last month that some customers aren't ready for purely consumption-based models. Goldman Sachs estimates US software spending will nearly triple to $2.8 trillion by 2037 as automated tasks blur the boundary between IT and wage budgets, but that money will no longer arrive in the neat recurring instalments that investors and private equity firms have come to expect.
IT

Secondhand Laptop Market Goes 'Mainstream' Amid Memory Crunch (theregister.com) 36

Sales of refurbished PCs are on the up amid shortages of key components, including memory chips, that are making brand new devices more expensive. From a report: Stats compiled by market watcher Context show sales of refurbished PCs via distribution climbed 7 percent in calendar Q4 across five of the biggest European markets -- Italy, the UK, Germany, Spain, and France.

Affordability is the primary driver in the secondhand segment, the analyst says, with around 40 percent of sales driven by budget-conscious users shopping in the $235 to $355 price band for laptops. The $355 to $475 tier is also expanding -- representing 23 percent of the refurbished market, up from 15 percent a year earlier -- indicating some buyers are prepared to spend a bit more for improved specifications.

Social Networks

Instagram Boss Says 16 Hours of Daily Use Is Not Addiction (bbc.com) 62

Instagram head Adam Mosseri told a Los Angeles courtroom last week that a teenager's 16-hour single-day session on the platform was "problematic use" but not an addiction, a distinction he drew repeatedly during testimony in a landmark trial over social media's harm to minors.

Mosseri, who has led Instagram for eight years, is the first high-profile tech executive to take the stand. He agreed the platform should do everything in its power to protect young users but said how much use was too much was "a personal thing." The lead plaintiff, identified as K.G.M., reported bullying on Instagram more than 300 times; Mosseri said he had not known. An internal Meta survey of 269,000 users found 60% had experienced bullying in the previous week.
AI

Pentagon Threatens Anthropic Punishment (axios.com) 151

An anonymous reader shares a report: Defense Secretary Pete Hegseth is "close" to cutting business ties with Anthropic and designating the AI company a "supply chain risk" -- meaning anyone who wants to do business with the U.S. military has to cut ties with the company, a senior Pentagon official told Axios.

The senior official said: "It will be an enormous pain in the ass to disentangle, and we are going to make sure they pay a price for forcing our hand like this."

That kind of penalty is usually reserved for foreign adversaries. Chief Pentagon spokesman Sean Parnell told Axios: "The Department of War's relationship with Anthropic is being reviewed. Our nation requires that our partners be willing to help our warfighters win in any fight. Ultimately, this is about our troops and the safety of the American people."

Anthropic's Claude is the only AI model currently available in the military's classified systems, and is the world leader for many business applications. Pentagon officials heartily praise Claude's capabilities.

Transportation

Rivian's Stock Spikes 27% After Reporting $144 Million Profit in 2025 (msn.com) 45

Rivian's stock skyrocketed 27% Friday after the electric car maker "shocked the market with strong earnings results," reports the Los Angeles Times, "proving itself an outlier in the EV market, which has been struggling with the end of government subsidies and cooling consumer excitement."

They add that Rivian's strong earnings results suggest that "after years of struggling with losses, it may have at last found a path to profitability." On Thursday, Rivian reported gross profits for 2025 of $144 million, compared with a net loss in 2024 of $1.2 billion... Rivian credited the swing to gross profit to "strong software and services performance, higher average selling prices, and reductions in cost per vehicle..." Rivian delivered 42,247 vehicles in 2025 and produced 42,284 vehicles. The company still reported a $432-million net loss for the year for automotive profits, an improvement from 2024.
But Rivian's software and services revenue grew more than threefold to $1.55 billion for the year, reports TechCrunch. "And the joint venture with Volkswagen Group was behind most of that growth, according to Rivian." VW and Rivian formed a technology joint venture in 2024 that is worth up to $5.8 billion. The joint venture is milestone-based and in 2025 Rivian hit the mark, which meant a $1 billion payout in the form of a share sale. Under the terms of the JV, Rivian will supply VW Group with its existing electrical architecture and software technology stack... Rivian is expected to receive an additional $2 billion of capital as part of the joint venture in 2026, CFO Claire McDonough said Thursday on the company earnings call... And while the funds provide a hefty stopgap, Rivian's financial success in 2026 will hinge largely on the rollout of its next EV, the R2 [priced around $45,000].
Social Networks

India's New Social Media Rules: Remove Unlawful Content in Three Hours, Detect Illegal AI Content Automatically (bbc.com) 23

Bloomberg reports: India tightened rules governing social media content and platforms, particularly targeting artificially generated and manipulated material, in a bid to crack down on the rapid spread of misinformation and deepfakes. The government on Tuesday (Feb 10) notified new rules under an existing law requiring social media firms to comply with takedown requests from Indian authorities within three hours and prominently label AI-generated content. The rules also require platforms to put in place measures to prevent users from posting unlawful material...

Companies will need to invest in 24-hour monitoring centres as enforcement shifts toward platforms rather than users, said Nikhil Pahwa, founder of MediaNama, a publication tracking India's digital policy... The onus of identification, removal and enforcement falls on tech firms, which could lose immunity from legal action if they fail to act within the prescribed timeline.

The new rules also require automated tools to detect and prevent illegal AI content, the BBC reports. And they add that India's new three-hour deadline is "a sharp tightening of the existing 36-hour deadline." [C]ritics worry the move is part of a broader tightening of oversight of online content and could lead to censorship in the world's largest democracy with more than a billion internet users... According to transparency reports, more than 28,000 URLs or web links were blocked in 2024 following government requests...

Delhi-based technology analyst Prasanto K Roy described the new regime as "perhaps the most extreme takedown regime in any democracy". He said compliance would be "nearly impossible" without extensive automation and minimal human oversight, adding that the tight timeframe left little room for platforms to assess whether a request was legally appropriate. On AI labelling, Roy said the intention was positive but cautioned that reliable and tamper-proof labelling technologies were still developing.

DW reports that India has also "joined the growing list of countries considering a social media ban for children under 16."

"Young Indians are not happy and are already plotting workarounds."
Programming

Vim 9.2 Released (linuxiac.com) 116

"More than two years after the last major 9.1 release, the Vim project has announced Vim 9.2," reports the blog Linuxiac: A big part of this update focuses on improving Vim9 Script as Vim 9.2 adds support for enums, generic functions, and tuple types.

On top of that, you can now use built-in functions as methods, and class handling includes features like protected constructors with _new(). The :defcompile command has also been improved to fully compile methods, which boosts performance and consistency in Vim9 scripts.

Insert mode completion now includes fuzzy matching, so you get more flexible suggestions without extra plugins. You can also complete words from registers using CTRL-X CTRL-R. New completeopt flags like nosort and nearest give you more control over how matches are shown. Vim 9.2 also makes diff mode better by improving how differences are lined up and shown, especially in complex cases.

Plus on Linux and Unix-like systems, Vim "now adheres to the XDG Base Directory Specification, using $HOME/.config/vim for user configuration," according to the release notes.

And Phoronix Mcites more new features: Vim 9.2 features "full support" for Wayland with its UI and clipboard handling. The Wayland support is considered experimental in this release but it should be in good shape overall...

Vim 9.2 also brings a new vertical tab panel alternative to the horizontal tab line.

The Microsoft Windows GUI for Vim now also has native dark mode support.

You can find the new release on Vim's "Download" page.
Transportation

US Government Will Stop Pollution-Reduction Credits for Cars With 'Start-Stop' Systems (caranddriver.com) 304

Starting in 2009, the U.S. government have given car manufacturers towards reducing greenhouse gas emissions if they included "start-stop" systems in cars with internal combustion engines. (These systems automatically shut off idling engines to reduce pollution and fuel consumption.) But this week the new head of America's Environmental Protection Agency eliminated the credits, reports Car and Driver: [America's] Environmental Protection Agency previously supported the system's effectiveness, noting that it could improve fuel economy by as much as 5 percent. That said, the use of these systems has never actually been mandated for automakers here in the States. Companies have instead opted to install the systems on all of their vehicles to receive off-cycle credits from the feds. Virtually every new vehicle on sale in the country today also allows drivers to turn the feature off via a hard button as well. Still, that apparently isn't keeping the EPA from making a move against the system.
"I absolutely hate Start-Stop systems," writes long-time Slashdot reader sinij (who says they "specifically shopped for a car without one.") Any other Slashdot readers want to share their opinions?

Post your own thoughts and experiences in the comments. Start-Stop systems — fuel-saving innovation, or a modern-day auto annoyance"
Social Networks

Social Networks Agree to Be Rated On Their Teen Safety Efforts (yahoo.com) 14

Meta, TikTok, Snap and other social neteworks agreed this week to be rated on their teen safety efforts, reports the Los Angeles Times, "amid rising concern about whether the world's largest social media platforms are doing enough to protect the mental health of young people." The Mental Health Coalition, a collective of organizations focused on destigmatizing mental health issues, said Tuesday that it is launching standards and a new rating system for online platforms. For the Safe Online Standards (S.O.S.) program, an independent panel of global experts will evaluate companies on parameters including safety rules, design, moderation and mental health resources. TikTok, Snap and Meta — the parent company of Facebook and Instagram — will be the first companies to be graded. Discord, YouTube, Pinterest, Roblox and Twitch have also agreed to participate, the coalition said in a news release.

"These standards provide the public with a meaningful way to evaluate platform protections and hold companies accountable — and we look forward to more tech companies signing up for the assessments," Antigone Davis, vice president and global head of safety at Meta, said in a statement... The ratings will be color-coded, and companies that perform well on the tests will get a blue shield badge that signals they help reduce harmful content on the platform and their rules are clear. Those that fall short will receive a red rating, indicating they're not reliably blocking harmful content or lack proper rules. Ratings in other colors indicate whether the platforms have partial protection or whether their evaluations haven't been completed yet.

Social Networks

The EU Moves To Kill Infinite Scrolling 37

Doom scrolling is doomed, if the EU gets its way. From a report: The European Commission is for the first time tackling the addictiveness of social media in a fight against TikTok that may set new design standards for the world's most popular apps. Brussels has told the company to change several key features, including disabling infinite scrolling, setting strict screen time breaks and changing its recommender systems. The demand follows the Commission's declaration that TikTok's design is addictive to users -- especially children.

The fact that the Commission said TikTok should change the basic design of its service is "ground-breaking for the business model fueled by surveillance and advertising," said Katarzyna Szymielewicz, president of the Panoptykon Foundation, a Polish civil society group. That doesn't bode well for other platforms, particularly Meta's Facebook and Instagram. The two social media giants are also under investigation over the addictiveness of their design.
The Internet

Sudden Telnet Traffic Drop. Are Telcos Filtering Ports to Block Critical Vulnerability? (theregister.com) 73

An anonymous reader shared this report from the Register: Telcos likely received advance warning about January's critical Telnet vulnerability before its public disclosure, according to threat intelligence biz GreyNoise. Global Telnet traffic "fell off a cliff" on January 14, six days before security advisories for CVE-2026-24061 went public on January 20. The flaw, a decade-old bug in GNU InetUtils telnetd with a 9.8 CVSS score, allows trivial root access exploitation. GreyNoise data shows Telnet sessions dropped 65 percent within one hour on January 14, then 83 percent within two hours. Daily sessions fell from an average 914,000 (December 1 to January 14) to around 373,000, equating to a 59 percent decrease that persists today.

"That kind of step function — propagating within a single hour window — reads as a configuration change on routing infrastructure, not behavioral drift in scanning populations," said GreyNoise's Bob Rudis and "Orbie," in a recent blog [post]. The researchers unverified theory is that infrastructure operators may have received information about the make-me-root flaw before advisories went to the masses...

18 operators, including BT, Cox Communications, and Vultr went from hundreds of thousands of Telnet sessions to zero by January 15... All of this points to one or more Tier 1 transit providers in North America implementing port 23 filtering. US residential ISP Telnet traffic dropped within the US maintenance window hours, and the same occurred at those relying on transatlantic or transpacific backbone routes, all while European peering was relatively unaffected, they added.

Communications

600% Memory Price Surge Threatens Telcos' Broadband Router, Set-Top Box Supply (counterpointresearch.com) 71

Telecom operators planning aggressive fiber and fixed wireless broadband rollouts in 2026 face a serious supply problem -- DRAM and NAND memory prices for consumer applications have surged more than 600% over the past year as higher-margin AI server segments absorb available capacity, according to Counterpoint Research.

Routers, gateways and set-top boxes have been hit hardest, far worse than smartphones; prices for "consumer memory" used in broadband equipment jumped nearly 7x over the last nine months, compared to 3x for mobile memory. Memory now makes up more than 20% of the bill of materials in low-to-mid-end routers, up from around 3% a year ago. Counterpoint expects prices to keep rising through at least June 2026. Telcos that were also looking to push AI-enabled customer premises equipment -- requiring even more compute and memory content -- face additional headwinds.

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