瑞士央行行長：預計中期將恢復增長。

Microsoft has launched Scout, an AI assistant integrated into internal email and calendar systems to operate like a 24/7 executive assistant rather than a user-visible chatbot. Charles Lamanna, head of commercial apps product development, said Scout can autonomously perform broader tasks — for example, rescheduling meetings to resolve time conflicts — and can be shared so employees can query a manager’s Scout. Microsoft did not disclose pricing; initial use will require a GitHub Copilot subscription. Lamanna said customer billing will likely be usage-based rather than a fixed fee, and Microsoft intends to add more AI products to subscription plans as model-access costs fall.

Phison CEO Pan Jiancheng said the expanding global AI user base and rising usage frequency will materially boost demand for DRAM and NAND flash, with larger AI models requiring significantly more capacity. Heavy enterprise GPU purchases generate data that further propels storage demand. He warned that while major suppliers are adding capacity, new output is falling short of demand growth, leaving supply tightness unlikely to ease in the near term and predicting storage shortages will be worse in 2027 than this year.