Andrew Cunningham / Ars Technica:
The memory shortage that is spiking RAM prices is now expanding to the broader PC market, driving price hikes for GPUs, high-capacity SSDs, and hard drives  —  GPU makers may prioritize more profitable models; large SSDs are harder to find. … Standalone, direct-to-consumer RAM kits …

Bloomberg:
Shenzhen-based UBTech signs deals to supply its Walker S2 humanoid robots to Airbus and Texas Instruments, and says it aims to produce 10,000+ units in 2026  —  UBTech Robotics Corp. shares jumped after the China-based humanoid maker received an order from Airbus SE, bolstering the outlook …

Palmer Luckey / @palmerluckey:
Meta's VR layoffs may help the industry long term, as most affected roles focused on first-party content and games that competed with the broader ecosystem  —  I have an opinion on the Meta layoffs that is contrary with most of the VR industry and much of the media, but strongly held. This is not a disaster. They still employ the largest team working on VR by about an order of magnitude. Nobody else is even close. The “Meta is

Wall Street Journal:
A look at the business and geopolitical considerations behind TSMC's international expansion, as Taiwan commits to spend $250B+ in the US in a trade deal  —  TSMC has for decades provided a ‘Silicon Shield’ to its namesake island.  Now it sees both business and geopolitical reasons for going big in the U.S.

It wasn’t until the end of our chat that I learned her name.