John Sakellariadis / Politico:
Sources: US political appointees at CISA blocked Acting Director Madhu Gottumukkala's attempt to remove the agency's chief information officer, Robert Costello  —  The personnel spat began late last Thursday afternoon after Costello was given a so-called management-directed reassignment …

Maggie Eastland / Bloomberg:
Chinese media: phone makers Xiaomi, Oppo, Vivo, and Transsion trimmed their 2026 shipment targets, with Oppo cutting up to 20%, due to the memory chip shortage  —  Nvidia Corp. supplier Micron Technology Inc. said an ongoing memory chip shortage has accelerated over the past quarter …

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