Relying on subsidies is worst strategy for chips; wafer fabs need to walk before they can run

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Iranian Ayatollah Khamenei’s Death Sparks Revolt Among Kalshi CustomersWired
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Samsung, SK Hynix expand hiring as HBM, DRAM demand enters supercycleDigitimes
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Apple plays defense: can the iPhone 17e and M4 iPad Air unlock reluctant buyers?Digitimes
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DRAM prices to surge up to 70% in 2Q26; Nvidia GTC 2026 ignites AI memory rallyDigitimes
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This AI Agent Is Ready to Serve, Mid-Phone CallWired
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If this cheaper Sonos Era 100 leak is true, I think it’ll be the king of wireless speakersTechRadar
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Microsoft reportedly eyes E7 tier to make AI agents pay their way - like the humans they'll replaceThe Register
Microsoft reportedly eyes E7 tier to make AI agents pay their way - like the humans they'll replace 109
Claude just got a vital free upgrade to help it take on ChatGPT — it'll now remember conversations for all users. Here's why that mattersTechRadar
Claude just got a vital free upgrade to help it take on ChatGPT — it'll now remember conversations for all users. Here's why that matters 108


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