Bubbling Costs: Carl Pei is adding his voice to a growing list of industry insiders pointing to the rapid changes driven by the AI investment boom. RAM is now more expensive than ever, and consumer devices will likely have to adapt to these higher component costs.

Nothing co-founder and CEO Carl Pei has said that AI is making components significantly more expensive, warning that a reckoning is coming for consumers buying new devices.

The big picture: Most people never think about what's inside a circuit board, but a little-known resin is quickly becoming a major concern for the tech industry. High-purity polyphenylene ether resin sits deep within the electronics supply chain, yet it plays a critical role in how printed circuit boards manage heat, maintain signal integrity, and ensure reliability. The material helps boards inside smartphones, laptops, data center

Connecting the dots: Fox has agreed to acquire Roku in an all-cash-and-stock deal valued at roughly $22 billion including debt. This is the largest acquisition in the Murdoch-controlled company's history and a bet that owning the pipes matters as much as owning the content that flows through them.

Under the terms announced Monday morning, Fox Corporation will pay $160 per share,

Looking ahead: Capcom has updated the product page for Onimusha: Way of the Sword with a full breakdown of graphics modes, output resolutions, and target frame rates across PS5, Xbox Series, and PC – along with detailed system requirements covering 1080p, 1440p, and 4K at Low through Ultra settings.

Way of the Sword is the first new mainline entry in the series

Bottom line: After climbing above $123,000 in July 2025, bitcoin has fallen to around $66,475, giving back nearly half its value. The decline hasn't occurred in a vacuum. The Nasdaq Composite has also slipped, and gold has retreated from its highs as well. Taken together, the moves suggest investors are reassessing risk rather than reacting

Forward-looking: Researchers at the University of California San Diego are testing whether retired smartphones can still do useful work instead of ending up as electronic waste. Working with Google, the team is trying to turn retired Pixel smartphones into a low-cost data center. The goal is to keep working hardware in use instead of throwing it out after a few upgrade cycles.

Google Research frames the project around "embodied carbon,

Rumor mill: SK Hynix is moving closer to its next step in NAND scaling, with plans to bring its 375-layer flash memory into mass production by the end of 2026. The company has already completed verification, clearing a key hurdle before volume production. The move marks progress in vertical memory design and also points to the limits of increasing layer counts.

According to sources interviewed by The Elec

Bottom line: The math behind AI subscriptions is starting to look uncomfortable. Flat monthly pricing helped fuel the rapid adoption of tools like ChatGPT and Claude, but new analysis suggests those fees may not come close to covering the actual cost of heavy use. As users push these systems harder and more demanding AI workflows take hold, the gap between revenue and compute costs is becoming difficult to ignore.

SemiAnalysis has calculated how big that