Tech news picked on 2026-07-19
TSMC Smiles While Valve Screams, and the Supercycle's Bill Arrives as Hardware
- In the week TSMC reported Q2 revenue up 36% year over year, Valve engineers said the memory crisis is still worsening and a Steam Machine priced above 1,000 could rise further.
- The supercycle's profits go to the foundry, while its costs go to the hardware team's BOM.
- Since even Valve cannot secure memory at the price it wants, a new hardware team's real weapon is a design that runs on less DRAM, not purchasing power.
The Future of Jewelry Where AI Meets Tradition
- AI jewelry company Rehosha's brand Miss Green achieved three consecutive sell-outs on home shopping.
- Although the combination of 48 years of manufacturing technology and the AI design solution Chromaki is emphasized, home shopping is a channel where programming and hosts push initial stock, making it difficult to know what actually sold.
- If AI design is the real weapon, it will first appear in repeat purchases and sales outside home shopping.
Surviving the Talent War in the AI Era
- This is a recruitment story emphasizing the need to hire people with problem-defining skills and business understanding in the AI era.
- While resume screening can be quickly automated, problem-defining skills are hard to verify before solving actual tasks.
- Recruitment tools may change rapidly, but establishing reliable evaluation procedures takes much longer.
- In small teams, a short, practical task often reveals more than multiple interviews.