In an illustration of the severity of the current memory shortage, HP Inc. CFO Karen Parkhill said that RAM has gone from accounting for “roughly 15 percent to 18 percent” of HP PCs’ bill of materials in its fiscal Q4 2025 to “roughly 35 percent” for the rest of the year.

Parkhill was speaking during HP’s Q1 2026 earnings call, where the company said it expects the total addressable market for its Personal Systems business to decline by double digits this calendar year, as higher prices hurt customer demand.

“We have seen memory costs increase roughly 100 percent sequentially, and we do forecast that to further increase as we move into the fiscal year,” Parkhill said, per a transcript of the call by Seeking Alpha.

HP expects its financials to be most severely impacted by the RAM shortage in the second half of its fiscal year.

“We are seeing increased input costs driven primarily by the rising prices of DRAM and NAND,” Bruce Broussard, HP’s interim CEO and director, said. “We expect this volatility to remain throughout fiscal [year 2026] and likely into fiscal [year 2027].”

RAM shortage drives higher prices, lower specs

HP’s CFO noted that a third of the margin for HP’s Personal Systems business comes from non-RAM-related categories, including IT services and peripherals. However, HP has also raised PC prices to keep making money while paying significantly more for RAM.

https://arstechnica.com/gadgets/2026/02/ram-now-represents-35-percent-of-bill-of-materials-for-hp-pcs/

Paramount Skydance increased its bid for Warner Bros. Discovery (WBD) from $30 per share to $31 per share, WBD said today. Amid a competing offer from Netflix for WBD’s movie studios and streaming businesses, WBD said that Paramount’s new bid “could reasonably be expected to lead to a ‘Company Superior Proposal.’”

Under its revamped offer, Paramount would also pay the $7 billion regulatory termination fee that would arise should a Paramount-WBD merger fail to close due to antitrust regulation.

The company owned by David Ellison also said it would pay $0.25 per share for every day the deal doesn’t close, starting on September 30, rather than the previous start date of December 31.

Paramount previously agreed to pay the $2.8 billion termination fee that WBD would be subject to if it canceled its merger deal with Netflix.

Netflix has offered $27.75 per share for a smaller part of WBD’s overall business. Netflix is looking to pay all-cash for WBD’s film studios, intellectual property, HBO, and streaming services, including HBO Max, but not any of WBD’s other cable channels.

WBD’s board has not decided if Paramount’s revamped offer is better than what Netflix has offered. If the board makes that determination, Netflix will have four days to present a better offer.

It’s unclear if Netflix would be willing to pay more for WBD’s streaming and movie businesses than what it’s already offered. The streaming giant hasn’t commented on Paramount’s new offer yet, but on Friday, co-CEO Ted Sarandos told Variety that the people in charge of Netflix are “super-disciplined buyers.”

“We have a reputation for such so that I’m willing to walk away and let someone else overpay for things. We have a rich history of that,” he added.

Regardless of the ultimate buyer, any WBD merger is expected to face intense regulatory scrutiny, lead to higher subscription prices, and have a lasting impact on Hollywood.

https://arstechnica.com/gadgets/2026/02/paramount-increases-its-warner-bros-discovery-bid-by-1-per-share/

DJI, the most popular consumer drone maker, is suing over the Federal Communications Commission (FCC)’s import ban against new, foreign-made drones, which has been in effect since December 23, 2025.

On Tuesday, the Shenzhen-headquartered company filed a petition [PDF] with the US Court of Appeals for the Ninth Circuit that seeks to overturn the FCC’s decision to list DJI on its Covered List. The Covered List includes communications equipment and services that are “deemed to pose an unacceptable risk to the national security of the United States or the security and safety of United States persons,” per the FCC.

In its petition dated February 20, 2026, DJI said:

Petitioners seek review of the Ruling on the ground that the FCC exceeded its statutory authority, failed to observe statutorily required procedures, and violated the Fifth Amendment when it purported to add DJI’s products to the Covered List. Petitioners respectfully request his Court hold unlawful, vacate, enjoin, and set aside the Ruling and grant any other relief that the Court finds proper.

In January, the FCC exempted a limited number of foreign-made drones, including some coming from Europe, until the end of this year. The FCC also provided exemptions for some foreign-made critical drone components, including those from Japanese companies Sony and Panasonic, and South Korean company Samsung. The FCC hasn’t exempted any drones or drone parts made in China.

In a December 22 statement, the FCC said that “criminals, hostile foreign actors, and terrorists can use [drones] to present new and serious threats to our homeland.” The FCC said at the time that it made its decision about the ban after a review by an Executive Branch interagency body review that it said had “appropriate national security expertise” and “was convened by the White House.”

DJI reportedly requested that the US government audit its devices multiple times before the US issued the import ban.

In a company statement shared with Bloomberg today, DJI said:

Despite repeated efforts to engage with the government, DJI has never been given the chance to provide information to address or refute any concerns. These procedural and substantive deficiencies violate the Constitution and federal law.

In a statement to Reuters today, DJI also said that the FCC’s decision “carelessly restricts DJI’s business in the US and summarily denies U.S. customers access to its latest technology.”

https://arstechnica.com/gadgets/2026/02/dji-sues-the-fcc-for-carelessly-restricting-its-drones/

Su said the warrant structure would help “make sure that we are always a clear seat at the table when [Meta] are thinking about what they need next.”

Meta’s chief executive Mark Zuckerberg said he expected AMD to be “an important partner for many years to come.”

Meta has said that it will almost double its AI infrastructure spending this year to as much as $135 billion, as US tech giants rush to build the data centers to train and run AI software. It is already one of AMD’s biggest AI chip customers.

“We don’t believe that a single silicon solution will work for all of our workloads,” said Santosh Janardhan, Meta’s head of infrastructure. “There’s a place for Nvidia, there’s a place for AMD and… there’s a place for our own custom silicon as well. We need all three.”

Under the deal, AMD will build a custom version of its MI450 AI chips for Meta. They will be used primarily for “inference” workloads, the process of running models after they have been trained.

The chips need 6 gigawatts of power—equivalent to the amount required by 5 million US households for a year.

Increasingly creative funding arrangements to support massive AI infrastructure build-outs have emerged in recent years, leading to warnings about circular financing.

AMD has, for example, helped data center builder Crusoe secure a $300 million loan from Goldman Sachs by offering a backstop guaranteeing the use of its chips if Crusoe is unable to find customers after installing them in an Ohio facility.

Tech giants such as Meta, historically flush with cash, are meanwhile facing the prospect of tapping bond and equity markets or stemming capital returns to shareholders to help fund their unprecedented infrastructure plans. The Facebook and Instagram parent raised $30 billion in October, marking its biggest bond sale to date.

© 2026 The Financial Times Ltd. All rights reserved. Not to be redistributed, copied, or modified in any way.

https://arstechnica.com/ai/2026/02/meta-could-end-up-owning-of-10-amd-in-new-chip-deal/

Panasonic, once revered for its plasma TVs, is giving up on making its own TV sets. Today, it announced that Chinese company Skyworth will take over manufacturing, marketing, and selling Panasonic-branded TVs.

Skyworth is a Shenzhen-headquartered TV brand. The company claims to be “a top three global provider of the Android TV platform.” In July, research firm Omdia reported that Skyworth was one of the top-five TV brands by sales revenue in Q1 2025; however, Skyworth hasn’t been able to maintain that position regularly.

Panasonic made its announcement at a “launch event,” FlatpanelsHD reported today. During the event, a Panasonic representative reportedly said:

Under the agreement the new partner will lead sales, marketing, and logistics across the region, while Panasonic provide expertise and quality assurance to uphold its renowned audiovisual standards with full joint development on top-end OLED models.

Panasonic also said that it will provide support “for all Panasonic TVs sold up to March 2026 and all those available from April.”

Skyworth-made Panasonic TVs will be sold in the US and Europe. In the latter geography, the companies are aiming for double-digit market share.

Panasonic’s wavering TV business

Panasonic has been wavering on its commitment to the TV business for at least 12 years.

When plasma ruled the living room, Panasonic dominated the market. In 2010, Panasonic controlled 40.7 percent of the plasma panel market, beating Samsung (33.7 percent) and LG (23.2 percent), according to research from consultancy DisplaySearch. But in March 2014, Panasonic quit making plasma TVs, pointing to increasing interest in flat-screen LCD TVs and economic challenges derived from the bankruptcy of global investment bank Lehman Brothers. At the time, Panasonic reportedly hadn’t made money off of its popular, high-contrast plasma TVs for years.

https://arstechnica.com/gadgets/2026/02/panasonic-the-former-plasma-king-will-no-longer-make-its-own-tvs/

Some of the changes—like the removal of individual worlds from the VR store—are presented by the company as efforts to make the store a better discovery platform for third-party developers.

In general, Meta frames many of its recent moves as a pivot away from first-party development of VR experiences to a focus on a third-party developer ecosystem, with stats like “86% of the effective time people spend in their VR headsets is with third-party apps.”

“We’ll continue to support the third-party community through strategic partnerships and targeted investments—as we have since the beginning,” writes Meta Reality Labs VP of Content Samantha Ryan.

Meta launched a Horizon Worlds mobile app last year and found it attracted an influx of new users interested in the service’s social gaming aspects, except for the VR element. It seems that the mobile launch was successful enough to merit focusing the entire service on that platform and audience, rather than shutting it down amid the other closures of internal content projects.

As far as we know, Meta plans to continue to design, make, and sell VR hardware and maintain the storefronts that third-party developers sell on for those platforms. It won’t make much content in-house, and you don’t see much talk about the promise of an all-encompassing, transformational metaverse anymore.

Instead, Meta’s speculative investment appears focused on smart glasses, as well as AI models, technologies, and applications.

https://arstechnica.com/gadgets/2026/02/metas-flagship-metaverse-service-leaves-vr-behind/

For people who are awful at the original Rubik’s Cube, like this author, a more accessible version of the puzzle is welcome. Solving the new Rubik’s Cube feels more attainable and less frustrating.

The WOWCube is made up of eight modules. Each module has its own PCB, processor, gyroscope, and accelerometer. That may explain why Cubios went with this smaller design. The predicament also begs the question of whether electronics really improve the Rubik’s Cube.

Games and other apps

Once I played some of the WOWCube’s other games, I saw the advantage of the smaller grid. The 2×2 layout is more appropriate for games like White Rabbit, which is like Pac-Man but relies on tilting and twisting the cube, or Ladybug, where you twist the cube to create a path for a perpetually crawling ladybug. A central module might add unneeded complexity and space to these games and other WOWCube apps, like Pixel World, which is like a Rubik’s Cube puzzle but with images depicting global landmarks, or the WOWCube implementation of Gabriele Cirulli’s puzzle game, 2048.

One of the “games” makes the WOWCube look like a virtual aquarium.

Scharon Harding

One of the “games” makes the WOWCube look like a virtual aquarium. Scharon Harding

The Ladybug game.

Scharon Harding

The Ladybug game. Scharon Harding

One of the “games” makes the WOWCube look like a virtual aquarium. Scharon Harding

The Ladybug game. Scharon Harding

At the time of writing, the WOWCube has 15 “games,” including the Rubik’s Cube puzzle. Most of the games are free, but some, such as Space Invaders Cubed ($30) and Sunny Side Up ($5), cost money.

Unlike the original Rubik’s Cube, which is content to live on your shelf until you need a brain exercise or go on a road trip, the WOWCube craves attention with dozens of colorful screens, sound effects, and efforts to be more than a toy.

With its Widgets app open, the cube can display information, like the time, temperature, and alerts, from a limited selection of messaging apps. More advanced actions, like checking the temperature for tomorrow or opening a WhatsApp message, are unavailable. There’s room for improvement, but further development, perhaps around features like an alarm clock or reminders, could turn the WOWCube into a helpful desk companion.

https://arstechnica.com/gadgets/2026/02/rubiks-wowcube-adds-complexity-possibility-by-reinventing-the-puzzle-cube/

The 26.4 update is the first to begin testing encryption for RCS messages. But as with the initial RCS rollout, Apple is moving slowly and deliberately: for now, encrypted RCS messaging only works when texting between Apple devices, and not between Apple devices and Android phones. The feature also won’t be included in the final 26.4 release—it’s only included in the betas for testing purposes, and it “will be available to customers in a future software update for iOS, iPadOS, macOS, and watchOS.”

Encrypted iMessage and RCS chats will be labeled with a lock icon, much like how most web browsers label HTTPS sites.

To support encrypted messaging, Apple will jump from version 2.4 of the RCS Universal Profile to version 3.0. This should also enable support for several improvements in versions 2.5, 2.6, and 2.7 of the RCS standard, including previously iMessage-exclusive things like editing and recalling messages and replying to specific messages inline.

The return of the “Compact” Safari tab bar

The Compact tab view returns to Safari 26.4 and iPadOS 26.4.

Credit: Andrew Cunningham

As part of the macOS 12 Monterey/iPadOS 15 beta cycle in 2021, Apple attempted a pretty radical redesign of the Safari browser that combined your tabs and the address bar into one, with the goal of increasing the amount of viewable space on the pages you were viewing. By the time both operating systems were released to the public, Safari’s default design had more or less reverted to its previous state, but the “compact” tab view lived on as an optional view in the settings for those who liked it.

Tahoe, the Safari 26 update, and iPadOS 26 all removed that Compact view entirely, though a version of the Compact view became the default for the iPhone version of Safari. The macOS 26.4, Safari 26.4, and iPadOS 26.4 updates restore the Compact tab option to the other versions of Safari.

On-by-default Stolen Device Protection

Originally introduced in the iOS 17.3 update, Apple’s “Stolen Device Protection” toggle for iPhones added an extra layer of security for users whose phones were stolen by people who had learned their passcodes. With Stolen Device Protection enabled, an iPhone that had been removed from “familiar locations, such as home or work” would require biometric Face ID or Touch ID authentication before accessing stored passwords and credit cards, erasing your phone, or changing Apple Account passwords. Normally, users can enter their passcodes as a fallback; Stolen Device Protection removes that fallback.

https://arstechnica.com/gadgets/2026/02/5-changes-to-know-about-in-apples-latest-ios-macos-and-ipados-betas/

It’s that time of year—a new budget Pixel phone is about to hit virtual shelves. The Pixel 10a will be available on March 5, and pre-orders go live today. The 9a will still be on sale for a while, but the 10a will be headlining Google’s store. However, you might not notice unless you keep up with the Pixel numbering scheme. This year’s A-series Pixel is virtually identical to last year’s, both inside and out.

Last year’s Pixel 9a was a notable departure from the older design language, but Google made few changes for 2026. We liked that the Pixel 9a emphasized battery capacity and moved to a flat camera bump, and this time, it’s really flat. Google says the camera now sits totally flush with the back panel. This is probably the only change you’ll be able to identify visually.

Google also says the new Pixel will have a slightly upgraded screen. The resolution, size, and refresh rate are unchanged, but peak brightness has been bumped from 2,700 nits to 3,000 nits (the same as the base model Pixel 10). Plus, the cover glass has finally moved beyond Gorilla Glass 3 to Gorilla Glass 7i, which supposedly has improved scratch and drop protection.

Credit: Google

Google notes that more of the phone is constructed from recycled material, 100 percent for the aluminum frame and 81 percent for the plastic back. There’s also recycled gold, tungsten, cobalt, and copper inside, amounting to about 36 percent of the phone’s weight. The phone also continues to have a physical SIM slot, which was removed from the Pixel 10 series last year. The device’s USB-C 3.2 port can also charge slightly faster than the 9a (30 W versus 23 W), and wireless charging has gone from 7.5 W to 10 W. There are no Qi2 magnets inside, though.

Internally, the Pixel 10a is even more like its predecessor. Unlike past A-series phones, this one doesn’t have the latest Tensor chip—it’s sticking with the same Tensor G4 from the 9a. That’s a bummer, as the G5 was a bigger leap than most of Google’s chip upgrades. The company says it stuck with the G4 to “balance affordability and performance.”

https://arstechnica.com/gadgets/2026/02/googles-pixel-10a-arrives-on-march-5-for-499-with-specs-and-design-of-yesteryear/

Earlier this month, Valve announced it was delaying the release of its new Steam Machine desktop and Steam Frame VR headset due to memory and storage shortages that have been cascading across the PC industry since late 2025. But those shortages are also coming for products that have already launched.

Valve had added a note to its Steam Deck page noting that the device would be “out-of-stock intermittently in some regions due to memory and storage shortages.” None of Valve’s three listed Steam Deck configurations are currently available to buy, nor are any of the certified refurbished Steam Deck configurations that Valve sometimes offers.

Valve hasn’t announced any price increases for the Deck, at least not yet—the 512GB OLED model is still listed at $549 and the 1TB version at $649. But the basic 256GB LCD model has been formally discontinued now that it has sold out, increasing the Deck’s de facto starting price from $399 to $549. Valve announced in December that it was ending production on the LCD version of the Deck and that it wouldn’t be restocked once it sold out.

The Steam Deck’s hardware is four years old this month, and faster hardware with better chips and higher-resolution screens have been released in the years since. But those Ryzen Z1 and Z2 chips aren’t always dramatically faster than the Deck’s semi-custom AMD chip; many of those handhelds are also considerably more expensive than the OLED Deck’s $549 starting price. When it’s in stock, the Deck still offers compelling performance and specs for the price.

https://arstechnica.com/gadgets/2026/02/valves-steam-deck-intermittently-out-of-stock-as-ram-shortage-drags-on/