Technology 23 January 2026

Lam Research (LRCX) slips for a second day — 3 things to watch before Monday
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Lam Research (LRCX) slips for a second day — 3 things to watch before Monday

Lam Research fell 2.17% to $233.89 Friday, extending a two-day slide after hitting a 52-week high Wednesday. Chip stocks stayed under pressure following a hotter-than-expected U.S. wholesale inflation report and Nvidia’s recent drop. The Philadelphia semiconductor index fell about 3% Thursday. Investors await Lam’s March conference appearances and next week’s U.S. jobs data.
February 28, 2026
Taiwan’s president to Arizona senator: Expect more TSMC chip investment after tariff cut
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Taiwan’s president to Arizona senator: Expect more TSMC chip investment after tariff cut

Taiwan President Lai Ching-te told Arizona Senator Ruben Gallego he wants more chipmaking and R&D in Phoenix, following a new U.S.-Taiwan deal cutting tariffs to 15% and pledging $500 billion in investment and credit. Lai cited TSMC’s $165 billion Arizona project and pressed for double-tax relief, while warning against China’s “red lines,” according to Taiwanese media.
January 23, 2026
Tesla pulls Autopilot from new U.S. and Canada cars, pushing $99-a-month Full Self-Driving
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Tesla pulls Autopilot from new U.S. and Canada cars, pushing $99-a-month Full Self-Driving

Tesla has removed its basic Autopilot system from new U.S. and Canadian orders, leaving only adaptive cruise control as standard. Starting Feb. 14, the Full Self-Driving (Supervised) package will be available by subscription only, ending the $8,000 one-time purchase. The move comes as California regulators pressure Tesla to change its Autopilot marketing.
January 23, 2026
Musk’s Starlink is spreading on planes — but Ryanair says the math won’t work
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Musk’s Starlink is spreading on planes — but Ryanair says the math won’t work

Ryanair CEO Michael O’Leary rejected Starlink’s in-flight Wi-Fi, citing higher fuel use and low demand from budget passengers. Elon Musk and O’Leary clashed publicly as major long-haul airlines sign deals for faster satellite internet to attract premium travelers. The cost per aircraft can reach $170,000. Full-service carriers push Wi-Fi as essential, while low-cost rivals focus on keeping expenses down.
January 23, 2026
Lenovo wants more AI model partners than Apple as it rolls out Qira, CFO says
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Lenovo wants more AI model partners than Apple as it rolls out Qira, CFO says

Lenovo CFO Winston Cheng said at Davos the company is seeking partnerships with multiple large language model providers to power its devices and will pass higher memory chip costs to customers. Lenovo’s January deal with Nvidia targets faster rollout of liquid-cooled AI data center systems. Cheng named potential AI partners in Saudi Arabia, Europe, and China. He warned of an AI bubble in market valuations.
January 23, 2026
Ofcom probes Meta over WhatsApp Business data — why the UK is digging in now
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Ofcom probes Meta over WhatsApp Business data — why the UK is digging in now

Britain’s Ofcom has opened an investigation into Meta over possibly incomplete or inaccurate data provided about WhatsApp Business in response to statutory information requests. The regulator said the requests, issued in 2024 and 2025, are critical for its review of the business messaging market. Meta said it will cooperate fully. Ofcom has not specified what information may be missing or when the probe will conclude.
January 23, 2026
Malaysia lifts Grok ban after X adds safety fixes for Musk’s AI chatbot
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Malaysia lifts Grok ban after X adds safety fixes for Musk’s AI chatbot

Malaysia lifted its ban on xAI’s Grok chatbot after X added new safety and security measures, the communications regulator said Friday. The move follows reports Grok generated about 3 million sexualised images in 11 days, including images likely depicting children, after an image-editing feature launched. Authorities said they will keep monitoring compliance and may review licensing thresholds for online platforms.
January 23, 2026
UK’s £1bn AI data centre thrown into doubt after ministers concede ‘serious error’
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UK’s £1bn AI data centre thrown into doubt after ministers concede ‘serious error’

The UK High Court has allowed a legal challenge to proceed against government approval of a £1 billion, 90-megawatt data centre in Buckinghamshire. Officials admitted the project’s climate safeguards were not secured, agreeing the planning consent should be quashed. The case will move to a full hearing later this year. Developer Greystoke Land maintains the approval was valid.
January 23, 2026
Sberbank jumps into Russia’s chip race with Element stake — and Rostec won’t sell
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Sberbank jumps into Russia’s chip race with Element stake — and Rostec won’t sell

Sberbank bought a 41.9% stake in microelectronics maker Element for 27 billion roubles ($355.7 million), surpassing Rostec’s 41.6% holding. The deal sets up a control struggle between the state-owned bank and the defense conglomerate. Sberbank acquired the shares from Sistema and other minority holders and plans a buyout offer. All three firms face Western sanctions over the Ukraine war.
January 23, 2026
Intel stock sinks on weak Q1 forecast as AI server chip supply crunch bites
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Intel stock sinks on weak Q1 forecast as AI server chip supply crunch bites

Intel forecast first-quarter revenue of $11.7 billion to $12.7 billion, missing Wall Street estimates and citing supply constraints for server CPUs amid surging AI data center demand. Shares dropped sharply in after-hours trading. Executives said factory capacity could not quickly shift to meet data center needs. Intel’s adjusted earnings per share are projected to be near break-even.
January 23, 2026
TikTok avoids U.S. ban with Oracle-led joint venture deal — here’s who owns what now
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TikTok avoids U.S. ban with Oracle-led joint venture deal — here’s who owns what now

ByteDance said Friday it will shift TikTok’s U.S. operations to a new joint venture, with Oracle, Silver Lake, and MGX each taking 15% stakes and ByteDance retaining 19.9%. The venture will control U.S. user data on Oracle’s cloud and oversee TikTok’s algorithm security. Adam Presser was named CEO. Both U.S. and Chinese officials approved the deal.
January 23, 2026
Google Pixel “Take a Message” bug may leak your background audio — Google investigates
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Google Pixel “Take a Message” bug may leak your background audio — Google investigates

Google is investigating reports that its Pixel “Take a Message” feature may transmit users’ background audio to callers after missed calls. Some Reddit users say they heard room noise instead of a voicemail greeting on certain Pixel models. Google confirmed the feature is available on Pixel 4 and newer in the US, UK, Ireland, and Australia. The company says it is actively investigating the issue.
January 23, 2026
Apple’s AI pin: Report says AirTag-sized wearable could arrive in 2027 as Siri turns into a chatbot
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Apple’s AI pin: Report says AirTag-sized wearable could arrive in 2027 as Siri turns into a chatbot

Apple is developing an AI-powered wearable pin, similar in size to an AirTag, with a possible launch in 2027, The Information reported. The project remains in early stages and could be canceled. The report comes as Apple works on a major Siri upgrade using Google’s Gemini AI models. Apple has not commented on the device or the Siri update.
January 23, 2026
Samsung’s Galaxy Z TriFold hits U.S. Samsung stores for demos — but you still can’t buy it yet
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Samsung’s Galaxy Z TriFold hits U.S. Samsung stores for demos — but you still can’t buy it yet

Samsung began showcasing its Galaxy Z TriFold phone at seven U.S. stores on Jan. 23, ahead of a wider release set for Q1 2026. The tri-folding device opens to a 10-inch display and will launch in Korea at 3.59 million won ($2,440) on Dec. 12, 2025. U.S. pricing and sale date remain unannounced. The in-store demo is hands-on only, with no sales yet.
January 23, 2026
Google AI Mode in Search taps Gmail and Photos for answers — what users are opting into
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Google AI Mode in Search taps Gmail and Photos for answers — what users are opting into

Google has launched a “Personal Intelligence” feature in Search, letting AI Mode access Gmail and Google Photos for personalized results. The rollout is limited to U.S. Google AI Pro and AI Ultra subscribers using Search Labs in English. Google says full inboxes and photo libraries aren’t used for AI training but warns of possible errors and higher data use. Workspace and education accounts are excluded.
January 23, 2026
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