The Daily Tech Brief

TSMC reported its best quarter ever — 58% profit growth — and raised its 2026 outlook, signaling the AI infrastructure build-out is accelerating. Meanwhile, Meta raised Quest headset prices, blaming AI-driven memory chip shortages, marking the first time this cycle's infrastructure spending has directly hit consumer prices.

Show Notes

Two stories that connect: where AI infrastructure money is going, and how it's starting to affect the price of everything else.

TSMC record Q1: $18.2B profit (+58% YoY), 2026 revenue growth forecast raised to 30%+, capex held at $52–56B, and 165B in Arizona investment confirmed on the earnings call. Source: Reuters

Meta Quest price hike: Quest 3S up $50 to $349; Quest 3 512GB up $100 to $599. Reason cited: AI data center demand crowding out memory supply. Source: The Verge

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