DigiTimes Nachrichten

 

The global memory industry is facing its most severe supply crunch in more than a decade. DRAM and NAND prices are rising at record speed, while high-bandwidth memory capacity is increasingly absorbed by artificial intelligence data centers....

Revenue data for January 2026 highlights uneven momentum across Taiwan's AI server supply chain, spanning power, substrate, and thermal management suppliers, and reflects shifting demand patterns, product mix upgrades, and capacity constraints....

Taiwan's small and medium enterprises — the backbone of the island's economy — are getting a major government push into the AI era. On February 12, the Ministry of Economic Affairs (MOEA) unveiled a four-part plan to help SMEs adopt AI and navigate a world reshaped by labor shortages and supply chain upheaval. The roadmap goes beyond broad ambition, laying out concrete measures industry by industry, with a clear goal: break through the bottlenecks that have long stalled transformation....

The memory shortage and price surge have disrupted smartphone shipments, VisEra Technologies — a TSMC-affiliated optical component maker — warned, noting the global smartphone market is entering an adjustment phase as end-market demand forecasts grow more conservative. Mid- to low-tier models are expected to face initial shipment cuts....

Rising DRAM and CPU prices are feeding through the display supply chain, with AUO estimating that end-product prices could increase by 10% to 30%. While LCD panel prices have firmed on tighter supply, upstream semiconductor cost inflation is reducing demand visibility for consumer electronics in 2026....

OpenAI has hired Peter Steinberger, founder of open-source AI agent OpenClaw, signalling a strategic shift toward autonomous personal AI agents as a core product focus....

China's leading domestic GPU makers Moore Threads, MetaX, Iluvatar CoreX, and Biren Technology remained on standby during the Lunar New Year to adapt their chips to newly released large models....

The Pentagon briefly published an updated list of Chinese companies alleged to have ties to the People’s Liberation Army, then withdrew it within an hour. The episode highlights Washington’s attempt to ease trade tensions with Beijing while maintaining pressure on technology and national security ahead of an expected April meeting between President Donald Trump and Xi Jinping....

Apple has reportedly agreed to double the unit price it pays for NAND flash from Japan's Kioxia starting in the January–March quarter, with supply contracts moving to quarterly price adjustments linked to market conditions....

RISC-V gains traction in automotive and industrial markets despite ecosystem risks, while India's tech landscape sees heightened AI, semiconductor and smartphone activity—from Phison Electronics CEO Khein-seng Pua meeting Narendra Modi and Anthropic's trademark dispute, to Xiaomi's premium push, the launch of PRITVI-ACE by Centre for Development of Advanced Computing, expanded deep tech support, and an arbitration case between Wingtech Technology and Luxshare Precision...

Below are the most-read DIGITIMES Asia stories in the week of February 9 to February 16, 2026. This week's coverage spans HBM3 and HBM4 capacity shifts, AI PC market share changes, alternative memory architecture development, foundry strategy resets, and executive leadership moves at TSMC. Together, these stories track how AI-driven demand is reshaping memory supply, chip architecture strategy, and global semiconductor expansion....

On February 12, 2026, the Competition Commission of India (CCI) issued a formal order under Section 27 of the Competition Act, 2002, imposing a penalty of INR273.8 million (US$3.02 million) on Intel Corporation. The regulator found the technology giant in contravention of provisions of Section 4 of the Act, which pertains to the abuse of a dominant market position....

India is positioning artificial intelligence at the center of its technology and geopolitical strategy as it prepares to host the India AI Impact Summit....

Nvidia has not disclosed a detailed reason for Chief Executive Jensen Huang skipping the India AI Impact Summit in New Delhi this week, saying only that he is "unable to travel… due to unforeseen circumstances."...

Ahead of the India AI Impact Summit in New Delhi from February 16–20, 2026, OpenAI CEO Sam Altman said India has the potential to become a "full-stack AI leader," arguing the country possesses the talent, national ambition, and public optimism needed to lead across the artificial intelligence value chain....

In the final days before the Lunar New Year, a series of high-resolution satellite images began circulating on Taiwanese social media. They showed Barcelona Airport, Tokyo's National Stadium, Taiwan's coastline, science parks, and ports....

The 2026 US National Defense Authorization Act (NDAA), signed at the end of 2025, introduces significant new business prospects for Taiwanese companies by emphasizing Taiwan's security and cooperation in defense procurement. Key provisions include a US$1 billion Taiwan security cooperation initiative and authorization for the US Department of Defense (DoD) to establish a joint unmanned systems program with Taiwan starting March 1, 2026, focusing on co-developing drones and counter-drone technologies....

Joseph Liow, dean of the Lee Kuan Yew School of Public Policy at the National University of Singapore, said in a recent public lecture that technology is no longer merely an engine of economic growth but has become a core instrument in great-power competition. For Taiwan, which sits at the center of the semiconductor industry and global supply chains, Liow said the rules of competition have fundamentally changed....

CXMT, a leading Chinese DRAM maker, is expanding aggressively but faces significant production and regulatory hurdles, ChosunBiz reported, citing industry sources. Despite rising global memory demand, the company's wafer output has hit capacity limits, with yield issues and US export restrictions constraining further growth....

Demand for AI servers' power management chips is surging, tightening supply and demand in the 8-inch wafer foundry market. Powerchip Semiconductor Manufacturing Corporation (PSMC) plans to raise prices for 8-inch power device foundry services starting in March....