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    NEWS TAGGED 2026
    Tuesday 17 February 2026
    Samsung accelerates HBM hybrid bonding line to meet Nvidia demand
    Samsung Electronics is reportedly accelerating preparations for next-generation high-bandwidth memory (HBM), moving to establish a hybrid bonding production line at its Cheonan campus...
    Monday 16 February 2026
    RAMmageddon? AI-driven memory shortage sends DRAM prices 'parabolic'

    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,...

    Monday 16 February 2026
    AI supply chain tracker: Power, substrate, and thermal split on momentum
    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...
    Monday 16 February 2026
    Memory and CPU price hike could drive 10–30% consumer electronics increases, AUO warns

    Rising DRAM and CPU prices are feeding through the display supply chain, with AUO estimating that end-product prices could increase by 10%...

    Monday 16 February 2026
    Apple reportedly agrees to double NAND prices from Kioxia, shifts to quarterly contract pricing

    Apple has reportedly agreed to double the unit price it pays for NAND flash from Japan's Kioxia starting in the January–March quarter,...

    Monday 16 February 2026
    Weekly news roundup: Intel resets AI PC race, backs ZAM memory play, HBM3–HBM4 battle intensifies
    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,...
    Monday 16 February 2026
    Nvidia CEO Jensen Huang skips India AI Impact Summit citing unforeseen circumstances
    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…...
    Monday 16 February 2026
    India fines Intel over discriminatory warranty policy
    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...
    Sunday 15 February 2026
    Taiwan's January exports jump nearly 70% on AI server boom, boosting 2026 growth optimism and tech defense push
    Taiwan's export value in January 2026 surged 69.9% year-on-year, surpassing the NT$2 trillion (US$63.7 billion) mark for the first time, largely due to differences in the number of...
    Sunday 15 February 2026
    Column: US NDAA opens new defense manufacturing opportunities for Taiwan firms
    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...
    Sunday 15 February 2026
    Why is TSMC spending $45bn so early?

    Taiwan Semiconductor Manufacturing Co. (TSMC) has greenlit a massive $44.96 billion capital budget following a historic board meeting in Kumamoto,...

    Saturday 14 February 2026
    World's largest GaAs foundry sees 2–3x surge from 1.6T optical boom
    GaAs foundry leader Win Semiconductor forecasts explosive growth in the 1.6T optical communication module market in 2026, expecting a 2-3x increase in demand driven by satellite and...
    Saturday 14 February 2026
    Nvidia deepens South Korea ties in smart factory push
    Nvidia outlined its role in advancing two major manufacturing trends—AI Factory and Physical AI—at SEMICON Korea 2026, emphasizing that it views South Korea as an important...
    Saturday 14 February 2026
    Commentary: Foxtron targets 1,500 Bria deliveries by 1Q26 amid Luxgen acquisition
    One of the biggest stories in Taiwan's auto market toward the end of 2025 is Foxtron's official announcement to acquire 100% of Luxgen, with the deal expected to close in the first...
    Saturday 14 February 2026
    WD says 2026 capacity sold out as HDD prices post sharpest rise in two years

    Hard disk drive (HDD) contract prices rose approximately 4% sequentially following the conclusion of fourth-quarter 2025 negotiations,...

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    iTCAjBest AI Awards 2026
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook