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Monday 23 February 2026
Weekly news roundup: memory impacts, AI infrastructure, and policy uncertainty
Below are the most-read DIGITIMES stories from the week of February 16-22, 2026.
Monday 23 February 2026
PSMC shifts beyond mature nodes to power next wave of AI memory innovation
Powerchip Semiconductor Manufacturing Corp. (PSMC) is emerging as a central manufacturing partner in a new initiative to develop next-generation AI memory, marking a strategic shift...
Monday 23 February 2026
Jensen Huang's missed India summit and Valentine's dinner in Korea spotlight Nvidia's shifting priorities
Nvidia CEO Jensen Huang's absence from India's AI Impact Summit and his appearance at a late-night engineer gathering in California have drawn attention to the chipmaker's strategic...
Friday 20 February 2026
SK Group chairman Chey meets US tech leaders to secure core AI chip supply chain
SK Group Chairman Chey Tae-won recently traveled to the US for a series of high-level meetings with CEOs from Nvidia, Broadcom, Microsoft, Meta, and Google. The strategic focus extends...
Thursday 19 February 2026
MediaTek CEO at ISSCC: solo chip era is over, system-level efficiency is the next frontier
The rules of winning in AI are changing, and one of the semiconductor industry's most prominent executives is calling time on the old playbook.
Thursday 19 February 2026
DIGITIMES Insight: US tariff-credit design could pressure Korean memory makers to localize production
A proposed US tariff and duty-exemption framework could force Korean memory suppliers to accelerate US fab investments or risk losing AI server market share, according to DIGITIMES...
Wednesday 18 February 2026
Micron expands capacity to counter worst memory supply shortage in 40 years

Micron Technology is accelerating capacity expansion in response to what executives describe as the most severe memory supply shortage...

Wednesday 18 February 2026
Samsung advances LPDDR5X-PIM, signaling memory's new role in AI computing

Artificial intelligence is shifting the center of gravity in semiconductors. For decades, processors defined performance. Now memory bandwidth,...

Tuesday 17 February 2026
Global memory chip shortage reportedly forces Sony PlayStation and other tech launches to delay
A global shortage of memory chips is beginning to reshape product launch timelines across the tech industry, impacting everything from smartphones and laptops to gaming consoles and...
Tuesday 17 February 2026
Pentagon's brief blacklist reversal could ease US OEM access to Chinese memory suppliers, complicating Trump-Xi summit dynamics
Pentagon's brief blacklist reversal could ease US OEM access to Chinese memory suppliers, complicating Trump-Xi summit dynamicsWith President Donald Trump set to visit China in just...
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
Pentagon withdraws 1260H list adding Alibaba, BYD and Baidu, removing YMTC and CXMT

The Pentagon briefly published an updated list of Chinese companies alleged to have ties to the People’s Liberation Army, then withdrew...

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,...

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...