Below are the most-read DIGITIMES Asia stories from the week of Feb 3 - Mar 1, 2026.

The memory market is no longer just a component story — it is becoming a fault line running through the entire tech industry. As AI infrastructure buildout accelerates, cloud and data-center operators are consuming DRAM and NAND at a pace that is crowding out smartphone makers, distorting foundry economics, and forcing chipmakers to rethink how they secure supply. The consequences are rippling from factory floors in Asia to boardrooms in Silicon Valley.

Google has announced that robotics software company Intrinsic will join its operations as a distinct unit within the company, a move aimed at accelerating the deployment of artificial intelligence in physical systems such as industrial robotics. The integration reflects Google's effort to extend AI beyond digital applications into real-world environments and scale practical physical automation solutions.

Nvidia's next-generation Vera Rubin platform has moved from public unveiling to early customer sampling, with the company projecting a broader production ramp later this year. Both the company and its partners, however, face a complex array of engineering, supply-chain, and data center infrastructure challenges before Rubin can displace prior architectures as the industry standard for large-scale artificial intelligence.

Fitipower, a Taiwanese driver IC and semiconductor supplier, offered a cautiously optimistic outlook for 2026 during its February 25 investor briefing. Chairman Young Lin said the company expects full-year performance to surpass 2025, with growth increasingly coming from non-display IC applications, including AI SoCs and edge computing solutions.

Despite no signs of a slowdown in AI infrastructure investments by global cloud service providers (CSPs), debates about a potential AI bubble persist. BizLink CEO Felix Teng emphasized that the focus should shift from AI itself to the underlying demand for computing power and the broader infrastructure investment cycle.

A newly announced agreement between OpenAI and the US Department of Defense underscores a growing divide in the AI sector—not over whether military cooperation should exist, but over who ultimately governs the limits of how advanced AI systems are used in classified environments.

OpenAI's newly announced US$110 billion funding round underscores a structural shift in the AI industry, where long-term capital endurance and ecosystem diversification may increasingly determine leadership more than model performance alone.

US cloud service providers (CSP) continue to invest heavily in artificial intelligence (AI), with Nvidia's latest fourth-quarter fiscal 2026 earnings report showing record-high revenue, highlighting ongoing strong demand for AI infrastructure. Benefiting from the AI boom, Wiwynn reported consolidated revenue of NT$950.66 billion (US$30.46 billion) in 2025, up 163.7% year over year, with AI products accounting for more than half of sales.

Since mid-February, Meta Platforms has unveiled multi-year strategic partnerships with leading chipmakers Nvidia and AMD, underscoring an ambitious US$100 billion capital expenditure plan for 2026. The investment signals more than a race for computing power: it marks a decisive push to translate AI breakthroughs into scalable, real-world applications.

Anthropic PBC, a leading AI developer, has released the third version of its Responsible Scaling Policy (RSP), updating its voluntary framework for mitigating catastrophic AI risks while signaling a shift in priorities toward competitiveness and economic growth, according to a company blog post and Bloomberg reporting. The policy change comes as Anthropic navigates a growing dispute with the US Department of Defense over the use of its AI technology in military applications.

As AI dominance drives computing costs to unprecedented heights, a surprising truth is emerging at the front of quantum technology: the future of AI may depend not on replacing classical computers, but on a subtle, yet astronomically valuable, incremental improvement.

As generative AI drives rapid expansion in data centers and high-performance computing (HPC) infrastructure, the importance of interconnect technology is evolving from traditional signal transmission to power delivery and system integration. Connector and cable maker BizLink Holding has seen a significant shift in its business structure, with HPC and semiconductor segments already accounting for over 51% of total company revenue by the third quarter of 2025, reflecting growth momentum shifting toward AI infrastructure and semiconductor equipment sectors.

Nvidia's ability to sell high-performance AI chips in China has been sharply limited by US export licensing rules, which have restricted shipments of its H20 and H200 products. The controls have already forced Nvidia to take a US$4.5 billion inventory charge and have left the company uncertain about future revenue from China. Meanwhile, local competitors, some strengthened by recent IPOs, are expanding rapidly, potentially reshaping the global AI market.

OpenAI is reportedly negotiating one of the largest private financing rounds in tech history, with Amazon considering a US$50 billion investment. The potential deal underscores the escalating AI compute arms race and OpenAI's need to diversify beyond Microsoft while navigating immense operational costs and financial risks.

Taiwan-based multimedia software developer CyberLink reported its strongest revenue performance in nearly 12 years for 2025, driven by robust demand across its consumer creation and computer vision businesses. While operating profit more than doubled for the year, currency fluctuations and tax impacts weighed on net income, and the company struck a cautious tone for early 2026 amid shifting market dynamics.