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.

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.

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.

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.