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.

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.”

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.