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16 Feb

Weekly news roundup: Intel resets AI PC race, backs ZAM memory play, HBM3–HBM4 battle intensifies

February 16, 2026
By jeff

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.

16 Feb

Latest News and Trends

India roundup: India bets on RISC-V amid local ecosystem building

February 16, 2026
By jeff

RISC-V gains traction in automotive and industrial markets despite ecosystem risks, while India’s tech landscape sees heightened AI, semiconductor and smartphone activity—from Phison Electronics CEO Khein-seng Pua meeting Narendra Modi and Anthropic’s trademark dispute, to Xiaomi’s premium push, the launch of PRITVI-ACE by Centre for Development of Advanced Computing, expanded deep tech support, and an arbitration case between Wingtech Technology and Luxshare Precision

16 Feb

Latest News and Trends

Apple reportedly agrees to double NAND prices from Kioxia, shifts to quarterly contract pricing

February 16, 2026
By jeff

Apple has reportedly agreed to double the unit price it pays for NAND flash from Japan’s Kioxia starting in the January–March quarter, with supply contracts moving to quarterly price adjustments linked to market conditions.

16 Feb

Latest News and Trends

India has all ingredients to lead in AI, says Sam Altman before New Delhi summit

February 16, 2026
By jeff

Ahead of the India AI Impact Summit in New Delhi from February 16–20, 2026, OpenAI CEO Sam Altman said India has the potential to become a “full-stack AI leader,” arguing the country possesses the talent, national ambition, and public optimism needed to lead across the artificial intelligence value chain.

16 Feb

Latest News and Trends

Nvidia CEO Jensen Huang skips India AI Impact Summit citing unforeseen circumstances

February 16, 2026
By jeff

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.”

16 Feb

Latest News and Trends

India seeks to democratize AI resources through global commons framework

February 16, 2026
By jeff

India is positioning artificial intelligence at the center of its technology and geopolitical strategy as it prepares to host the India AI Impact Summit.

16 Feb

Latest News and Trends

Analysis: Taiwan’s Formosat-8 signals a shift beyond silicon to space power

February 16, 2026
By jeff

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.

16 Feb

Latest News and Trends

India fines Intel over discriminatory warranty policy

February 16, 2026
By jeff

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 million) on Intel Corporation. The regulator found the technology giant in contravention of provisions of Section 4 of the Act, which pertains to the abuse of a dominant market position.

15 Feb

Latest News and Trends

UMC appoints new representative as Unimicron chairman Tseng retires

February 15, 2026
By jeff

Leading IC substrate maker Unimicron Technology announced that chairman Tzyy-jang Tseng is stepping down upon reaching retirement age. The company said the leadership change was triggered by a representative change by corporate director United Microelectronics (UMC).

15 Feb

Latest News and Trends

From nanometers to nectar: the secret flavors of TSMC’s fab honey

February 15, 2026
By jeff

In a development few would associate with the world’s largest contract chipmaker, Taiwan Semiconductor Manufacturing Co. (TSMC) has expanded an environmental initiative that now encompasses roughly one million rehabilitated bees across its major Taiwan campuses.

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