Key Events of the Week: What Happened Due to the Lunar New Year holiday in Taiwan, this issue combines observations from the second and third weeks of February 2026. During these two weeks, the US technology sector did not experience a single highly dramatic event. Compared with the concentration and emotional amplification triggered by frontier AI developments earlier in the month, the market environment became more dispersed and notably calmer. The focus of discussion shifted

Key Events of the Week: What Happened In the first week of February 2026, discussion across the US technology sector showed a clear moment of convergence. Market attention was briefly pulled toward frontier AI developments, pushing conversations higher in intensity and reviving underlying anxieties about software economics and the role of platforms. This concentration was not simply technological excitement. It resembled a reflexive pause in which the market stepped back to reexamine assumptions that had

Key Events of the Week: What Happened As the US tech sector moved into the fifth week of January 2026, the conversation did not show a new directional shift. Instead, it reflected a clearer phase of confirmation. The market has begun to repeatedly test its judgments within the same underlying question framework. Technological progress continues, and investment in AI has not slowed. What has changed is the focus of attention. Rather than rushing to determine

Key Events of the Week: What Happened Last week, during the fourth week of January 2026, the focus of discussion in the US technology sector continued to narrow, gradually gradually forming a clearer basis for judgment. For several weeks in a row, the market has returned to the same underlying question. Technical leadership and model progress remain part of the conversation, but they are no longer the central issue. In this round of structural change,

Key Events of the Week: What Happened Last week, during the third week of January 2026, the focus of discussion within the US technology sector shifted in a noticeable way. Market attention was no longer centered solely on which new products companies had released or how much model performance had improved. Instead, the conversation began to move toward a different level. The central question became which technological capabilities were being incorporated into long term national,