Taiwan-based CviLux Corp announced on January 30, 2026, that, following a board resolution, it will publicly acquire up to 5,191,000 shares of Cystek Electronics, representing approximately 15% of its total issued shares. The public tender offer period runs from February 3, 2026, to March 10, 2026, and will proceed in accordance with relevant legal procedures.
Below are the most-read DIGITIMES stories from the week of January 16 – February 1, 2026.
India's finance ministry on February 1, 2026, unveiled the Union Budget for 2026–27, placing electronics and technology manufacturing at the heart of its growth strategy, with fresh funding for semiconductors, electronics components, and AI-linked infrastructure aimed at strengthening supply chains and boosting India's global manufacturing competitiveness.
Nvidia chief executive Jensen Huang on February 1, 2026 underscored Taiwan's central role in the global artificial intelligence supply chain, saying the company "would not be possible without Taiwan," while warning that soaring AI demand is placing unprecedented pressure on semiconductor, memory, and manufacturing capacity worldwide.
After two decades, India and the EU close an FTA deal as US's tariff policy is disrupting the global supply chain.
Taiwan has taken a significant step forward in quantum computing development. On January 29, 2026, Academia Sinica—the island's premier national research institution—announced the successful development of a 20-qubit superconducting quantum computer, marking a major milestone in the global race for quantum supremacy.
Nvidia continues to dominate the global AI accelerator market. But its technological moat is increasingly being tested from three directions.
LG Electronics is formalizing a shift in its television manufacturing strategy, extending outsourcing beyond China to Vietnam as part of a structural overhaul. The move comes as the company seeks to address intensifying global competition and weakening profitability in the TV market.
China has become the primary manufacturing and innovation hub for AI glasses, backed by an integrated supply chain. Omdia and IDC forecast global shipments exceeding 10 million units in 2026, with China holding roughly 12% market share, per Sina.
LandMark Optoelectronics Corporation (LMOC) reported strong fourth-quarter 2025 performance, driven by a sharp ramp in silicon photonics (SiPh) shipments, with all three profitability metrics rising sequentially. The company expects silicon photonics demand to remain robust, forecasting faster quarter-over-quarter revenue growth in the first quarter of 2026 than in the previous quarter. Shipments are set to sustain threefold growth, supported by planned capital spending of about NT$700 million (US$22.3 million) to expand capacity ahead of demand growth in the second half of 2027.
The AI arms race among cloud service providers (CSPs) is intensifying rapidly. Meta has announced plans to more than double its capital expenditure in 2026 compared to 2025, while Microsoft is also increasing its spending significantly. Unlike consumer electronics sectors struggling with memory shortages, neither major CSP mentioned such issues during their earnings calls.
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