Market Overview - Major indices showed mixed performance with the STAR 50 up by 0.99%, ChiNext Index up by 0.31%, and the Shanghai Composite Index up by 0.05% [1] - TMT sector led the gains with SW Electronic Chemicals III increasing by 8.46%, SW Semiconductor Equipment by 7.00%, and SW Semiconductor Materials by 4.49% [1] - Conversely, TMT sector faced declines with SW Panels down by 2.43%, SW Brand Consumer Electronics down by 2.17%, and SW Robotics down by 1.79% [1] Domestic News - Shanghai Microelectronics transferred 100% equity of Weiyao Industrial for 228.5 million yuan to strengthen its core focus on lithography machine R&D [2] - The Ministry of Commerce announced an anti-dumping investigation on imported dichlorodihydrosilane from Japan, crucial for chip manufacturing processes [2] - Sunlord Electronics indicated plans to renegotiate pricing with clients due to significant increases in precious metal prices [2] - Silan Microelectronics' 8-inch SiC power device chip production line is set to ramp up production capacity to 420,000 pieces annually by 2026-2028 [2] Overseas News - Marvell announced the acquisition of XConn Technologies for approximately $540 million, expecting revenue contributions starting in the second half of fiscal 2027 [3] - Qualcomm launched the Snapdragon X2 Plus PC chip, featuring a 35% increase in single-core performance and a 43% reduction in power consumption compared to its predecessor [3] - South Korea's semiconductor industry saw exports reach $173.4 billion, a year-on-year increase of 22.2%, accounting for 24.4% of the nation's total exports [3] AI Insights - MiroThinker released version 1.5, introducing interactive extensions to enhance model performance through a trial-and-error cognitive process [4] - Douyin launched the "Sui Bian" app, focusing on AI creation and character collaboration, allowing users to create and share various media formats [4] - Razer showcased its 3D holographic technology, Project AVA, which includes an AI companion capable of emotional tracking and task management [4] Industry Tracking - The "TW-4 (Xiyou Number)" satellite successfully completed ground verification and is scheduled for launch at the end of the month [5] - As of January 6, there are 394 existing patents related to embodied intelligence in China, with 75.13% being published inventions [5] - A new project for high-absorbent resin production with an annual capacity of 150,000 tons is under public notice [5] - A domestically developed brain-machine interface product completed its first clinical trial, allowing real-time interaction without external devices [5] High-Frequency Data Updates - The international DRAM spot prices showed slight increases, with DDR5 16G averaging $31.475, up by 1.29% [6] - Semiconductor material prices were reported, with 4N zinc oxide powder priced at 1.445 yuan per kilogram [7]