Market Overview - The major indices showed mixed performance with the Shanghai Composite Index up by 0.27%, Shenzhen Component up by 0.09%, while the ChiNext Index fell by 0.57% [1] - The TMT sector led the gains with SW discrete devices up by 3.79%, SW communication cables and supporting up by 3.17%, and SW integrated circuit packaging and testing up by 2.23% [1] - Conversely, the TMT sector also saw declines with SW marketing agents down by 3.72%, SW portal websites down by 3.21%, and SW robotics down by 3.17% [1] Domestic News - Licheng Technology announced that its panel-level packaging (FOPLP) technology has received gradual certification from clients, with plans to establish an initial monthly production capacity of 3,000 pieces this year and an additional 3,000 pieces in Q1 next year [2] - Tailin Micro plans to acquire 100% of Panqi Micro, which has significant differentiated technology advantages in low-power and low-cost fields, with its ultra-low power RF transceiver technology achieving competitive levels against leading international manufacturers [2] - Anlu Technology raised 1.262 billion yuan through a private placement, with the net proceeds intended for advanced process platform ultra-large scale FPGA chip R&D projects and upgrades [2] - Haosheng Technology launched the world's first ultra-wide polarizer suitable for 130-inch LCD panels, improving visual uniformity and reducing overall energy consumption of LCD backlight modules [2] Overseas News - Meta and Corning announced a multi-year partnership worth up to $6 billion to accelerate the construction of advanced data centers in the U.S., supporting the development of applications and technologies for the metaverse [3] - Lightmatter announced a breakthrough in laser architecture with its ultra-large scale photonics technology, enhancing bandwidth density by 8 times for AI applications [3] - ASML expects significant growth in its EUV business by 2026, with revenues projected to increase compared to 2025 [3] - Texas Governor expanded the state's banned technology list, adding 35 Chinese tech companies and AI platforms [3] AI News - Google launched a low-cost subscription plan, Google AI Plus, originally designed for emerging markets, now available in the U.S. for $7.99 per month [4] - Blueglass introduced the Blueglass AI Alpha ring, a smart wearable device with various health monitoring features [4] - Guoxing Aerospace deployed the Qwen3 large model to its "Star Computing" space computing center, marking the first in-orbit deployment of a general large model [4] - OpenAI launched Prism, a free collaborative research platform based on GPT-5.2, integrating various research tools [4] Industry Tracking - Shuo Technology successfully tested the ignition of the "Mammoth No. 1" engine, which will be used in its medium-sized launch vehicle "Glacier No. 1" [5] - Virtual Reality announced completion of over 50 million yuan in Series A+ financing, focusing on AI algorithm development for brain diseases [5] - Jilin University developed a new high-sensitivity measurement technology based on surface plasmon resonance, aiming to break foreign technology barriers [5] - Ant Group's Lingbo Technology announced the open-source of its embodied AI model LingBot-VLA, enhancing generalization capabilities across tasks [5] Earnings Forecast - Industrial Fulian expects a net profit of 35.1 billion to 35.7 billion yuan for 2025, a year-on-year increase of 51% to 54% [6] - Zhenlei Technology forecasts a net profit of 12.3 million to 14.5 million yuan for 2025, a year-on-year increase of 529.64% to 642.26% [6] - Changchuan Technology anticipates a net profit of 1.25 billion to 1.4 billion yuan for 2025, a year-on-year increase of 172.67% to 205.39% [6] - Wol Nuclear Materials expects a net profit of 1.1 billion to 1.18 billion yuan for 2025, a year-on-year increase of 29.79% to 39.22% [6] High-Frequency Data Updates - The international DRAM spot prices showed varied changes, with DDR5 16G prices averaging $36.6, unchanged from the previous day [7] - Semiconductor material prices were reported, with 4N zinc oxide powder priced between 1,470 to 1,520 yuan per kilogram [8]

2026年1月27日，国内低功耗无线物联网芯片领军企业泰凌微正式披露公告，拟通过发行股份及支付现金相结合的方式，作价8.50亿元收购同行企业磐启 微100%股权，并同步募集配套资金。交易完成后，磐启微将成为泰凌微全资子公司，此交易不构成重大资产重组的产业并购。 此次被收购的磐启微成立于2011年，2025年获评国家级专精特新"小巨人"企业，在短距无线通讯芯片领域拥有差异化技术优势。其核心产品聚焦BLE和 2.4G私有协议，其中BLE产品采用成熟工艺即可实现国际主流先进工艺产品的同等甚至更低功耗，2.4G私有协议产品则在同等性能下将芯片面积缩减30% 至40%以上，具备显著成本优势。磐启微的产品主要切入遥控玩具、智能表计、扫码枪等细分领域，与泰凌微的客户群体和市场布局形成高度互补，为双 方协同发展提供了广阔空间。 在全球低功耗无线物联网芯片市场，国际头部厂商凭借先发优势和综合实力占据主导地位，国内企业虽近年加速崛起，但在营收规模、产品生态、IP储备 等方面仍存在差距。泰凌微自2010年成立以来，深耕短距无线通讯芯片领域，凭借技术积累跻身全球第一梯队，作为全球蓝牙技术联盟董事会中唯一的中 国企业，其BLE、Zig ...