The low-cost open-source AI model from Chinese startup DeepSeek has ignited widespread debate, drawing responses from major American tech giants. IBM, which has recently prioritized hybrid cloud and AI, underscores the growing momentum behind open-source, smaller-scale models, and the democratization of AI—trends that are impossible to ignore. However, the company also cautions against AI development being controlled by a select few, particularly those who may overlook data privacy and transparency.

Global semiconductor distribution leaders Arrow Electronics and Avnet have expressed cautious optimism about the market outlook, despite ongoing challenges in various regions.

The memory industry continues to face seasonal headwinds in early 2025, with persistent price declines. The Lunar New Year holiday has further impacted revenue, reducing working days and dampening sales across memory manufacturers in January. Analysts expect the DRAM market to bottom out in the first half of 2025, though ongoing sluggish inventory clearance suggests performance may remain on par with late 2024.

项目研究主要内容包括：研发大面积芯片制造及超高速转印技术，以将成本降低至原来的1/25；针对智能手表及扩展现实（XR）设备的产品化进行技术开发；建立无机发光显示产业基础设施，并成立专项推进团队，以主导整个项目的运营等。