3 6 Ke·2025-06-12 04:29Group 1 - Positive factors attracting investors to semiconductor stocks include U.S.-China trade discussions, with U.S. Commerce Secretary indicating potential easing of semiconductor export controls [1] - TSMC reported a 40% year-on-year increase in sales for May 2025, marking a historical high for that month, driven by strong demand for advanced semiconductors in generative AI [1] - The Philadelphia Semiconductor Index (SOX) rose over 2% on June 10, reaching a new high since February, with a 50% increase compared to the year-to-date low in April [2] Group 2 - The Nikkei Semiconductor Index saw a 43% increase compared to its year-to-date low in April, marking seven consecutive days of gains [3] - Broadcom's market capitalization has surpassed Tesla, breaking the dominance of the "Magnificent 7" tech stocks, which has drawn investor attention [3] - The expected price-to-earnings ratio (PER) for Advantest has risen above 34, returning to levels seen before a sharp decline in early April, indicating potential slowing in future price increases [3]