Group 1 - Chip stocks collectively declined, with Huahong Semiconductor down 4.96% to HKD 40.25, SMIC down 4.12% to HKD 51.15, ASMPT down 2.74% to HKD 67.45, and Shanghai Fudan down 1.95% to HKD 32.75 [1] - Nvidia has officially placed a new order for 300,000 H20 chips with TSMC, supplementing the existing inventory of 600,000 to 700,000 H20 chips [1] - Morgan Stanley indicated that the release of H20 is beneficial for AI data center hosting companies but negatively impacts local leading semiconductor supply chain companies like SMIC [1] Group 2 - TSMC achieved a net profit of nearly NT$398.3 billion in Q2 2025, a year-on-year increase of nearly 61%, marking a record high for quarterly net profit and the highest growth rate in nearly three years [1] - The global semiconductor growth trend remains optimistic, with leading foundries potentially initiating price increases and a positive outlook for Q2 performance [1] - Given the sustained high level of global computing power investment, the performance of industry chain companies is likely to continue to reflect this trend [1]