TSMC(US:TSM) Mei Ri Jing Ji Xin Wen·2025-08-01 06:07Group 1 - The semiconductor industry is in the early stages of a comprehensive rebound, driven by a tripartite resonance of macro policy cycles, industry inventory cycles, and AI innovation cycles [1] - North America's strong increase in computing power has significantly boosted the switch and server supply chain, while consumer electronics are experiencing a bottom rebound due to AI edge innovation [1] - TSMC has raised its annual revenue growth forecast from 25% to 30%, indicating sustained strong demand for AI and a moderate recovery in non-AI demand [1] Group 2 - Storage technology is accelerating its iteration, with DDR6 expected to complete certification by 2026, providing opportunities for domestic storage companies to upgrade [1] - The U.S. AI action plan may further restrict semiconductor exports, promoting self-sufficiency in domestic manufacturing, equipment, and materials [1] - The Guotai Science and Technology Chip ETF (589100) tracks the Science and Technology Chip Index (000685), which can fluctuate by up to 20% in a single day, reflecting the overall performance and technological development of listed companies in China's integrated circuit industry [1]