半导体板块上扬，富满微20%涨停，东芯股份续创新高

Group 1 - The semiconductor sector experienced a significant rise on August 7, with stocks such as Fuman Micro reaching a 20% limit up, and Dongxin shares increasing over 17%, marking a new high [1] - U.S. President Trump announced on August 6 that the U.S. will impose approximately 100% tariffs on chips and semiconductors, while stating that there will be no fees for manufacturing within the U.S. [1] - ShenGang Securities indicated that the U.S.-China AI competition may enter a phase focused on global output standards and high-end computing chip competition, with subsequent export control measures potentially restricting China's imports of chips, semiconductor manufacturing equipment, and materials [1] Group 2 - Domestic chip leaders, represented by Yangtze Memory Technologies, are actively promoting the localization of manufacturing equipment, with their first fully domestic production line expected to begin trial production in the second half of 2025 to reduce reliance on foreign equipment [1] - There is a recommendation to pay attention to breakthroughs in self-controllable technology, improvements in domestic foundry yield rates, and the recovery of the traditional semiconductor cycle [1]