Group 1 - The semiconductor stocks experienced a significant decline, with an average drop of nearly 6%, with some stocks falling over 4% and others close to 2% [1] - Notable declines included Huahong Semiconductor down 5.86% with a market cap of 71.635 billion, and China Electric Power Technology down 4.42% with a market cap of 3.512 billion [2] - The overall market sentiment appears negative for semiconductor stocks, reflecting broader industry challenges [1] Group 2 - SMIC reported a net profit of $132 million for Q2, a year-on-year decrease of 19.5% and a quarter-on-quarter decrease of 29.5% [3] - SMIC's revenue guidance for Q3 indicates a potential growth of 5% to 7%, with a gross margin forecast of 18% to 20% [3] - Huahong Semiconductor reported Q2 sales revenue of $566 million, a year-on-year increase of 18.3%, and a net profit attributable to shareholders of $7.952 million, up 19.2% year-on-year and 112.1% quarter-on-quarter [3] Group 3 - Following a meeting between NVIDIA CEO Jensen Huang and President Trump, the U.S. Department of Commerce began issuing export licenses for NVIDIA's H20 chips to mainland China [2] - The Industrial Security Bureau under the Department of Commerce has granted NVIDIA the export license for the H20 chips [2]