Group 1 - Semiconductor stocks showed strong performance in early trading, with notable gains from companies such as Hongguang Semiconductor (+7.14%), Huahong Semiconductor (+4.78%), Jingmen Semiconductor (+3.16%), and SMIC (+2.88%) [1] - The National Cyberspace Administration of China has raised concerns regarding security risks associated with backdoor vulnerabilities in NVIDIA's computing chips, highlighting increasing scrutiny on U.S. companies [1] - Reports have emerged revealing that the U.S. has secretly embedded trackers in AI-related chips to monitor if they are being shipped to China, indicating a growing trend of security measures in the semiconductor industry [1] Group 2 - According to a report from Founder Securities, there is a strong bullish outlook on two key directions in the semiconductor sector: self-controllability and edge AI [1] - The report emphasizes that self-controllability is the strongest theme in the semiconductor industry, with a focus on enhancing the domestic supply chain from AI computing to manufacturing and packaging [1] - Despite the current lag in domestic AI computing chip capabilities, continuous product iterations and improvements in supply chain capabilities are expected to gradually increase market share [1]