半导体板块上扬，成都华微涨停，源杰科技突破400元大关创新高

Group 1 - The semiconductor sector experienced a significant rise on the 3rd, with Chengdu Huamei hitting the limit up and reaching a new high, while Yuanjie Technology surged over 15%, breaking the 400 yuan mark, also achieving a new high [1] - Reports indicate that the U.S. plans to pass legislation to revoke the procurement licenses for chip manufacturing equipment in mainland China for companies like TSMC, Intel, Samsung, and SK Hynix, increasing the difficulty for these firms in chip manufacturing in China [1] - CITIC Securities believes that the restrictions on TSMC, Samsung, and Hynix in procuring high-end equipment and materials from the U.S. will significantly increase their expansion difficulties, while domestic storage chip suppliers and foundries are expected to gain market share [1] Group 2 - The demand for domestic advanced storage and logic foundries' expansion remains strong, with expectations for rapid recovery in expansion plans for the second half of this year and next year, significantly boosting demand for domestic equipment [1] - Due to the increasing difficulty in procuring overseas equipment, TSMC, Samsung, and Hynix may start seeking domestic alternative suppliers for further expansion, which will continuously benefit domestic semiconductor equipment and materials companies [1]