Group 1 - Chip stocks showed recovery in early trading, with notable increases: InnoCare (02577) up 6.61% to HKD 97.6, SMIC (00981) up 3.57% to HKD 58, and Huahong Semiconductor (01347) up 2.19% to HKD 46.68 [1][1][1] - The Ministry of Industry and Information Technology and the State Administration for Market Regulation issued the "Electronic Information Manufacturing Industry 2025-2026 Stable Growth Action Plan," emphasizing the need to strengthen efforts in CPU, high-performance AI servers, and hardware-software collaboration [1][1][1] - The plan encourages local innovation in AI terminal applications and aims to promote technological breakthroughs in key components, chips, and modules for 5G/6G [1][1][1] Group 2 - The U.S. plans to revoke TSMC's (Nanjing) VEU authorization, marking another restriction on foreign wafer fabs in China, following similar actions against Samsung and SK Hynix [1][1][1] - This revocation is expected to open a window for domestic semiconductor equipment and wafer foundry suppliers to increase their market share [1][1][1] - Due to increased difficulty in procuring equipment, overseas wafer fabs may start seeking domestic suppliers, which will benefit related companies in the domestic semiconductor equipment and materials industry [1][1][1]