Zhi Tong Cai Jing·2025-09-25 02:23Group 1 - Semiconductor stocks continue their recent upward trend, with Huahong Semiconductor rising by 5.61% to HKD 66.8, China Electronics Huada Technology up by 2.5% to HKD 1.64, Jingmen Semiconductor increasing by 1.92% to HKD 0.53, and SMIC gaining 1.63% to HKD 78 [1] - Alibaba Group's CEO announced at the 2025 Hangzhou Yunqi Conference that the company is actively advancing an AI infrastructure investment of CNY 380 billion, with plans for further investments. By 2032, the energy consumption of Alibaba Cloud's global data centers is expected to increase tenfold compared to 2022 [1] - Goldman Sachs highlighted that the long-term demand growth outlook for AI chips in China is becoming clearer, which will benefit leading domestic foundries like SMIC [1] Group 2 - Recent market news indicates that TSMC plans to increase prices for its 3nm and 2nm process nodes, with the 2nm process expected to rise by at least 50% compared to the 3nm process [1] - Samsung has significantly raised prices for memory and flash products, with DRAM prices increasing by up to 30% and NAND flash prices rising by 5%-10%. Major companies like Micron Technology and SanDisk have also announced similar price hikes [1]