Group 1 - Semiconductor stocks experienced an upward trend, with notable increases in shares of Huahong Semiconductor (+3.64%), Shanghai Fudan (+2.7%), and SMIC (+2.61%) [1] - The demand for memory chips continues to exceed supply, leading to additional orders for several packaging and testing companies, with price increases expected by the end of this year to next year, varying from single-digit to double-digit percentages [1] - AI demand remains strong, with Trendforce projecting a 24% year-on-year increase in capital expenditure from the top eight CSP cloud service providers, reaching $520 billion by 2026, which will drive demand for computing chips [1] Group 2 - The global semiconductor market is expected to maintain an optimistic growth trajectory through 2025, driven by AI, with ongoing domestic substitution efforts amid rising risks of supply chain disruptions [2] - Companies across various segments are reporting strong earnings forecasts for Q2, with a positive outlook for the semiconductor peak season in Q3, particularly in the design sector for storage, foundry, SoC, ASIC, and CIS [2] - Leading foundry companies may initiate price increases, with optimistic earnings outlooks for Q2 and Q3, as marginal changes in advanced processes continue to catalyze growth [2]