Group 1 - Semiconductor stocks are experiencing significant gains, with notable increases in companies such as SMIC (5.3% increase), Hua Hong Semiconductor (4.29% increase), Shanghai Fudan (3.14% increase), and ZTE (2.8% increase) [1] - SK Hynix announced on November 5 that it has completed price and quantity negotiations with NVIDIA for the supply of the sixth generation high bandwidth memory (HBM4), with prices expected to be over 50% higher than the previous generation [1] - The semiconductor industry has seen record net profits in the first three quarters of this year, with a year-on-year growth of 53% for comparable companies [1] Group 2 - According to Guosen Securities, over half of the 146 A-share semiconductor companies have achieved record quarterly revenues by 2025, driven by AI and self-controllable trends [1] - The report recommends companies like SMIC and Hua Hong Semiconductor, which are expected to benefit from the rise of domestic chip design enterprises and the trend towards high-end domestic chips [1]