Sou Hu Cai Jing·2025-11-07 03:17Group 1 - The semiconductor industry index rose by 0.53%, with notable increases in stocks such as Zhongke Feimeng (up 4.69%) and Youyan Silicon (up 4.49%) [3] - The semiconductor industry ETF (159582) increased by 0.14%, reaching a latest price of 2.21 yuan, with a cumulative rise of 4.79% over the past two weeks [3] - The ETF had a turnover rate of 8.28% and a trading volume of 37.06 million yuan, with an average daily trading volume of 72.87 million yuan over the past week [3] Group 2 - NVIDIA's CEO Jensen Huang is visiting TSMC's 3nm factory to discuss increased orders for AI chips, leading to a 45% to 50% expansion in TSMC's 3nm capacity [3] - TSMC is responding to NVIDIA's additional orders for AI chips, including the Blackwell Ultra and the upcoming Vera Rubin [3] Group 3 - Google Cloud announced the release of its seventh-generation TPU, "Ironwood," which boasts a peak performance increase of up to 10 times compared to TPU v5p and over 4 times compared to TPU v6e [4] - The semiconductor industry ETF reached a new high in scale at 450 million yuan [4] Group 4 - The semiconductor industry ETF experienced a net outflow of 3.27 million yuan, but had a total inflow of 41.48 million yuan over the past five trading days [5] - The index includes up to 40 companies involved in semiconductor materials, equipment, and applications, with the top ten stocks accounting for 78.04% of the index [5]