Group 1 - The core viewpoint of the news is that the semiconductor stocks in Hong Kong experienced a collective rise, driven by a significant increase in global semiconductor sales, particularly in the DRAM segment, due to the surge in demand from artificial intelligence (AI) applications [1][2] Group 2 - On December 8, Hong Kong semiconductor stocks saw notable increases, with Hua Hong Semiconductor rising by 4.4%, SMIC by 4%, Shanghai Fudan by over 3%, and others also showing gains [1] - According to the Semiconductor Industry Association (SIA), global semiconductor sales in October reached $71.3 billion, marking a 33% year-on-year increase, with DRAM sales soaring by 90% [1] - The Asia-Pacific region experienced a remarkable year-on-year sales growth of 59.6% in the semiconductor sector [1] Group 3 - The primary driver behind this growth is the escalating demand for AI, which has led to a shift in industry capacity towards high-bandwidth memory (HBM) for AI accelerators, resulting in reduced wafer output for standard DRAM and 3D NAND [1] - The ongoing AI infrastructure development is causing shortages in critical components like storage chips, which may lead to a sustained increase in DRAM prices through 2026 [1] - Counterpoint Research predicts that prices for advanced and traditional storage chips could rise by an additional 20% by early 2026 [1]