Group 1 - The core viewpoint of the news is that semiconductor stocks in Hong Kong, particularly SMIC and Shanghai Fudan, experienced a price increase due to rising demand driven by mobile applications and AI, leading to a price hike of approximately 10% on certain production capacities by SMIC [1] - The price increase is attributed to several factors, including the low prices of storage products previously, which prompted wafer fabs to raise prices, and the ongoing demand for semiconductor products [1] - TSMC's confirmation of consolidating 8-inch production capacity and plans to shut down certain production lines by the end of 2027 may also contribute to the expectation of price increases among wafer fabs [1] Group 2 - The stock performance of semiconductor companies shows significant gains, with Shanghai Fudan rising by 4.77%, SMIC by 4.72%, and Huahong Semiconductor by 4% [2] - The overall capacity utilization rates for SMIC and Huahong are reported to be continuously increasing, nearing or exceeding full capacity due to strong demand [1]