Core Viewpoint - The semiconductor industry is experiencing a significant upward trend, with various sectors such as equipment, materials, and wafer foundry showing strong performance, particularly on January 5th, where several stocks saw substantial gains [1][2]. Group 1: Stock Performance - Dongwei Semiconductor led the semiconductor sector with a rise of nearly 19%, while other stocks like Qiangyi and Xidian also saw increases of over 17% and 14% respectively [1][2]. - Qiangyi, which went public on December 30, 2025, at an issue price of 85.09 CNY per share, has surged to 301 CNY, representing an increase of nearly 254% [2]. Group 2: Corporate Developments - Zhongwei Company announced a plan to acquire 64.69% of Hangzhou Zhonggui Electronics through a share issuance and cash payment, and resumed trading on January 5th [3]. - Huahong Company released a draft for acquiring 97.5% of Huali Micro through share issuance, while SMIC disclosed a plan to acquire 49% of its subsidiary, SMIC North [3]. Group 3: Industry Outlook - Dongwei Semiconductor's stock performance is attributed to its involvement in brain-machine interfaces, humanoid robots, and the mass production of SiC devices [4]. - The semiconductor market is projected to reach a size of 975.46 billion USD in 2026, reflecting a year-on-year growth of 26.3% [4]. - The global semiconductor equipment manufacturing sales are expected to continue growing, with projections of 145 billion USD in 2026 and 156 billion USD in 2027 [4].