Group 1 - The core point of the news is that兆易创新 (GigaDevice) has seen a significant stock price increase, reaching a new high of 304.8 HKD, driven by the ongoing shortage of memory chips and increased demand from AI infrastructure [1] - GigaDevice's stock rose over 5% and was trading at 301.4 HKD with a transaction volume of 95.1 million HKD at the time of reporting [1] - Micron Technology's executives indicated that the memory chip shortage has worsened over the past quarter and will continue due to the surge in demand for high-end semiconductors driven by AI [1] Group 2 - TrendForce noted that the current price increase is not driven by short-term sentiment but by limited advanced process capacity and the rigid growth in AI server demand, indicating a stronger sustainability compared to previous cycles [2] - The fundamental driver of demand comes from AI data centers, with a forecast that capital expenditures from the top eight global cloud providers will increase by approximately 65% year-on-year by 2025 [2] - Both IDC and Gartner highlighted in their annual reports that AI servers have become the fastest-growing segment in IT investment for data centers, with storage systems being a key beneficiary [2]