半导体与半导体生产设备行业周报、月报：台积电亚利桑那州厂新获AMD订单，国内主要晶圆厂25Q2业绩展望谨慎

Investment Rating - The report maintains a "Recommended" investment rating for the semiconductor industry [7] Core Insights - The overseas AI chip index increased by 6.1%, driven by the Trump administration's plans to modify export restrictions on advanced AI chips, leading to significant stock price increases for US AI chip companies [10] - Domestic AI chip index remained stable, with A-share chip companies experiencing an overall upward trend before the announcement of relaxed export restrictions by the US [10] - The Nvidia mapping index rose by 4.0%, supported by enhanced shipment expectations following the US government's plans to ease AI chip export restrictions [10] - The server ODM index surged by 8.5%, reflecting sustained demand for AI infrastructure from tech companies [10] - The storage chip index increased by 3.3%, with domestic demand for storage chips boosted by US-China trade tensions [10] Market Index - The overseas AI chip index saw a 6.1% increase, with notable stock price rises for Nvidia, TSMC, Broadcom, MPS, and AMD, all exceeding 5% [10] - The domestic A-share chip index showed stability, with significant fluctuations in stock prices among various companies [10] - The server ODM index rose by 8.5%, with all major server ODM manufacturers experiencing stock price increases [10] - The domestic storage chip index increased by 3.3%, with mixed performance among constituent stocks [15] - The domestic power semiconductor index saw a modest increase of 1.4% [15] Industry Data - SMIC reported a Q1 2025 revenue of $2.247 billion, a year-on-year increase of 28.4$541 million, up 17.6% year-on-year, with a gross margin of 9.2% [27] - OLED monitor shipments grew significantly, reaching approximately 507,000 units in Q1 2025, a year-on-year increase of 175% [28] - China's smartphone shipments increased by 9% year-on-year in Q1 2025, marking five consecutive quarters of growth [33] Major Events - AMD shifted its EPYC server production from Samsung to TSMC's new Arizona facility for 4nm production [3] - Intel signed a large-scale semiconductor foundry contract with Microsoft, utilizing Intel's 18A process technology [3] - TSMC's Arizona 4nm wafer plant began production for Apple, including processors for iPad and Apple Watch [3] - Samsung is set to launch the Galaxy S25 Edge on May 12, entering the ultra-thin smartphone market ahead of Apple [36]