Core Viewpoint - The global technology industry is experiencing a significant dichotomy between the explosive growth of artificial intelligence (AI) and the geopolitical tensions affecting the semiconductor industry, leading to a narrative of division and competition [1][2]. Group 1: AI and Semiconductor Industry Dynamics - The AI sector is entering a phase of intensive implementation starting in 2025, which is expected to drive a structural cycle of supply shortages in the semiconductor industry [1]. - ASML, a leading company in semiconductor equipment, reported a record annual sales of €32.7 billion, with China becoming the largest region for ASML's equipment shipments in 2024-2025 [1]. - Major semiconductor equipment manufacturers, including Lam Research and Applied Materials, continue to have China as their primary supply market, indicating a sustained industrial connection despite geopolitical tensions [2]. Group 2: Importance of Mature Process Technology - The narrative that AI solely depends on advanced process technology overlooks the critical role of mature process chips, which are essential for various applications, including autonomous vehicles and IoT devices [4][5]. - While advanced processes determine the speed of AI "thinking," mature processes are crucial for AI's ability to "perceive" the world and operate effectively in real-world applications [5]. - China's semiconductor industry is positioned to meet the growing demand for mature process technology, which is characterized by high reliability and cost sensitivity, thus maintaining a strong connection with the global semiconductor supply chain [5].