Group 1 - Semiconductor stocks experienced a collective surge in the afternoon, with notable increases in share prices for companies such as SMIC (3.5% increase to HKD 51.8), Hua Hong Semiconductor (3.09% increase to HKD 48.06), and others [1] - Hua Hong Semiconductor announced plans to acquire a controlling stake in Huahong Micro through a combination of share issuance and cash payment, focusing on a portion of Huahong Micro's mature process business [1] - This acquisition is part of a broader trend of mergers and acquisitions in the domestic semiconductor industry, aimed at strengthening Hua Hong's strategic positioning in mature processes and specialty technologies, particularly in automotive, industrial, and consumer electronics markets [1] Group 2 - On August 6, former President Trump announced a 100% tariff on semiconductor imports to the United States, which is expected to significantly increase production costs and raise electronic product prices, thereby suppressing demand in the short term [1] - Following the tariff announcement, companies with investment plans in the U.S. showed positive stock market performance, indicating a potential shift in investor sentiment [1] - The long-term implications of tariffs may lead to a restructuring of the semiconductor supply chain, with production locations becoming more influenced by quantifiable tariff metrics rather than intangible factors [1]