Group 1 - The semiconductor industry is significantly expanding production capacity to meet the growing demand for artificial intelligence (AI) applications [1] - According to SEMI's report, global wafer capacity is expected to grow at an annual rate of 7% from the end of last year to 2028, reaching a record monthly capacity of 11.1 million wafers by 2028 [1] - Advanced process capacity below 7nm is projected to increase by approximately 69% from last year's monthly capacity of 850,000 wafers to 1.4 million wafers by 2028 [1] Group 2 - The capacity for processes below 2nm is expected to expand significantly, with this year's capacity being less than 200,000 wafers, projected to exceed 500,000 wafers by 2028 [1] - Investment in advanced process equipment is expected to exceed $50 billion by 2028, up from $26 billion last year [1] - Investment in 2nm and below wafer equipment is projected to more than double from $19 billion last year to $43 billion by 2028, representing a 120% increase [1]