Group 1 - Chip concept stocks showed strong performance in early trading, with Haiguang Information rising over 11%, Unisoc increasing over 7%, and other companies like Lanke Technology, Zhaoyi Innovation, and Chipone also experiencing significant gains [1] - Multiple chip-related ETFs rose approximately 4% due to market influences [1] Group 2 - Analysis reports indicate that by Q4 2025, the average capacity utilization rate of major global foundries is expected to rebound to 90%, representing a year-on-year increase of about 7 percentage points [2] - The recovery in foundry capacity utilization is driven by increased orders in power/analog applications due to AI, as well as a resurgence in automotive and industrial control applications [2] - The 8-inch process remains fully loaded, and prices are entering a recovery phase [2]

Group 1 - The core viewpoint of the article highlights the strong performance of chip concept stocks in the A-share market, with significant gains observed in several companies [1] - Xinxiang Microelectronics saw an increase of over 12%, while Electric Science Chip reached a 10% limit up, indicating robust investor interest [1] - Other notable performers included Zhuosheng Microelectronics with a nearly 10% rise, Dongxin Co. with over 8%, and both Saiwei Electronics and Canxin Co. with gains exceeding 5% [1] Group 2 - The news also reports that SMIC (Semiconductor Manufacturing International Corporation) plans to issue shares worth 40.6 billion yuan to acquire a 49% stake in Zhongxin North, which is held by the National Integrated Circuit Fund and four other parties [1] - Upon completion of this transaction, SMIC will gain full control over this key 12-inch wafer foundry enterprise, enhancing its market position [1]