Group 1 - The core viewpoint of the article indicates that the semiconductor industry is on an upward trend, but there is uncertainty regarding the recovery of gross margins in the second half of the year due to the unpredictability of R&D progress and customer procurement rhythms [1] - Growth drivers for the industry include breakthroughs in R&D covering more models, customer expansion (such as new R&D tasks from clients), increased demand for semiconductor materials (like diamond and single crystal silicon-related power supplies), and the promotion of domestic substitution [1] - Orders for semiconductor materials have increased by 47.8% year-on-year, primarily driven by downstream technical demands, increased industry equipment needs, and the company's expansion in sales regions and customer base [1]