Group 1 - The semiconductor materials and equipment theme index rose by 0.22% as of May 12, with notable increases in stocks such as Yuhua New Materials (3.17%), TCL Technology (2.81%), and others [1] - The semiconductor materials ETF (562590) increased by 0.09%, with a year-to-date rise of 2.94% as of May 9 [1] - Domestic new material products are gaining favor among downstream customers due to higher cost-performance ratios and timely technical responses, leading to accelerated validation and adoption of these products in high-tech fields [1] Group 2 - Global semiconductor sales have improved since 2024, driving an increase in demand for semiconductor materials, with a projected sales figure of approximately $630.5 billion, representing a year-on-year growth of about 19.7% [2] - The Asia-Pacific region's semiconductor sales are expected to reach approximately $340.79 billion, with a year-on-year growth of 17.5% [2] - The semiconductor materials ETF and its linked funds closely track the index, with semiconductor equipment and materials comprising over 75% of the index weight [2]