Group 1 - The core viewpoint of the article emphasizes the strong willingness for expansion in global advanced process manufacturing, coupled with a high prosperity cycle in storage expansion, which is expected to significantly increase the demand for CMP polishing liquids [1] - The article highlights that semiconductor target materials are critical for the physical vapor deposition (PVD) process and play a significant role in determining the yield of advanced semiconductor processes, with two companies identified as important domestic producers of semiconductor target materials [1] - The substantial expansion in storage capacity is a clear and ongoing expectation and trend within the industry, benefiting domestic semiconductor equipment companies from the increased demand for equipment procurement driven by capacity expansion [1]