Group 1 - The core viewpoint of the articles highlights the significant increase in capital expenditures by major Cloud Service Providers (CSPs) driven by the growing demand for AI servers and the expansion of data centers, with a projected capital expenditure of $520 billion by 2026 [2] - The combined capital expenditure of eight major CSPs, including Google, AWS, Meta, Microsoft, Oracle, Tencent, Alibaba, and Baidu, is expected to exceed $420 billion in 2025, representing a 61% increase compared to the combined expenditures of 2023 and 2024 [2] Group 2 - The wafer foundry capacity utilization rate for the second half of 2025 is expected to outperform previous expectations due to low inventory levels, the peak sales season for smartphones, and sustained strong AI demand, leading some foundries to consider price increases for certain tight-process platforms [4] Group 3 - The demand for AI inference applications is driving the need for high-capacity storage solutions, prompting HDD and SSD suppliers to expand their offerings of large-capacity storage products, including Nearline SSDs with capacities of 122TB and 245TB [5] - The HDD market is facing a significant supply gap, which is encouraging NAND Flash manufacturers to accelerate their technological advancements to meet the growing demand [5]