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]