Investment Rating - The industry is rated as "Outperforming the Market - A" with a maintained rating [6]. Core Insights - TSMC reported a significant revenue increase in May, driven by strong AI demand, with sales reaching NT$320.52 billion (approximately US$10.7 billion), a year-on-year increase of 39.6% [1]. - Micron Technology's HBM market potential is expected to exceed US$35 billion in 2025, with a projected growth to US$100 billion by 2030 [2]. - The semiconductor industry is experiencing a robust demand due to AI data center construction and early inventory stocking, with the top ten IC design firms reporting a 6% quarter-on-quarter revenue increase [19]. Summary by Sections Industry Performance - The electronic sector saw a decline of 1.92% in the week from June 9 to June 15, 2025, ranking 27th out of 31 sectors [31]. - The PE ratio for the electronic index is 49.32, with a 10-year percentile of 64.71% [42]. Market Trends - The semiconductor market share for TSMC increased to 67.6% in Q1 2025, solidifying its leading position [1]. - The global smartphone production in Q1 2025 was 289 million units, showing a slight year-on-year decline of 3% [25]. Investment Recommendations - Suggested stocks in the computing power supply chain include Shenghong Technology, Huidian Co., and Industrial Fulian [12]. - In the storage industry, recommended stocks include Zhaoyi Innovation and Jiangbolong [12].