Group 1 - Samsung Electronics' wafer foundry center is considering a price increase of approximately 10% for 4nm and 8nm processes due to rising costs and competitive positioning [1] - TSMC has been continuously raising its process prices, with potential increases of up to 20% attributed to the rapid growth in AI demand and rising costs of labor, materials, and energy [1] - The global advanced process capacity for 7nm and below is expected to grow from approximately 850,000 wafers per month in 2024 to 1.4 million wafers per month by 2028, according to SEMI [1] Group 2 - Domestic semiconductor companies are accelerating their expansion and technological catch-up in the wafer foundry sector, driven by the explosion of domestic computing infrastructure and the "China for China" strategy [2] - The importance of domestic wafer foundry capabilities is increasing as the verification of domestic equipment speeds up and the marginal impacts of overseas controls diminish [2] Group 3 - Jingce Electronics has received repeat orders for electron beam equipment in advanced processes and has completed the delivery and acceptance of 7nm advanced processes [3] - Hua Hong Semiconductor is recognized as a leading domestic wafer foundry with a comprehensive layout in specialty process nodes, offering 8-inch wafer foundry services from 0.35um to 90nm and 12-inch services from 90nm to 40nm [3]