Group 1 - The core viewpoint of the news highlights the positive impact of AI on the expansion of advanced semiconductor manufacturing capacity, particularly for processes at 7nm and below, with a projected compound annual growth rate (CAGR) of 7% from 2024 to 2028, reaching a monthly production of 11.1 million wafers [1] - The demand for ArFi/EUV lithography machines is increasing due to the growth in AI-driven advanced process capacity, with 7nm and below capacity expected to grow from 850,000 wafers per month in 2024 to 1.4 million wafers per month by 2028, reflecting a CAGR of 14% [1] - The use of immersion lithography combined with multiple exposure techniques is expected to extend the commercial lifecycle to the 7nm node, with TSMC's N7 and N7P processes utilizing DUV (ArFi) lithography to achieve a 57nm gate pitch, while N7+ introduces EUV lithography for critical layers [1] Group 2 - The Guotai Science and Technology Chip ETF (589100) tracks the Science and Technology Chip Index (000685), which can experience daily fluctuations of up to 20%, reflecting the overall performance of listed companies in the semiconductor industry, including materials, equipment, design, manufacturing, packaging, and testing [2] - The index emphasizes technological innovation and growth potential, covering multiple segments of the semiconductor industry chain, thus possessing strong technological attributes and industry representativeness [2]