Global wafer manufacturers have initiated a cycle of price hikes, while AI computing power demand reshapes the industry landscape, presenting the semiconductor wafer sector with development opportunities characterized by rising volume and prices. Influenced by the price increases, as of July 12, 2026, the semiconductor wafer index has nearly doubled year-to-date, with individual stocks within the sector performing strongly. Leading public funds such as Guotai Asset Management, China Asset Management, E Fund Management, and Fullgoal Fund have proactively positioned themselves, with their products allocating to core enterprises like Li'an Microelectronics, GRIKIN Advanced Materials, and Semiconductor Manufacturing International Corporation (Note: ' Gongdao Stock ' is translated with a generic example; replace with exact English name if available) in the first quarter, accurately grasping industry trends and achieving outstanding fund performance.