On June 17, TF Securities issued a report outlining a positive outlook for the global semiconductor industry in 2025, particularly highlighting the role of AI in fueling downstream market expansion. The report advises investors to focus on the design sector during the second quarter, spotlighting the business elasticity of SoC, ASIC, storage, and CIS. Edge AI SoC chip firms have already exhibited robust growth in their first-quarter performance, driven by the increasing adoption of AI hardware. With the anticipated surge in AI glasses releases in June and July, the sector's future prospects appear promising. ASIC companies are also experiencing gradual revenue growth, and the recent private placement price lock by VeriSilicon adds to the positive momentum. Additionally, the CIS sector is benefiting from Huawei's Pura80 image upgrade and the escalating demand for smart cars, pushing demand upwards.