What is Japan's influence in the upstream materials market of the global semiconductor industry? Roughly speaking, it accounts for about 50% to 60%. Our reliance on these materials was also quite high, especially for high-end materials, with import ratios even exceeding 90%. In other words, the space and urgency for domestic substitution are now very clear.

A series of recent events are essentially accelerating the push for industry chain independence and controllability. Everyone can feel this driving force.

My personal approach is to enter the market gradually and prudently. Today, I added another 10,000 yuan, buying semiconductor material products from a leading fund. In just three days, the increase reached 20%, which indeed reflects the market's recognition of this sector. However, I remain cautious about the continued upward trend. Instead of making a large, one-time investment, I prefer to invest gradually, like 10,000 yuan at a time—so even if there are pullbacks, my mindset won't be too affected. This pace, whether in terms of psychological resilience or risk management, feels more comfortable for me.