Semiconductor shares are experiencing another surge. As of the time of reporting, INNOSCIENCE (02577) has risen by 10.67% to HKD 77.8; BATELAB (02149) is up 6.44% to HKD 53.2; HUA HONG SEMI (01347) increased by 4.67% to HKD 86.25; and SMIC (00981) grew by 3.5% to HKD 82.8. According to recent news, the communiqué and press conference of the Fourth Plenary Session made it clear that the main objectives for economic and social development during the 14th Five-Year Plan period include achieving significant results in high-quality development and markedly enhancing the level of technological self-sufficiency and strength. Furthermore, the global storage market continues its upward trend. Reports indicate that tech giants Samsung and SK Hynix have notified customers that DRAM and NAND contract prices will rise by up to 30% in the fourth quarter. Huaxi Securities notes that the line for domestic substitution is clearly defined, indicating a "wave" for the chip and semiconductor industry. Galaxy Securities believes that in the short term, demand for AI computing power is driving domestic and international logic and storage manufacturers to expand production, leading to strong demand for etching and thin-film deposition equipment. In the long term, the logic of domestic substitution is even more solidified under the technological self-reliance strategy of the 14th Five-Year Plan.