[Weekend Investment Public Opinion Hot Topics] 1) Semiconductor chips: South Korea has a serious supply shortage of semiconductor components and a long delivery cycle. Some equipment manufacturers may have to wait 40 months. 2) Computing hardware: The agency said that PCB manufacturers have successively started re-quoting; leading optical module manufacturers are actively targeting core materials such as DSP, mSAP PCB, and high-speed optical chips. 3) Sub-new: Shengu Group once rose nearly 300% during the session, igniting gaming sentiment for sub-new stocks. 4) AI Application: Alibaba Cloud announced that starting from September 20, 2026, the "Cloud Market" will be officially upgraded to the "AI Application Market". 5) HBM: Samsung Electronics has recently made major strategic adjustments, outsourcing the new production capacity of DDR5 and SSD, and fully betting on HBM for its internal production capacity.