<p>➀ Q1 2025 electronics sales declined 16% QoQ but stayed flat YoY, while IC sales dipped 2% QoQ but surged 23% YoY, fueled by AI and high-performance computing investments;</p><p>➁ Semiconductor CapEx fell 7% QoQ but rose 27% YoY, driven by investments in HBM, advanced packaging, and wafer fab equipment (WFE) spending growth;</p><p>➂ Global wafer fab capacity expanded to 42.5 million wafers/quarter, with China, Japan, and Taiwan leading growth amid geopolitical risks and uncertain trade policies.</p>