When examining the investment logic in the technology chip sector, our view is: these two giants are not a binary choice, but rather a complementary and win-win situation. Why? Because true competitiveness is not only reflected in individual manufacturers but also in how the leadership position across the entire industry chain is propagated layer by layer. When industry-leading companies turn their advantages into market dominance, this effect will spread outward like ripples, and the exponential growth in demand is the catalyst for all of this. In the capital markets, such structural opportunities are often underestimated—those participants who can continuously benefit from industry upgrades will ultimately share in the growth dividends.