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Here are the key messages:National policies support the development of semiconductor industry and encourage enterprise restructuring.The two sides complement each other in the industrial chain, and the reorganization can share resources and improve competitiveness.

external factorAdvantages and complementarities of both sidesPlease note that the reorganization process is influenced by many factors, such as market environment, policy orientation and enterprise strategic decision-making, and the specific results are still uncertain.

AI Answer: Wanrun Technology and Changjiang Storage have a higher probability of reorganization!Wanrun technology has advantages in technology research and development and product innovation.