Memory 'supercycle' sees equipment makers vying for a share; SK Hynix receives upstream price hike requests

According to South Korea’s tech media outlet ETNews on Thursday, SK Hynix recently requested several Tier-1 equipment suppliers to submit 'price adjustment review documentation,' i.e., supporting materials justifying price increases. Some equipment manufacturers have taken this opportunity to request price hikes of 3% to 4%. SK Hynix stated it will determine final pricing based on objective procurement criteria such as exchange rates and supply stability.

wallstreetcnJun 11 02:44 ET

SZSE: Adjusts constituent stocks of the SZSE Component Index, ChiNext Index, SZSE 100 Index, ChiNext 50 Index, and other indices

The Shenzhen Stock Exchange has adjusted the constituent stocks of the SZSE Component Index, ChiNext Index, SZSE 100 Index, and ChiNext 50 Index.

Zhitong FinanceMay 29 07:23 ET

China Merchants Securities: Optical module downstream sector enters a major year of capacity expansion, with significant earnings elasticity for equipment suppliers.

General-purpose test and measurement instrument companies (such as those producing oscilloscopes and signal generators) are also benefiting from the growing demand for R&D and production line debugging from optical module manufacturers, and are positioned to share in the industry's cyclical upswing over the long term.

Zhitong FinanceMay 26 04:15 ET

Global orders for optical fiber are surging—how have Chinese companies captured more than half of global shipments?

① As the 'vascular system' of AI data centers, the optical fiber and cable industry is entering a once-in-a-decade upcycle. ② Driven by national strategies such as 'East Data West Compute' and 'computing-power and electricity coordination,' computing infrastructure is now in a phase of systematic construction.

cls.cnMay 20 22:44 ET

The three major indices of the A-share market opened higher but turned negative, while the uptrend in computing power leasing continued. The Hang Seng Tech Index rose by 3.2%, with Alibaba and Baidu surging by 7%.

The three major indices of the A-share market opened higher but subsequently turned negative across the board. Sectors such as CPO, computing power leasing, and green energy took turns strengthening, with technology remaining a dominant theme. Robust growth in Alibaba Cloud, acceleration in Tencent's advertising business, and disclosures of AI investments drove up risk appetite for Hong Kong-listed technology assets. The Hang Seng Tech Index surged by 3.2%, with Alibaba rising more than 7%, Baidu climbing nearly 7%, and Nio increasing over 6%.

wallstreetcnMay 13 21:45 ET

Little K Morning Report | Musk, Cook and others will accompany Trump on his visit to China; Google reportedly in talks with SpaceX to launch orbital data center.

①The Cyberspace Administration of China has fully deployed and advanced the standardization of content labeling for short videos; ②Anthropic is in talks to raise at least USD 30 billion in funding at a valuation of USD 900 billion; ③CME Group will collaborate with Silicon Data to launch a computing power futures market.

cls.cnMay 12 19:53 ET