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

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

wallstreetcnJun 11 14:44

GF Securities: Bottlenecks are gradually shifting toward 'interconnects,' with CPO driving higher adoption of optical communications.

It is recommended to pay attention to companies focused on optical interconnects and polarization-maintaining fiber.

Zhitong FinanceJun 11 11:08

Clash between internet-famous investment firms and the 'white-haired stock guru': What stocks does the report that triggered a CPO sell-off actually favor?

SemiAnalysis believes that the growth rate of CPO is about to slow down, a view Serenity disputes.

BlockBeatsJun 10 18:32

Express News | Ministry of Industry and Information Technology: Strengthen R&D of high-end optoelectronic chips and devices

BreakingsJun 10 14:52

Express News | Ministry of Industry and Information Technology: By 2028, coverage of the 1-millisecond latency zone for metropolitan computing power will be no less than 75%.

BreakingsJun 10 14:48

SemiAnalysis report cited delays in two key technologies, triggering a sharp decline in 'optoelectronics' stocks, sparking heated online debate over CPO.

SemiAnalysis reported that mass production of 800V DC and CPO has been delayed until after 2028, causing a sharp decline in U.S. optical communications stocks. Meanwhile, in an interview, an NVIDIA executive stated that CPO volumes will ramp up in the second half of the year.

wallstreetcnJun 10 11:00