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.

wallstreetcn14:44

Googol Technology (301510.SZ): North Shareholder Plans to Reduce Holdings by No More Than 1%

Gelonghui, May 25 — Googol Technology (301510.SZ) announced that Beijing Equity Investment Development Management Center (Limited Partnership) (shortened as “Beijing Equity”) is a shareholder holding more than 5% of the company’s shares and plans to reduce its holdings by no more than 4 million shares (representing 1.00% of the company’s total share capital) through centralized bidding transactions within three months starting from the 15th trading day after the disclosure of this announcement. Of this amount, the proceeds from the sale of up to 3,298 shares (approximately 0.00082% of the company’s total share capital) will accrue to Zhao Hong, a director of the company. The number of shares transferred by Director Zhao Hong during this calendar year will not exceed

Gelonghui FinanceMay 25 20:34

Shenwan Hongyuan: Manufacturing demand recovery underway; bullish on high-growth sectors

We maintain a positive outlook for the full year of 2026 on pro-cyclical sectors, AI hardware, and robotics.

Zhitong FinanceMay 22 15:44

Googol Technology (301510.SZ): Its products currently only involve the electrical control systems within optical module production and processing equipment.

Gelonghui, May 15th | Googol Technology (301510.SZ) stated on the investor interaction platform that its main business includes motion controllers, servo drives, and motion control systems. The company's technologies and products serve a wide range of customers with mechatronic equipment, such as semiconductor and broader semiconductor equipment, CNC machine tools, robots, and 3C automation equipment. The company itself does not manufacture or sell optical modules or equipment used for optical communication production. Currently, in the processing of optical modules above 800G, coupling machines, die bonding machines, and eutectic machines are commonly used. These mechatronic devices incorporate control and servo electronic components as typical product features.

Gelonghui FinanceMay 15 15:21

Googol Technology (301510.SZ): Currently, approximately 20% of the company's revenue from motion control components and systems comes from applications in the semiconductor and broader semiconductor sectors.

Gelonghui, May 11th: Googol Technology (301510.SZ) recently stated in a specific object research survey that approximately 20% of the company’s revenue from motion control components and systems applications currently comes from the semiconductor/pan-semiconductor sector.

Gelonghui FinanceMay 11 09:59

Googol Technology (301510.SZ): The company currently provides electrical control solutions for optical module coupling processing equipment, with positive feedback from customers and the market.

Gelonghui, May 11th丨Googol Technology (301510.SZ) recently stated in a specific object research report that due to the continuous advancement of AI-related infrastructure, the overall market for optical modules is indeed experiencing favorable development. The company currently provides electronic control solutions for optical module coupling processing equipment, with positive feedback from customers and the market.

Gelonghui FinanceMay 11 09:58