长鑫存储 · 92

Serenity: Leveraged traders turn to the crypto market and biotech, AI stocks may recover faster

Comparing the news, Serenity wrote that leveraged traders have switched back from AI stocks to Hyperliquid (crypto market) and biotech targets, which they believe may help AI stocks recover faster. The rise in South Korea's ETF EWY was mainly driven by SK Hynix stock repurchases, while Samsung's foundry price increased by about 10% to 15%. According to Serenity, SK Hynix disclosed the CPO roadmap. The relevant solution involves a photonic intermediary layer connected to memory, which may expand the addressable market in the future and drive supply chain demand for lasers, photonic integrated circuits, and packaging. Furthermore, following the successful listing of Changxin Storage (CXMT), Changjiang Storage (YMTC) is seeking an IPO in the next quarter. Optoelectronics manufacturer Tyntek went up and down, and the visibility of its orders has been extended to 2028, reflecting the imbalance between supply and demand for photodiodes in the photonic industry. Furthermore, the shortage of high-end PCB drills continues, AI data centers, servers, and optical communications are driving demand for PCBs, HDI, and packaging substrates, and tungsten prices are rising.

1d ago

Changxin's storage position of 24.52 million US dollars, and a giant whale increased its position to 2.9 million units, unrealized profit of 5.65 million US dollars, profit of 5.65 million US dollars

Comparative news, according to HyperliquidNews monitoring, a giant whale has been holding positions for 24 days since opening a position on July 26, and has increased Changxin's storage position from 2,390,881.4 to 2,900,641 units, worth US$24.52 million. The position is currently unprofitable at $5.65 million, and capital fees of $4.04 million have been paid, accounting for 37.2% of the deal's outstanding position volume. The position is still far from the liquidation price. It may belong to an investor or employee holding shares already owned, and sold at a predetermined price through this hedging position.

3d ago

Bloomberg: Changjiang Storage completes listing guidance or becomes China's next major chip IPO

Comparative news, according to Bloomberg reports, Chinese memory chip manufacturer Changjiang Storage (YMTC) has completed listing guidance work and is moving further ahead of entering the A-share market. According to the China Securities Regulatory Commission website, Changjiang Storage has completed pre-listing counseling and has been determined to have the corporate governance structure, financial foundation and internal control system required for listed companies. The market believes that YMTC is expected to replicate the capital market path of competitor Changxin Storage (CXMT), expand production capacity through IPO financing, and help China promote the autonomy of the semiconductor industry. Previously, Changxin Storage completed the second-largest IPO in mainland China, raising about 66.6 billion yuan. After listing, its stock price soared, and at one point it became one of the listed companies with the highest market capitalization in China. Both YMTC and CXMT are important companies in China's independent semiconductor supply chain. As demand for AI drives the tight supply of global memory chips, the two companies have received attention from the capital market, and related chip industry chain stocks have recently risen sharply. According to reports, Changjiang Storage's flash memory shipments in the second quarter of this year surpassed Japan's Kioxia (Kioxia) for the first time, becoming the third largest NAND flash memory supplier in the world, and further narrowing the market gap with Samsung Electronics and SK Hynix. However, the news that YMTC is moving ahead with its IPO has also raised concerns about liquidity in the market. Some investors believe that the listing of large technology companies may divert market capital, putting pressure on the short-term performance of technology stocks. On Wednesday, the SSE Science Innovation 50 Index fell 6.9%, the biggest drop in nearly a month.

3d ago

The daily capital fee is about 460,000 US dollars, and the cumulative loss of Changxin Storage by shorting is nearly 10 million US dollars

Comparative news, according to on-chain analyst Ai Ai's monitoring, a trader shorting Changxin Storage has to pay about 460,000 US dollars in capital fees per day. Changxin Storage is still rising, and its cumulative loss is close to 10 million US dollars. If the stock price continues to move sideways and the funding rate remains the same, the margin over $20 million will be exhausted within 45.5 days.

4d ago

Hyperliquid Changxin Storage is the largest company that has begun to take profits in batches, with a value of 13.41 million US dollars remaining, more than 5 times more than 5 times as many orders

Comparative news, according to on-chain analyst Ai Ai's monitoring, Hyperliquid Changxin's largest storage company (0x9a8... 23cf2) is planning to cut profits in batches through TWAP and pending orders. It has already sold nearly 100,000 units and made a profit of 230,000 US dollars. Among them, TWAP took profit of 20,000 units at the $8.7778 point; limited-price orders made a profit of 166.14 million units when it rose to the $9.01 to $9.11 range. The address still has more than 5 times the 1.53 million Changxin storage tokens worth $13.41 million. The opening price is $6.61 million. After adding capital fees, it currently has a profit of $54.45 million.

4d ago

Photonics stock god: Alibaba is undervalued, AI product revenue has been growing by three digits for 11 consecutive quarters

Comparing news, emerging US stock star researcher KawzInVests (@KawzInvests) posted an article saying that Alibaba (BABA) is still an underestimated target in the market. According to the report, Alibaba Cloud's external revenue increased 40% year-on-year in the last quarter, while AI product revenue has achieved three-digit growth for the 11th consecutive quarter. In addition, Alibaba holds about 5% of Changxin Storage (CXMT) shares, with an initial investment cost of about 7.6 billion yuan. Currently, the shareholding value of this portion has exceeded 20 billion US dollars.

6d ago

Changxin Storage's market capitalization reached US$540.5 billion, second only to Intel

Comparing news, Changxin Storage is the largest manufacturer of DRAM memory chips in China. As of midday trading on Friday, the company's stock price had risen 4% to reach US$540.5 billion, second only to Intel's US$552.6 billion and higher than Tencent's US$505.8 billion, ranking 24th in LSEG's global company market capitalization ranking. Changxin Storage, headquartered in Anhui, completed an initial public offering of approximately US$8.6 billion on July 27. The closing price of the company on the first day of listing rose 466% from the issue price, making it the highest market capitalization among listed companies in mainland China; Intel's stock price declined during the same period, and Tencent's stock price fell by about 26% during the year. Changxin Storage is currently the fourth largest DRAM producer in the world, ranking behind Samsung Electronics, SK Hynix, and Micron. Nomura expects its share of global DRAM production to rise from about 10% to around 18% by the end of 2028; Bernstein analysts say this IPO will provide more cash for the company's capital expenses. (Business Insider)

8d ago

Changxin Storage DDR5 yield has exceeded 90%, PC manufacturer attitudes are divided: Dell banned, HP limited to China, Asus and Acer have already adopted it

Comparative news, according to a report by Fast Technology, the yield of Changxin Storage's 17nm DDR5 chip has exceeded 90%. The yield level of 92% to 93% of Samsung's similar products is only about 2 percentage points, and the technical indicators have entered the first tier in the world. A number of major PC manufacturers completed Changxin DRAM chip certification around the middle of the year and began installing them in small to medium quantities in some laptops. There are significant differences in adoption strategies between brands: Dell completely banned Changxin chips; HP limited their use in mainland China; and Acer and Asus equipped them with models for mainland China and emerging markets. Currently, the impact of Changxin products on the overall market prices of the three major memory giants is still limited. The main reason is that Samsung, SK Hynix, and Micron currently prefer to supply LPDDR5, while Changxin's strategic focus at this stage is to expand DDR5 shipments. PC company executives said that the three major manufacturers account for more than 90% of the world's DRAM, and large-scale adoption must be highly cautious. Currently, the number and usage of models using Changxin chips are quite limited.

11d ago

Holding $21.12 million Changxin Storage Changxin Storage has 1 times the empty order. An address is the number one short. It has paid $3.088 million in capital fees and a floating loss of $2.255 million

Comparative news, according to on-chain analyst Ai Ai's monitoring, an address is Changxin Storage, which holds 1 times the short order of 21.12 million US dollars. The entry price is 6.5 US dollars, the current price is 7.28 US dollars. Currently, there is a floating loss of 2.255 million US dollars, and the capital fee of 3.078 million US dollars has already been paid. The address had a security deposit of over $40 million, and the settlement price was $15.466.

12d ago