SK Hynix plans to order semiconductor testing equipment, with a total price potentially reaching 400 billion won.
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Linkage Technology: First-half net profit expected to increase by 73%-139% year-on-year; semiconductor testing equipment industry continues to enjoy upward momentum; company has ample order backlog.
According to Mars Finance, LianDong Technology (301369.SZ) announced that it expects its net profit attributable to shareholders of the listed company for the first half of 2026 to be between RMB 21 million and RMB 29 million, representing a year-on-year increase of 73.39%-139.44%. The performance change is mainly attributed to strong demand from downstream application areas such as AI, high-performance computing, and new energy vehicles, leading to a continued upward trend in the semiconductor testing equipment industry. The company seized the strategic window of domestic substitution for semiconductor testing equipment, leveraging its technological accumulation and brand advantages to vigorously expand the market. During the reporting period, the company had a sufficient order backlog, achieving steady growth in operating performance. Note: The company's Q2 net profit is expected to be between RMB 18 million and RMB 26 million, compared to RMB 3 million in Q1. Based on this, Q2 net profit is expected to increase by 415%-649% quarter-on-quarter. (Cailian Press)
Yitian Intelligent: Subsidiary plans to purchase servers and related equipment for no more than 550 million yuan, mainly for providing computing power services to customers.
According to Mars Finance, Yitian Intelligent (300911.SZ) announced that its wholly-owned subsidiary, Gansu Yisuan Intelligent Technology Co., Ltd., plans to purchase servers and supporting equipment from multiple suppliers. The total contract amount is expected to not exceed 550 million yuan, mainly for providing computing power services to customers. (Cailian Press)
Anbotong invests in a semiconductor equipment remanufacturing joint venture; its actual controller simultaneously acquires a controlling stake in lithography machine manufacturer ABM Asia.
According to Mars Finance, Anbotong (688168) recently announced its plan to invest 10.2 million yuan to establish a joint venture, "Botong Gangke," holding a 51% stake. The joint venture will primarily engage in the remanufacturing of mature process semiconductor equipment and related components. Notably, this investment is backed by a package of transactions—Anbotong's actual controller, Zhong Zhu, plans to acquire a 30% stake in the partner, Shenglin Gangke, and become a director. Upon completion of the transaction, he will indirectly hold a 24% stake in ABM Asia, a global manufacturer of lithography equipment. ABM has been deeply involved in the semiconductor lithography equipment field for over 20 years, possessing proprietary technologies for over 2,000 key components. It has delivered nearly 1,000 units to over 300 customers worldwide, and its lithography machine mass production project is scheduled to be located in Foshan, Guangdong in 2025. Anbotong also highlighted the risks associated with cross-industry integration in its announcement. (Cailian Press)
"Whale Tracking" profited from its whale prediction on South Korean semiconductor stocks yesterday, yielding a daily profit of $1.01 million.
According to BlockBeats, on July 7th, Hyperinsight monitoring showed that as of press time, the whale (0x4c7) tracking the short Korean stocks during the "Week of Fate" yesterday still maintained its short position in semiconductors, with 6 short positions related to semiconductors, a total notional size of approximately US$31.029 million, and a total floating profit of approximately US$838,000. The profit and loss changes are mainly concentrated on two short positions in Korean stocks. At the time of yesterday's writing, the whale short positions in Samsung Electronics (SMSN) and SK Hynix (SKHX) totaled approximately $14.84 million, with a floating loss of approximately $638,000. After the decline in Korean semiconductor stocks today, the two short positions have turned into a combined floating profit of approximately $378,000, and the capital has recovered by $1.01 million. This address is currently increasing its short positions in Samsung. In the past half hour, this address has opened 1,612 short positions in Samsung, totaling 6,449,773 contracts, worth approximately $1,283,600. The relevant short orders are as follows: SK Hynix (4x Isolated margin): Size approximately $10.168 million, average price $1461.062, liquidation price $1724.93, unrealized profit approximately $173,000 (+6.7%). Samsung Electronics (4x Isolated margin): Size approximately $4.937 million, average price $200.906, liquidation price $233.54, unrealized profit approximately $206,000 (+16.0%). In addition, the address also added approximately $974,000 in short positions in NBIS and approximately $625,000 in short positions in the DRAM index during the same period. Previous report: "Whale Discovery" revealed that a major account short Korean semiconductor stocks during a "week of destiny," with short positions in Samsung and SK Hynix totaling $14.8 million.
After a slight rebound, SK Hynix faced increased selling pressure, with suspected short-selling activity exceeding $12 million.
According to BlockBeats, on July 7th, Hyperinsight monitoring showed that after a sharp drop, South Korean semiconductor stocks rebounded slightly. However, SK Hynix (SKHX) on Hyperliquid did not show a stronger buy the dips level, and larger sell orders were placed above the rebound. Based on a distance of $50 from the current price, there are approximately $14.19 million in sell orders above $1512 on SKHX, and approximately $8.457 million in buy orders below $1412. The size of the sell wall is approximately 1.68 times that of the buy wall. The most concentrated sell orders were located in the $1610 to $1650 range, totaling 81 orders, approximately 7536,813 lots, with a notional amount of approximately $12.189 million. The buy orders in the $1300 to $1390 range below amounted to approximately $5.737 million, with the buying volume significantly lower than the sell pressure above. - HyperInsight Bot is now live. Add @HyperInsightBot to the Telegram community and set it as an administrator (message sending permission required) to automatically sync on-chain information.
"Whale Tracking": Have South Korean stocks bottomed out? SK Hynix's largest long position adds $2 million against the trend.
According to BlockBeats, on July 7th, Hyperinsight monitoring showed that the whale starting with 0x0ad, discovered yesterday, failed to cut its losses during today's continued sharp decline in South Korean semiconductor stocks. Instead, it continued to increase its holdings after SK Hynix (SKHX) fell to around $1400. As of press time, this address had opened 97 long positions, accumulating 1428,571 units, approximately $2 million. After adding to its position, its SKHX long position increased to 6,523.79 units, equivalent to approximately $9.024 million, with an average price of $1,559.32. The current price is $1,383.30, resulting in a floating loss of approximately $1.148 million. Currently, this address holds approximately $7.53 million in long positions in MU, with a floating loss of approximately $978,000. Two semiconductor long positions total approximately $16.554 million, with a floating loss of approximately $2.126 million. Above this address are 5,095 SKHX sell orders for profit-taking, priced between $1,604 and $1,615, with a notional amount of approximately $8.184 million. Previous report: "Whale Discovery" - SK Hynix's largest long position has invested $2.7 million, and is already showing a paper loss of $370,000. - HyperInsight Bot is now live. Add @HyperInsightBot to the Telegram community and set it as an administrator (message sending permission required) to automatically sync on-chain information.