According to industry estimates, with several manufacturers expected to achieve mass production of commercial robots by 2026, the demand for magnesium alloys is expected to experience explosive growth.
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Anfu Technology: Suzhou Yilan Microelectronics has sent samples for testing to several mainstream optical module manufacturers and is currently making every effort to advance mass production.
According to Mars Finance, an investor asked Anfu Technology: In August 2025, Suzhou Yilan Micro's pilot production line for silicon photonic heterogeneous integrated thin-film lithium niobate photonic chips officially commenced operation. A year has passed since the line's commissioning; what are the latest developments in the company's shipment scale and downstream customer expansion? Anfu Technology stated on its interactive platform that the completion and operation of the pilot line demonstrates that Suzhou Yilan Micro has made substantial progress in the stability of key processes and large-scale manufacturing capabilities, laying a solid foundation for subsequent large-scale mass production. Suzhou Yilan Micro has sent samples for testing to several mainstream optical module manufacturers both domestically and internationally, and the feedback has been positive. Currently, it is fully committed to advancing mass production. (Cailian Press)
Several domestic MLCC manufacturers have stated that they are "planning to raise prices," with industry insiders predicting that prices will rise until the end of 2027.
According to Mars Finance, on July 1st, 21st Century Business Herald reported that passive component company Yageo has notified its customers of price increases across its entire capacitor product line, including multilayer ceramic capacitors (MLCCs), aluminum electrolytic capacitors, tantalum capacitors, polymer aluminum capacitors, film capacitors, and supercapacitors. This is Yageo's largest price increase in recent years. Previously, major overseas MLCC manufacturers such as Murata, Samsung Electro-Mechanics, and Taiyo Yuden issued price adjustment notices, with high-capacitance MLCCs used in AI servers generally seeing price increases of 15% to 35%, and some rare models seeing their spot market prices double. On the same day, reporters learned at the Munich Shanghai Electronics Show that several MLCC manufacturers are already planning price increases in the second half of the year.
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)
Bernstein: SK Hynix's DRAM gross margin is expected to reach 92% in the third quarter.
According to Odaily Odaily, investment research firm Bernstein estimates that SK Hynix's DRAM gross margin is expected to reach 90.9% in the second quarter of this year and 92% in the third quarter. This growth is mainly driven by high demand for HBM; SK Hynix holds approximately 60% market share in the HBM market and is a major supplier to Nvidia. Industry insiders say that in the history of global manufacturing and technology, apart from software and platform-based asset-light companies, very few physical hardware manufacturing businesses have been able to achieve a gross margin exceeding 90%.
Research indicates that AI-powered high-end MLCCs are driving record-high order-to-shipment ratios for major Japanese and Korean manufacturers, increasing the risk of shortages in the second half of 2026.
According to the latest MLCC industry research from TrendForce, driven by both the accelerated replacement of AI servers and the continued mass production of self-developed ASIC chips by cloud service providers (CSPs), the order-to-shipment ratios (BB Ratios) of the three leading MLCC manufacturers—Murata, Samsung Electro-Mechanics, and Taiyo Yuden—reached record highs of 1.30, 1.31, and 1.25 respectively in late June 2026. The overall MLCC market BB Ratio also rose to 1.04. Looking ahead to the second half of 2026, with new AI chip platforms from Nvidia, Google, and AMD entering mass production in the third quarter, capacity will continue to be occupied by AI orders. Coupled with the dual demand of advance stockpiling, the probability of longer delivery times and rising prices for high-end MLCCs is increasing. The fourth quarter is expected to be a crucial period for observing whether the high-end MLCC market will officially enter a period of shortage. (Cailian Press)
Samsung's foundry business is expected to secure orders from Meta and Anthropic, and is projected to return to profitability in the fourth quarter.
According to ChainCatcher, South Korean media reports that Samsung Electronics' foundry business is accelerating its expansion in the global AI chip market. Following its AI chip order from Tesla last year, Samsung is currently advancing its custom ASIC production collaboration with Meta and Anthropic. Meta is reportedly in talks with Samsung for a next-generation ASIC design and manufacturing contract worth over 10 trillion won. Meta's third-generation AI accelerator, "MTIA," plans to switch from TSMC to Samsung's most advanced 2nm process for mass production, with early chip architecture design handled jointly by Samsung's System LSI division to match its rapid development cycle of one generation every six months. Furthermore, US AI company Anthropic is also evaluating the use of Samsung's 2nm process to develop custom ASICs, aiming to internalize its AI infrastructure. Industry insiders point out that with the influx of AI chip orders from global tech giants, coupled with the ongoing negotiations with BYD for an automotive chip manufacturing agreement, Samsung's medium- to long-term order backlog for its wafer foundry business is expected to approach 50 trillion won, and it is expected to achieve a turnaround in operating profit in the fourth quarter of this year.