The report shows that the US semiconductor industry is facing a shortage of highly skilled workers, with a projected gap of nearly 160,000 by 2030.
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Nomura Securities: The core contradiction in the global storage industry remains a severe supply shortage, while AI-driven structural demand growth has not yet peaked.
According to Mars Finance, Nomura Securities, in its latest report, believes that the core contradiction in the global storage industry remains a severe supply shortage, and the structural demand growth driven by AI has not yet peaked. While recent investor concerns about oversupply are understandable, they are clearly excessive, and the market's overreaction may provide a window for reassessing the storage sector's valuation. Nomura Securities states bluntly in its report that market concerns are severely exaggerated. The cycle of semiconductor investment translating into actual production capacity is extremely long. South Korea's massive 4800 trillion won investment plan will take at least 5 to 10 years to convert into actual production capacity, and the squeeze on general-purpose storage capacity by high-profit HBM (high-bandwidth memory) is leading to a severe supply shortage in the market. Nomura Securities emphasizes that Meta's decision is by no means a turning point for reduced demand for AI-related hardware. On the contrary, due to the current shortage of computing power leading to an upward trend in single-token prices, the entry of Meta's computing power into the market is expected to stabilize token prices. (Cailian Press)
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)
South Korea plans to establish a Future Fund using tax revenue from its semiconductor industry.
Odaily Odaily reports that South Korean Presidential Chief of Staff Kang Hoon-sik stated on Sunday that the government plans to establish a Future Response Fund using the additional tax revenue generated by the semiconductor industry boom. The fund will be used to invest in economic growth engines, support the younger generation, and address growing social inequality. The government will utilize the "Future Response Fund" to finance major national investment projects and enhance the country's long-term competitiveness. (Jin Shi)
Serenity: JD.com plans to replace 700,000 delivery workers with robots, potentially triggering a global wave of automation in the logistics industry.
According to Mars Finance, on July 5th, Serenity shared an article stating that Liu Qiangdong, founder of e-commerce giant JD.com, revealed that robots will gradually replace approximately 700,000 delivery workers in the future. The company has already signed cooperation agreements with about 120 schools to train delivery workers to transition to robot repair and maintenance positions. Serenity believes this aligns with Amazon's previous proposal to reduce future hiring needs by approximately 600,000 through robots, indicating that the commercialization of robots is accelerating, and the human resource structure of the logistics industry is shifting from "human delivery" to "robot maintenance." They predict that this model may gradually expand to global logistics and delivery platforms such as DoorDash, Uber, and Mercado Libre, and the commercialization process of robots may be faster than generally expected by the market.
China's first full-industry chain project for fourth-generation semiconductor materials was signed and launched, resulting in six stocks doubling in value this year.
According to Mars Finance on June 30th, citing Henan Daily, Zhengzhou High-tech Zone recently signed an agreement with Zhongke Powder Research (Henan) Superhard Materials Co., Ltd., officially establishing Zhongke Powder Research's fourth-generation semiconductor material production base in the zone. This base is the first complete fourth-generation semiconductor material industry chain project in China, adding a crucial link to Henan's globally advantageous superhard material industry chain. According to Data Treasure statistics, there are currently 22 A-share listed companies involved in fourth-generation semiconductor business. As of the closing on June 29th, the total A-share market capitalization of fourth-generation semiconductor concept stocks reached 578.768 billion yuan. Since the beginning of this year, these concept stocks have risen by an average of 62.35%, significantly outperforming the Shanghai Composite Index during the same period. Six stocks have seen cumulative gains exceeding 100%, namely Sifangda, Huanghe Whirlwind, Huifeng Diamond, Power Diamond, World, and Nanda Optoelectronics. According to Data Treasure statistics, in terms of institutional research, as of the closing on June 29th, the concept stock with the highest frequency of institutional research this year is Guoji Precision Industry, with a cumulative 26 research visits. World has received 12 research visits this year. Other concept stocks frequently researched include Sifangda, China North Industries Group Red Arrow, Jingsheng Mechanical & Electrical, Gaocheng Test Equipment, and Liancheng CNC. (Securities Times)
Myanmar's AI-driven telecom fraud industry exposed: Starlink becomes key infrastructure, encrypted payments and OpenAI/Google models incorporated into toolchains.
A leaked investigative report from a Myanmar scam Odaily park reveals that global telecom fraud is rapidly evolving towards an "AI industrialization + cross-border encrypted payment" system. These fraud networks use cryptocurrencies to transfer funds and employ automated tools based on large models for multilingual script generation, identity spoofing, and emotional manipulation. The investigation shows that these systems heavily utilize OpenAI's ChatGPT and Google's Gemini to support "large-scale social media fraud," while funds are rapidly laundered and transferred through on-chain payments and cross-border channels, forming a two-tiered structure of "AI customer acquisition + encrypted settlement," enabling the fraud industry to achieve high automation and transnational expansion capabilities. Furthermore, Elon Musk's Starlink has become the leading network service provider in the Myanmar scam industrial park, with US ISPs handling nearly one-fifth of the park's traffic. In response to the allegations, OpenAI stated that fraudsters using ChatGPT behave in a manner highly similar to ordinary users, making identification difficult. However, they have been using behavioral pattern recognition and risk control systems to ban approximately 100,000 suspicious accounts monthly. Google stated that its AI models have security safeguards in place and emphasized its commitment to "responsible AI development" to limit the use of tools for fraudulent and other illegal purposes. (Red Star News)