币安交易平台新增10种bStocks交易对，标的涵盖Apple、亚马逊等股票
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"Big Short" Michael Burry short first short position on Caterpillar, while also short Nvidia, Applied Materials, Tesla, and other stocks.
According to BlockBeats, on July 1st, Michael Burry, the investor famous for his successful short of the US housing market and the inspiration for the book "The Big Short," announced that he has short Caterpillar, believing the construction equipment manufacturer has become one of the overvalued beneficiaries of the AI investment boom. Burry stated that he short Caterpillar stock at $1060.98, while also short Nvidia, Applied Materials, Tesla, and the iShares Semiconductor ETF (SOXX), preparing for what he believes is an increasingly overextended rally in AI-related stocks. In a SubStack article, Burry wrote, "Caterpillar caught my attention. I've never short Caterpillar before. It has consistently given me good returns on long in the past." Caterpillar's stock price surged 86% in the first half of 2026, making it one of the best-performing stocks in the S&P 500 this year. The stock's significant rise is attributed to investors increasingly viewing it as a proxy for global AI infrastructure development. Burry stated that the stock's valuation has reached a level that has caught his attention, sharing charts showing Caterpillar's price-to-sales ratio rising to its highest level in at least 30 years, while the stock price hit record highs. Burry also reiterated his concerns about semiconductor valuations. He stated that the Philadelphia Semiconductor Index is currently about 65% above its 200-day moving average, a level not seen before, only during the dot-com bubble of 2000. Burry said, "The immediate reason for today's rise is the massive spending announcement from South Korea. Well, I think this is the beginning of the end. It's just a matter of time."
Semiconductor equipment stocks rose, with Applied Materials surging nearly 10% to a record high.
According to Mars Finance, US semiconductor equipment stocks rose on Monday. Applied Materials (AMAT.US) surged nearly 10%, hitting a record high, with a monthly gain exceeding 50%; KLA-Tex (KLAC.US) rose over 7%, and Lam Research (LRCX.US) rose nearly 6%. In related news, the South Korean government announced its largest semiconductor and artificial intelligence industry investment plan to date on Monday. South Korean President Lee Jae-myung presided over the press conference for the "Three Super Projects," announcing an investment of approximately 800 trillion won in the southwest to build four chip factories, with Samsung Electronics and another company each building two. The goal is to double DRAM production capacity within five years. Such massive capital expenditure will inevitably begin with the purchase of equipment to set up production lines. Whether it's the "front-end equipment" for manufacturing wafers or the "back-end equipment" crucial to AI chip performance, the world's leading equipment manufacturers will directly benefit from this expansion wave. (Cailian Press)
The Philadelphia Semiconductor Index rose more than 1.2% in early trading, while Applied Materials rose more than 3%.
Mars Finance reported on June 29th that the Philadelphia Semiconductor Index rose over 1.2% in early trading, with semiconductor equipment stocks generally strengthening. Applied Materials rose over 3%, KLA-Tex rose 3%, and Lam Research rose 2.5%; Broadcom and TSMC both rose over 2%. (Science & Technology Treasure Broadcast)
Applied Materials unveils new deposition and etching equipment to help achieve breakthroughs in 3D chip manufacturing processes.
Mars Finance reported on June 16th that Applied Materials announced two new systems for advanced semiconductor manufacturing, designed to solve core challenges in precision machining of high aspect ratio three-dimensional structures, further advancing the process technology of logic and memory chips. The newly launched Centris™ Spectral™ SiN ALD and Producer™ Selectra™ Mo Etch target two key process stages: dielectric thin film deposition and selective metal removal, respectively. According to the company, these systems have already been adopted by leading logic and memory chip manufacturers for mass production at advanced nodes. (Wide Angle Observation)
Applied Materials invests $500 million to expand its manufacturing and R&D operations in Singapore.
Mars Finance reported on June 10th that Applied Materials announced the official opening of its new $500 million campus in Tampines, Singapore, further expanding its manufacturing and R&D operations in the country. The new facility is already in mass production, doubling its advanced cleanroom capacity. Over the next few years, Applied Materials expects to create approximately 1,000 new jobs in Singapore to support the growth of the semiconductor industry and the commercialization of its technologies. (Wide Angle Observation)
"New Stock Market Guru" Serenity analyzes the glass substrate battle: SKC supplies AMD, Samsung Electro-Mechanics targets Apple and Broadcom.
According to Mars Finance, on June 7th, "new stock market guru" Serenity outlined the mass production timelines of key suppliers in the glass substrate industry. SKC's Absolics is expected to begin mass production in the second half of 2026, collaborating with Applied Materials, with AMD as a customer; Samsung Electro-Mechanics is expected to begin mass production in the second half of 2027, partnering with Sumitomo Chemical, with customers including Apple, Broadcom, and hyperscale cloud providers. Serenity stated that the claim of Intel's 2030 mass production is uncertain, and the assessment that TSMC's CoPoS technology still requires 2 to 3 years has been proven correct, a statement from TSMC's chairman recently. Serenity also pointed out key players in the supply chain who may recur: Innolux is an "interesting beneficiary" of TSMC's CoPoS route; SHMD should theoretically also benefit from TSMC's direction, but its financial situation is "quite bad." Serenity cautioned that attention should be paid to LPK and upstream equipment suppliers, as these players are expected to continue to benefit during the glass substrate mass production ramp-up cycle. As the next step in advanced packaging, glass substrates are at a critical juncture, transitioning from technology verification to mass production and distribution.