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Guangli Microelectronics: Possesses silicon photonics chip design tools and PDK development service capabilities
Mars Finance reported on July 2nd that Guangli Microelectronics stated on its interactive platform that it completed the acquisition of LUCEDA NV, a global leader in silicon photonics design automation, in 2025. The company now possesses capabilities in silicon photonics chip design tools and PDK development services. Looking ahead, the company will focus on silicon photonics chip system simulation, wafer-level silicon photonics testing equipment, and related yield improvement solutions, aiming to deepen its support for system-level yield improvement. (Science and Technology Treasure Broadcast)
Zhipu completes H-share placement financing of approximately HK$31.442 billion to HK$33.62 billion.
According to Odaily Odaily, Zhipu issued 19.8 million H shares through a placement, with a placement price of HK$1,588 to HK$1,698 per share.
U.S. chip stocks fell broadly in pre-market trading, with SanDisk (SNDK.O) down 6.3%.
According to data from Odaily Odaily, US chip stocks generally fell in pre-market trading. Arm (ARM.O) fell 3.8%, SanDisk (SNDK.O) fell 6.3%, and Qualcomm (QCOM.O) fell 2.2%. Nvidia (NVDA.O) fell 1.9%, Micron Technology (MU.O) fell 5%, AMD (AMD.O) fell 2.5%, and Intel (INTC.O) fell approximately 5%.
Trump: The United States launched a strong strike against Iran last night because it fired rockets at ships.
According to Odaily Odaily, US President Trump stated that the US launched a strong strike against Iran last night because Iran fired rockets at ships. In addition, Trump stated that the United States has long been "unfairly treated" within NATO, bearing a disproportionate share of the costs; Greenland is a major issue for the United States; and he has instructed Treasury Secretary Bessenter to terminate all trade with Spain, calling Spain a "bad partner" in NATO. (Jinshi)
South Korean think tank: Chip boom offsets manufacturing weakness, South Korean economy still on recovery track
According to Odaily Odaily, a South Korean official think tank stated on Wednesday that the South Korean economy remains on a recovery track, with the booming chip industry offsetting the overall slowdown in manufacturing. The Korea Development Institute (KDI), in its monthly economic assessment report, noted that South Korea's exports continued their "strong" expansion, driven by robust demand related to artificial intelligence. South Korea's monthly exports surpassed the $100 billion mark for the first time in June, reaching $102.25 billion, a year-on-year increase of 70.9%, setting a new record. KDI stated, "Although the growth rate of semiconductor exports has slowed, export value remains strong, supported by continued price increases." Driven by surging demand for memory chips, semiconductor exports nearly tripled to $44.82 billion, marking the first time monthly exports have exceeded $40 billion. However, KDI noted a slight decline in manufacturing output as "the rapid growth momentum in the semiconductor sector has slowed, and other sectors remain sluggish." KDI added that high oil prices and a weakening Korean won against the US dollar could "continue to exert upward pressure on prices, increasing the risk of further interest rate hikes and thus dragging down the recovery in consumption." (Jinshi)
Analysis: The AI investment boom is cooling down, and the market is reassessing the sustainability of chip and data center spending.
According to Odaily Odaily, the AI infrastructure investment boom is cooling down, and the market is beginning to reassess the sustainability of chip and data center spending. As investors re-examine whether AI infrastructure investment can be sustained, "AI deals" covering the semiconductor, memory chip, and data center industry chain are showing signs of cooling. Recently, AI-related chip stocks such as Micron Technology (MU) and SanDisk (SNDK) have been under pressure. Samsung Electronics previously reported record second-quarter results, but revenue fell short of market expectations, causing its stock price to drop nearly 7%, dragging down the entire AI chip sector. Market concerns are growing that the current AI boom, driven by GPUs, high-bandwidth memory (HBM), and data center construction, may face repricing as cloud computing giants (Hyperscalers) may slow their investments in AI infrastructure. Meanwhile, South Korean memory chip giant SK Hynix's stock price has fallen about 25% from its all-time high ahead of its US IPO, which is also attracting some funds away from existing chip stocks. Analysts point out that after SpaceX's massive IPO boosted valuations of AI-related assets, investors are reassessing the growth logic for the next phase of the AI market. If the AI investment fervor cools further, some funds may flow back from the AI industry chain to other risky assets, including crypto assets. (CoinDesk)