U.S. Stock Futures: Semiconductor and Storage Sector Up in Pre-market, Micron, Western Digital Up Over 5%

June 15 – White-haired stock guru Serenity posted to celebrate IQE’s 16.5% intraday surge, noting the stock has skyrocketed 925.24% since February, and quipped “You’re welcome” in reference to her earlier analysis of the firm this year. Serenity highlighted a key supply chain angle many overlook: Google’s TPU division is purchasing optical components from Lumentum (LITE), Lumentum sources epitaxial wafers from IQE, and AXTI serves as IQE’s upstream substrate supplier. While bill of materials (BOMs) for ultra-large-scale data center ASICs are highly confidential, these layered ties reveal each company’s true position in the ecosystem, she explained. Back in February, IQE’s stock traded at around 12.2 pence. On the same day, IQE announced a multi-year pact with Tower Semiconductor (TSEM) for indium phosphide (InP) epitaxial wafers, designed for AI data center optical connectivity solutions. The deal is seen as a major positive catalyst by market participants, sending IQE’s stock so

On June 15, Donald Trump stated that the U.S. will allow Iran to conduct limited, low-level uranium enrichment activities, adding that the new U.S.-Iran agreement will ensure Iran’s uranium enrichment is restricted solely to non-military purposes. Separately, Iranian media outlets have noted that this announcement marks a concession by Trump on Iran’s demand for “zero uranium enrichment.”

June 15 – Per Onchain Lens’ monitoring, a new blockchain address starting with 0x3E7 deposited 1.7 million USDC into HyperLiquid, opened a long position of 49,687 SPCX contracts at 10x leverage, with a total notional value of roughly $8.5 million. The position is currently being increased.

Upbit to List OPG Token on BTC & USDT Markets; Trading Starts June 15 at 20:30 Local Time

On June 15th, Suiyuan Technology—one of China’s well-known "Four Little Dragons of Domestic GPUs," a collective term for China’s leading domestic GPU developers—secured approval for its initial public offering (IPO) from the Listing Committee of the Sci-Tech Innovation Board (STAR Market), with plans to raise 6 billion yuan. Suiyuan Technology focuses on cloud AI training and inference chips, leveraging its proprietary self-developed GCU architecture. It has iterated across multiple generations of AI accelerator cards, intelligent computing clusters, and supporting software platforms, serving clients primarily in large-scale model training, cloud computing, and intelligent computing center scenarios. A key detail: the company is a core supplier within Tencent’s ecosystem. Tencent holds roughly a 20% stake in Suiyuan, making it the largest shareholder, and a significant share of Suiyuan’s revenue comes directly or indirectly from Tencent’s supply chain. The other three members of Chin