A-share Storage Chip Sector Surges, with Deep-Tech and BoomChip Limited Hitting the Daily Limit

May 18th — Per monitoring from Hyperinsight, HYPE’s price surged sharply this morning to $47 before seeing a minor pullback. Several addresses on Hyperliquid have placed buy orders using TWAP (Time-Weighted Average Price) to build up their positions gradually. As of press time, a total of 8 traders hold pending orders to purchase over 75,400 HYPE tokens, equivalent to roughly $3.4 million. Over on the derivatives side, a recent large-position whale (0x1ee) is looking to go long on 50,000 HYPE tokens with 10x leverage — worth around $2.26 million at an average entry price of $45.76. Approximately $1.29 million worth of buy orders of this scale are still being filled in batches. Address: 0x1ee7a73cb5b0b6b056d8138085b2009e6a6bedf5

May 18: The Samsung Electronics Union confirmed it will proceed with its planned strike. Earlier today, a South Korean court partially granted Samsung Electronics’ request for an injunction to block the union’s planned walkout. If the Samsung union fails to comply with the court order and carries out the strike, it will face a daily fine of roughly 100 million South Korean won. The Samsung Electronics Union previously voted to launch an 18-day general strike starting on May 21. The main trigger for the action is the union’s push for higher profit-sharing dividends in 2026, when the company’s AI semiconductor business is projected to hit historically high earnings. The union’s demands include removing the performance bonus cap, setting aside 15% of the company’s operating profit for performance bonuses with a transparent, permanent framework, and a 7% increase in base wages to narrow the salary gap with rival SK Hynix. Samsung’s management has only offered a one-time special bonus or a

May 18: Heran Lee, founder of Liquid Capital (formerly LD Capital), stated he’s biding his time to buy the dip. He emphasized that the essence of investment and trading lies in curbing greed and controlling panic, adding the coming period could mark the most panic-driven phase yet for the crypto space—buying Bitcoin at current highs would expose investors to one final major washout. The crypto industry is currently confronting five key crises: disinterest from younger generations, traditional funds focusing heavily on AI, ongoing debunking of crypto’s popular narratives, numerous celebrities exiting after cashing out, and industry leaders lacking meaningful innovation and substantive development.

May 18: Latest data from Blur shows the Bored Ape Yacht Club (BAYC) NFT series has staged a sharp rebound from its recent lows. The BAYC floor price has climbed from 5.6 ETH in early April to 10.31 ETH—an over 80% jump—even briefly hitting nearly 12 ETH at one point during this uptick. Over the past 30 days, BAYC’s trading volume has surged to roughly 6105 ETH.

May 18 – Nomura released a report stating that demand for AI-driven semiconductors is growing exponentially, while memory chip supplies remain constrained. This dynamic is expected to spark a revaluation of memory chip stocks. The Japanese financial services firm sharply raised its price targets for Samsung Electronics and SK Hynix: Samsung’s target soared from 340,000 South Korean won (KRW) to 590,000 KRW, and SK Hynix’s rose from 2.34 million KRW to 4 million KRW. Both stocks are rated "Buy". Nomura noted that as AI semiconductor demand shifts from training to inference workloads, memory requirements are entering an exponential expansion phase. In contrast, the bank projects industry supply growth over the same period will be limited to roughly 5 to 6 times current levels (a compound annual growth rate of about 30%), raising major questions about whether the structural supply-demand imbalance can ever be fully resolved. The report added that while the sector is attempting to narrow

May 18 – According to updates from official websites and community feedback, prediction market Polymarket and several other trading platforms are facing a suspected archiving and display glitch. As of now, no active markets are appearing in the Weather section, and Polymarket’s officials have not yet released a response to the reported issue.