Serenity: The decade from 2020 to 2030 may be the fastest period of technological progress in human history.

Samsung Electronics and SK Hynix have announced large-scale investment plans. Morningstar equity analyst Jing Jie Yu stated that SK Hynix’s Yongin semiconductor cluster has a total committed investment of approximately 600 trillion won. If the new commitments are independent investments, this could signal a significant oversupply risk over the next decade. Uncertainty led to the stock price dipping at one point today. He noted that he still maintains the view that memory chip pricing is cyclical in the long term, expecting new production capacity to take at least two to three years to come online. Initial demand will exceed supply, but typically in the later stage—during the production capacity peak—demand slows, resulting in oversupply. Yu believes memory chip supply shortages will intensify, but long-term contracts and the large cash reserves of manufacturers are driving a series of capacity investments. Unless the return on investment of hyperscale cloud service providers can keep pace with sales and price growth throughout the period, this trend will be unsustainable over the next decade.

According to 21st Century Business Herald, nearly 20 global analog and power semiconductor manufacturers are set to launch a new round of price hikes starting July 1. They have already implemented multiple batches of tiered price adjustments this year. Many manufacturers reported that their current order backlog is full, and production capacity visibility has improved significantly. Analysts noted that the core drivers of this round of price hikes stem from cost pressures caused by rising wafer foundry and raw material prices, resonating with the sharp surge in demand for power chips driven by AI data center construction. Market share will consolidate toward leading chip players with full IDM (Integrated Device Manufacturing) capabilities, deep upstream integration, and exposure to high-growth sectors.

Serenity’s report stated that Poet Technologies’ management noted the world’s top three laser suppliers collectively control around 68% of the global market share, with their production capacity fully booked for the next two years. This follows LITE’s CEO’s earlier forecast that laser supply tightness would last beyond 2028; Poet’s remarks further signal the shortage could extend into 2029, leaving the optical components industry grappling with a critical component bottleneck. Poet also disclosed it is collaborating with a new client on a high-power External Light Source (ELS) project based on its Interposer platform, with mass production ramp-up expected to launch in the second half of this year. Additionally, the company projects its commercial partnership with Lumilens will generate over $500 million in revenue over the next five years, while market sources say Lumilens’ first client is among the world’s top three hyperscale cloud service providers. On the production planning front, Poet said its current annual optical engine capacity is about 1 million units, and market demand is projected to rise to roughly 1 million units per month by the end of 2027, equivalent to a roughly 10-fold capacity expansion requirement. Serenity believes that if Poet can deliver on the aforementioned production and commercialization targets, its growth outlook will be highly positive. However, as the company has not yet disclosed the specific name of its hyperscale client, its growth expectations remain to be further verified compared to peers that have already made their client resources public.

According to an official announcement, Binance will suspend leveraged trading and delist the following tokens from its margin and lending services at 18:00 (UTC+8) on July 3, 2026: HOT (Holo) and THE (THENA).

Per Lookonchain’s monitoring, a whale address dormant for over a year has resumed buying PUMP tokens, spending 5,000 SOL (about $358,000) to acquire 242.66 million PUMP. More than a year ago, the whale bought 10,957 SOL at an average price of $237 (worth roughly $2.6 million back then) and has since staked the entire amount. Despite earning 1,206 SOL in staking rewards, the sharp drop in SOL’s price means the whale’s total holdings now carry an unrealized loss of over $1.7 million, a loss of approximately 66%.

Foreign investors net sold KOSPI stocks worth 7.7 trillion won (approximately $4.98 billion) on Monday, marking the largest single-day sell-off on record.