The A-share semiconductor equipment sector strengthened in the afternoon session, with multiple stocks rising sharply.

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.

On Monday morning, the A-share semiconductor sector briefly tracked a pullback in related South Korean stocks. The KOSDAQ index triggered a program trading circuit breaker during intraday trading, with a maximum drop of 3.8%. Chip giants Samsung Electronics and SK Hynix saw sharp opening dips, but the decline was soon halted by news of a new round of expansion in South Korea's storage chip chain. Earlier in the afternoon, the South Korean government released its latest industrial plan. President Lee Jae-myung stated that South Korea must push forward with the construction of chip production facilities as soon as possible, as existing industrial parks are approaching their carrying limits in terms of water resources and infrastructure. Going forward, the country will focus on expanding semiconductor supply capacity through investments in its southwestern region. Under the plan, South Korea plans to build four chip manufacturing plants in the southwestern region, with a total investment of about 800 trillion won, and will allocate at least 30 trillion won over the next 15 years to semiconductor sectors including next-generation memory, edge AI, and defense. In response to the news, South Korea's KOSPI index turned from decline to gain in the afternoon, while related A-share stocks rebounded in tandem. Among them, Huahong Qingke surged 19.01%, Microtech Corporation rose 8.58%, Anji Technology gained 9.46%, Shanghai Silicon Industry climbed 11.30%, Coremax increased 9.06%, and Huace Testing & Control advanced 10.21%.