AI 硬件供应链周报：存储涨价、CPO 路线与 IPO 潮
I'm glad the leverage bros moved from AI stocks back to Hyerliquid and biotech l…
I'm glad the leverage bros moved from AI stocks back to Hyerliquid and biotech like $MRNA, so maybe we'll see a faster recovery.
我很高兴那些杠杆兄弟从AI股票转回了Hyerliquid和生物科技如$MRNA，所以也许我们会看到更快的复苏。
Aside from that just some TLDR stuff:
除此之外，只是一些TLDR内容：
- $EWY up, primarily from SK Hynix buybacks (they're just too profitable), and Samsung Foundry roughly ~10-15% price hikes.
- $SKHY unveils CPO roadmap?? Apparently they're doing something with photonic interposer that links to memory, so I gotta look a bit deeper into this
- $EWY上涨，主要得益于SK海力士的回购（他们太赚钱了），以及三星代工大约10-15%的涨价。
- $SKHY公布了CPO路线图？？显然他们在做与内存相关的光子中介层，所以我得深入研究一下这个。
Probably going to be more TAM expansion, more supply chain beneficiaries (eg. lasers, PICs, packaging) off this.
这可能会带来更多的TAM扩张，更多的供应链受益者（例如激光器、PIC、封装）。
- $YMTC pursuing IPO next quarter following CMXT's successful IPO.
- $YMTC在下个季度寻求IPO，紧随CMXT的成功IPO之后。
The Chinese IPO market is just going brrr from Unitree to memory makers.
中国IPO市场从宇树科技到内存制造商都在飞速发展。
US needs to do something similar rather than IPOing companies at trillion dollar valuations already.
美国需要做类似的事情，而不是让公司以万亿美元估值上市。
- Tyntek limit up there's now order visibility through 2028, given photodiode demand imbalance for photonics.
- 鼎元涨停，现在订单可见性到2028年，鉴于光子学光电二极管需求失衡。
Elazr GM did say the entire optical supply chain was facing major shortages... I'll probably look more at high-end PD bottlenecks next.
Elazr的总经理确实说过整个光学供应链面临严重短缺...我接下来可能会更多关注高端PD瓶颈。
- MS forecasts a 50% Q/Q price increase for DDR4 for Q3, and 10%+ increase for Q4 2026. (Nanya/2408, Windbond/2344, should be happy).
- China reportedly delays clearance from germanium, quartz-based materials, and neodymium magnets To taiwan.
- 摩根士丹利预测DDR4在Q3环比价格上涨50%，2026年Q4上涨10%以上。（南亚科技/2408、华邦电子/2344应该会高兴）。
- 据报道，中国延迟了对台湾的锗、石英基材料和钕磁铁的放行。
So I'll probably have some fun looking into supply chains disruptions there over cup noodles.
所以我可能会在吃杯面时研究那里的供应链中断，找点乐子。
- High-end PCB drill shortage (still ongoing), Kawei (5498) said AI DCs, servers and optical communications are driving demand for PCBs, HDI and package substrates, while tungsten prices are rising.
- 高端PCB钻头短缺（仍在持续），Kawei（5498）表示AI数据中心、服务器和光通信正在推动PCB、HDI和封装基板的需求，而钨价正在上涨。
Though the world's five largest drill manufacturers are aggressively expanding capacity, supply remains far below overall market demand
尽管全球五大钻头制造商正在积极扩大产能，但供应仍远低于整体市场需求。
Just stuff I found interesting recently, obviously $MRNA stuff is too.
只是我最近觉得有趣的东西，显然$MRNA的事情也是。
更进一步：量化金融体系
看懂新闻只是起点——沿量化金融路径，把它变成能交付的工程能力