Huatai Securities anticipates a robust semiconductor equipment market in the second half of the year, spotlighting three promising investment opportunities: firstly, the surge in demand for advanced process logic and packaging driven by generative AI; secondly, the structural shifts arising from the expansion of advanced processes in mainland China; and thirdly, the potential for a market share shift within China's equipment market, characterized by a 'rise in the east and fall in the west' under the U.S. export restrictions. These forecasts hinge on the anticipated increase in capital expenditures by global semiconductor manufacturers and the subsequent growth in revenues for equipment providers.

This year, a total of 161 A-share companies have revealed 221 private placement plans, the majority of which are centered on industrial integration and upgrading. Enhanced policy support and improved market conditions have fueled the appetite of listed companies for refinancing, thereby making private placement a crucial capital operation tool for enterprises to reinforce and complement their industrial chains.

Shanghai Xianyao Display Technology Co., Ltd. has recently been granted a patent titled "High Light Extraction Efficiency Micro LED," with authorization announcement number CN115210801B. The patent was officially authorized on March 14, 2025, following an application submitted on January 22, 2021. This patent is likely to encompass technologies aimed at enhancing the light extraction efficiency of LED chips.

RoboSense has proudly announced the official delivery of its one millionth automotive LiDAR unit, solidifying its position as the first company in the world to achieve this significant milestone. The company has forged strategic collaborations with an impressive array of 30 automakers and Tier 1 suppliers worldwide, encompassing names like Geely, SAIC Motor, GAC Motor, FAW, and Guangzhou Toyota.

The U.S. stock market closed on a positive note, with all three major indexes rising. The Nasdaq surged 1.52%, the S&P 500 advanced 0.94%, and the Dow Jones climbed 0.75%. Large technology stocks were generally on the upswing, with AMD leading the pack with gains exceeding 8%, while Meta, Netflix, and Tesla also posted increases of over 1%. Popular Chinese concept stocks were all in positive territory, with Futu Holdings surging over 10%, and Bilibili and Alibaba among several stocks that gained more than 2%.

Lisa Su, CEO of AMD, unveiled the company's ambitious vision for propelling advancements in artificial intelligence. Consequently, coupled with the optimism expressed by Piper Sandler analysts regarding AMD's latest product launches and their subsequent increase in the share price target, shares of Advanced Micro Devices (AMD) skyrocketed by nearly 9% on Monday.

Intel is poised to unveil its 3rd Generation Core Ultra desktop processors, and recent leaks suggest that the Core Ultra 300 series is set for a significant upgrade. Renowned leaker g01d3nm4ng0 has shared a comprehensive list of Intel's upcoming desktop processors for the X platform. This list includes seven SKUs, spanning from the entry-level Core Ultra 3 to the flagship Core Ultra 9. This revelation indicates that Intel will offer a broader spectrum of options and more robust performance in its Core Ultra series, catering to the diverse needs of various users.

TSMC's Arizona facility has initiated production, successfully fabricating the inaugural batch of chips destined for leading tech giants such as Apple, NVIDIA, and AMD. Initially scheduled to employ N4 process technology, the plant officially commenced operations at the close of last year. According to reports, the first units of NVIDIA's latest Blackwell AI GPU, which is built on a customized N4 version known as 4NP, have been dispatched to Taiwan for packaging. Prior to this milestone, the facility had already manufactured 20,000 wafers for its esteemed clientele.

The Dutch court has upheld the regulatory body's ruling, concluding that Apple violated antitrust laws by abusing its dominant market position in managing dating app billing. Consequently, the court endorsed the decision to impose a multimillion-dollar fine on the tech giant. Despite Apple's attempts to make adjustments, it has failed to significantly mitigate the financial pressure stemming from the fines imposed by Dutch regulators since 2021.

The overnight trading sessions on the Dalian Commodity Exchange (DCE) and Zhengzhou Commodity Exchange (CZCE) concluded with a mixed bag of performance. Styrene prices experienced a significant decline of more than 2%, while prices for PX (paraxylene) and PTA (purified terephthalic acid), among other varieties, also fell by over 1%. Polypropylene (PP) and starch prices witnessed minor decreases. Conversely, coking coal and rapeseed oil prices registered gains of more than 1%, and caustic soda and soda ash prices inched upwards slightly.

The Trump Media & Technology Group aims to introduce an ETF focused on investments in Bitcoin and Ethereum, representing its second application for a cryptocurrency ETF within a span of less than two weeks. Should this ETF gain approval from regulatory bodies, it will enter a fiercely competitive landscape, where leading firms such as BlackRock already dominate, with their iShares Bitcoin ETF managing assets totaling $72.5 billion.

Apple, in the developer-focused video titled "What's New in watchOS 26," revealed a groundbreaking architectural upgrade for the Apple Watch. Specifically, the Apple Watch Series 9, Series 10, and Apple Watch Ultra 2 will transition from the arm64_32 architecture to the full arm64 architecture. This shift signifies that these models will now benefit from an expanded memory range, enhanced performance capabilities, and improved compatibility with the universal ARM computing standard. Given that all other Apple platforms have already adopted the full arm64 architecture, this upgrade ensures that the Apple Watch aligns seamlessly with Apple's broader ecosystem.

US chip stocks exhibited a general uptrend, with the Philadelphia Semiconductor Index advancing by more than 2%. Notably, Western Digital, Qualcomm, and Intel saw gains exceeding 2%. Meanwhile, NVIDIA, ASML, and TSMC also recorded increases of over 1%.

On June 16, all three major US stock indexes opened with gains, with the Nasdaq surging 0.76%, the Dow Jones Industrial Average climbing 0.48%, and the S&P 500 advancing 0.54%.

Upon the enactment of the Stablecoin Ordinance in Hong Kong, Yuta Logistics Technology intends to apply for a stablecoin issuance license. The company plans to introduce the Hong Kong dollar-pegged stablecoin "RHKD" and the Bitcoin-backed token "RBTC". Customers will have the option to exchange Hong Kong dollars or US dollars for "RBTC". To pave the way for the issuance of "RBTC", Yuta Logistics has initiated a Bitcoin acquisition plan worth $1.5 billion, which will be financed through the issuance of the company's common stock.

Longsys Electronics (HK) Co., Limited, a wholly-owned subsidiary of Longsys, has entered into a definitive Memorandum of Understanding (MOU) with SanDisk. This strategic partnership aims to harness Longsys' proficiency in controller chips and firmware innovation, coupled with SanDisk's expertise in flash memory technology and system integration, to bring forth bespoke, high-quality UFS products and solutions specifically designed for the mobile and Internet of Things (IoT) markets.

Lakala is contemplating the issuance of H-shares and a listing on the Hong Kong Stock Exchange, a strategic move aimed at bolstering its internationalization efforts, fostering a domestic and international dual-cycle model, and elevating its global competitiveness. Furthermore, this initiative is expected to expedite the integration of digital currencies in cross-border contexts. While specific details remain undisclosed, Lakala will adhere to its obligations of subsequent information disclosure, contingent upon internal review and regulatory approvals from relevant authorities.

United Continents International, TP-Link's export entity situated in Zhangjiang, Shanghai, has unexpectedly announced substantial layoffs within its WiFi chip department, offering a substantial N+3 compensation package. The affected staff primarily includes those in algorithm, verification, design, and related roles, with a significant portion being let go and only a handful of core team members retained. The entire layoff process was swift, spanning just half a day from notification to the completion of departure formalities. This strategic shift might be attributed to the company's production plans for WiFi 7 chips and its cost-cutting measures, rather than a complete exit from the WiFi chip sector.

Huawei has recently submitted a patent application for a pioneering 'quad-chiplet' packaging design, envisioned for integration into its next-generation AI chip, the Ascend 910D. While this design bears a resemblance to NVIDIA's Rubin Ultra architecture, Huawei remains steadfast in its pursuit of developing proprietary, cutting-edge packaging technologies. Should this patent be successfully implemented, Huawei is poised to rival industry leaders in this domain.

In an interview on June 16, Lei Jun, the founder of Xiaomi Group, highlighted the remarkable strides Xiaomi has made in design, quality, and user experience. He underscored that "Technology-driven and high-end leadership" remains the company's core strategy. Specifically addressing the recently unveiled Xuanjie O1 chip, Lei Jun lauded it as a pivotal milestone for Xiaomi. The Xuanjie O1, a cutting-edge 3-nanometer SOC, is produced by only four companies globally, with Xiaomi being the sole mainland Chinese representative among them.

Lei Jun disclosed that Xiaomi embarked on the development of the Xuanjie O1 over 4.5 years ago, investing a substantial 13.5 billion yuan in the project. Since its entry into the chip industry in 2014, Xiaomi has been committed for over a decade. Emphasizing the importance of long-term investment in the chip industry, Lei Jun noted that the launch of the Xuanjie O1 is merely the starting point. Xiaomi intends to sustain its investments over the next 5 to 10 years, aiming to achieve a self-sustaining business model in the sector.