Serenity: Leveraged Traders Turn to Crypto Market and Biotech, AI Stocks Poised for Faster Recovery

BlockBeats News, August 21st, Serenity's post indicated that leverage traders have moved away from AI stocks back to Hyperliquid (crypto market) and biotech targets, believing this could help AI stocks recover faster. The rise in the South Korea ETF EWY was mainly driven by SK Hynix's stock buyback, while Samsung Foundry raised prices by about 10% to 15%.

Serenity stated that SK Hynix disclosed a CPO roadmap, with the solution involving a photonics interconnect layer for memory, potentially expanding the addressable market and driving demand in the laser, photonics integrated circuit, and packaging supply chain. In addition, following the successful listing of memory chipmaker CXMT, Yangtze Memory (YMTC) is seeking an IPO in the next quarter.

Optoelectronics manufacturer Tyntek hit the limit up, with its order visibility extending to 2028, reflecting a supply-demand imbalance in the photonics industry's optoelectronic diodes. Furthermore, there is still a shortage of high-end PCB drilling needles. AI data centers, servers, and optical communications are driving demand for PCBs, HDI, and substrate packaging, while tungsten prices are also rising.