🔥 Bitget US Stock Hotspot Sniper｜2026.06.12
2026/06/12 02:14Main Line: AI Chip Supply Chain Tension | SpaceX IPO · TSMC Price Hike · Storage Iteration · Intel Upgrade
1️⃣ SpaceX IPO Sets Record Subscriptions SpaceX plans to sell $75 billion worth of shares through its IPO, attracting over $70 billion in retail subscription orders, with BlackRock subscribing for at least $5 billion. Retail investors will receive at least 20% of the available shares, and the IPO is entering its final sprint phase. 🎯 Beneficiaries: SPCX; Key Catalyst: Historic largest-scale IPO debut trading heat and Musk ecosystem capital spillover.
2️⃣ Google Partners with Samsung on Next-Gen AI Chips Amid ongoing tight chip manufacturing capacity, Google plans to have Samsung Electronics produce part of the memory I/O die for its "Ice Fish" (10th-gen Tensor Processor) using 2nm process, while TSMC will still handle the 1.4nm core computing engine. 🎯 Beneficiaries: GOOGL, 005930.KR (DRAM ETF); Key Catalyst: Supply chain diversification advancing, with cooperation outside TSMC landing.
3️⃣ SK Hynix to Mass Produce 375-Layer NAND by Year-End SK Hynix has completed production validation for its V10 series 375-layer 3D NAND and is advancing fab conversion, targeting large-scale mass production in 2026. The highlight is replacing part of the tungsten word lines with molybdenum, boosting performance in ultra-high stacking. 🎯 Beneficiaries: 000660.KR (DRAM ETF); Key Catalyst: Storage technology iteration accelerating, challenging Samsung’s leadership.
4️⃣ TSMC 3nm Capacity Remains Severely Tight TSMC surged over 3% in the previous trading day. Its 3nm monthly capacity has increased to 175,000 wafers but still cannot meet AI chip demand. The company is considering raising 3nm wafer prices by up to 15% in the second half of the year. 🎯 Beneficiaries: TSM; Key Catalyst: Advanced process supply-demand imbalance, with price hike expectations materializing.
5️⃣ Intel Receives Major Upgrade from BofA Intel surged over 9% in the previous trading day after BofA upgraded its rating from “Underperform” to “Buy” with a $135 target price. The bank expects Intel’s EPS potential to exceed $6 by 2030, recognizing strong server chip and foundry business prospects. 🎯 Beneficiaries: INTC; Key Catalyst: Doubling of long-term earnings expectations and strengthened analyst confidence.
Trading Tip: SpaceX IPO record subscriptions combined with AI chip supply chain tension are driving the theme. TSMC price hikes, storage iteration, and Intel upgrade are resonating—focus on capacity dynamics and capital flows while managing volatility. Above content is for information reference only and does not constitute investment advice.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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