$SUNNY OPTICAL(02382.HK) rose by five to six percent, while $NEXCHIP(02249.HK) basically didn't move. One makes mobile phone and automotive lenses, the other does wafer foundry services; both are on the hardware supply chain in the Hong Kong stock market. Within a single day, one showed a significant reaction while the other showed absolutely none. Orders for $SUNNY OPTICAL(02382.HK) follow the volume of terminal device replacements and automotive camera units. At closing, its RSI pushed to 64, positioning it at the 92nd percentile of its 20-day range. In contrast, the capacity utilization rate for $NEXCHIP(02249.HK) will only be reflected in financial reports after downstream inventory is fully digested, so its response is inherently lagging. Therefore, the stagnation of $NEXCHIP(02249.HK) suggests that demand hasn't yet transmitted to this link, or perhaps the price war in the foundry sector has already ground away its elasticity. It looks more like the former—if it were truly a price war, downstream players like $SUNNY OPTICAL(02382.HK) wouldn't strengthen independently either.