Samsung is expanding its collaboration with NVIDIA, with the latter’s Rubin CMX having storage requirements comparable to those of Apple Inc.
17 hours ago
According to Citrini analyst Jukan, Samsung is expanding its NAND flash partnership with Nvidia, adding V9 NAND supply to their existing collaborations in DRAM, HBM, and foundry services. The two have also launched mass production of V10 NAND and are accelerating development of 500-layer V11. Fueled by surging demand for AI server KV cache and Nvidia’s CMX storage system—which integrates 576 SSDs and offers 9600TB of capacity—Samsung is rapidly shifting its V-NAND production capacity to prioritize V9, with plans to sharply ramp output. “Nvidia’s Rubin CMX will absorb NAND supply like a sponge. For context, it’s roughly equivalent to adding another Apple-sized demand source to the NAND market,” Jukan noted. Additionally, Samsung is adopting molybdenum material innovations in V10 to boost density, and Samsung Executive Chairman Lee Jae-yong is set to meet Nvidia CEO Jensen Huang to discuss deepening cooperation in HBM, NAND supply, and South Korean data center projects.
Robinhood Chain ecosystem token PONS briefly surged past $39 million in market capitalization, hitting a new all-time high.
30 minutes ago
Margin balance in South Korean stock market falls to its lowest level since April.
30 minutes ago
Ark Invest added $20.5 million worth of SpaceX stock and trimmed $4.1 million worth of Robinhood stock.
30 minutes ago
Samsung Electronics rose over 4%, while SK Hynix gained more than 3%.
30 minutes ago
Donald Trump has agreed to the ethics provisions of the CLARITY Act, bringing the bill closer to a Senate vote.
30 minutes ago
Sources: The White House has reached an agreement on the ethical provisions of the CLARITY Act.
30 minutes ago
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