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Samsung reportedly starts supplying V10 NAND flash memory to Nvidia.

6 hours ago

Samsung Electronics is expanding its collaboration with Nvidia in the NAND flash memory sector. Industry sources revealed that Samsung has built V-NAND production capacity exceeding 100,000 wafers per month and is mass-producing its 10th-generation V10 products for supply to Nvidia. It is reported that Samsung has allocated approximately 60% of its V-NAND production capacity to V9 flash memory, a move aimed at meeting Nvidia’s demand for NAND for its CMX products set to launch in the second half of the year. In addition, Samsung has started trial production of 500-layer V11 flash memory; the trial production began earlier this year, and the company plans to double the related output in the second half of the year.

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Analyst: European Central Bank expected to hold interest rates steady this week and maintain a hawkish bias.

Nuveen global investment strategist Laura Cooper said in a report that following June’s interest rate hike, the European Central Bank (ECB) will likely hold interest rates steady at this week’s meeting while maintaining a hawkish stance. Cooper noted that if renewed tensions drive energy prices higher, the ECB will remain open to further policy tightening. She added that inflation is milder than feared, the Purchasing Managers’ Index (PMI) pricing subindex shows almost no signs of reaccelerating, and producer price data confirms upstream cost pressures are easing. “These factors provide a reason for holding steady this month,” she said. The complication is that commodity supplies are being disrupted again, which could reignite energy price pressures just as the ECB gains confidence in its inflation decline path.

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US crypto-related stocks rose broadly, with Coinbase surging more than 12%.

According to market data from BIT (bit.com), crypto-related stocks in the US equities market rallied across the board during intraday trading: Circle (CRCL) rose 7.28%, MARA gained 6.56%, Sharplink (SBET) climbed 2.52%, Robinhood (HOOD) advanced 8.34%, Bullish (BLSH) increased 7.71%, Coinbase (COIN) jumped 12.15%, and Strategy (MSTR) rose 4.65%.

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Trump: Our issues with Iran are far from over.

US President Donald Trump said: "Our situation with Iran is far from over. We will not withdraw now and have already exerted significant influence on Iran. Our agreement will not allow Iran to possess nuclear weapons."

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The four leading small-cap storage stocks in US equities all surged more than 10%.

According to market data from BIT (bit.com), the US stock memory sector is seeing continued strength. Micron Technology (MU) climbed 10.54%, SanDisk (SNDK) gained 11.77%, Western Digital (WDC) advanced 12.23%, and Seagate Technology (STX) rose 10.58%. Additionally, the Roundhill Memory ETF (DRAM) increased 9.91%, while SK Hynix ADR was up 10.03%.

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Trump: Iran hasn't seen anything yet; we have been very restrained.

US President Donald Trump said that Iran has not seen anything yet, noting that the U.S. has been exercising great restraint. "We will soon strike the Kaoshan region."

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Trump: Iran is eager to meet, but we are not interested.

US President Trump said that Iran is eager to meet, but the US has no interest in holding a meeting until Iran is ready.

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