Serenity: SK Hynix, Micron, and Samsung have sold out their 2027 DRAM and HBM production capacity, with memory shortages likely to persist.

According to Bitget market data, Kioxia rose 2.97% intraday, while the Nikkei 225 index fell 0.53%. In related news, Kioxia officially announced its first GP series solid-state drive (SSD) — the KIOXIA GP1 — which supports direct GPU access to high-speed flash memory. The product delivers extreme random read performance of 100 million IOPS. Kioxia stated that the KIOXIA GP1 series is designed to support the emerging AI storage architecture that integrates high-speed flash memory media into graphics memory systems. This approach enables AI systems to access larger datasets at a far lower cost than adding HBM, while boosting GPU utilization.

South Korean cryptocurrency exchange Bithumb will list META2 and USDG KRW trading pairs.

Citrini analyst Jukan published a report stating that NVIDIA is discussing adjusting the HBM configuration of its next-generation Rubin Ultra GPU, possibly shifting the main version from HBM4E 12Hi 384GB to HBM4 8Hi 192GB, with an HBM4E 8Hi version to be launched later. The analysis notes that if NVIDIA’s CoWoS capacity allocation reaches 1.2 million units in 2027, its accelerator output is expected to hit around 9.9 million units, of which Rubin Ultra production will be roughly 1.6 million units. If the lower-spec HBM scheme is adopted, NVIDIA’s 2027 HBM demand is projected to drop from 24.1 billion Gb to 21.6 billion Gb, a decrease of about 10%, with overall HBM demand potentially falling by around 4%. Jukan argues this "spec downgrade" is not due to weak demand, but rather NVIDIA’s strategy to boost accelerator output amid limited HBM supply. As DRAM manufacturers’ HBM expansion pace cannot match TSMC’s advanced process and packaging capacity growth, HBM supply has become a bottleneck for AI chip production. Additionally, DRAM makers also struggle to significantly adjust their capacity allocations. Currently, smartphone and PC vendors in the consumer electronics sector are grappling with storage shortages, and further cuts to traditional DRAM supply could intensify pressure on the end market. The analysis concludes that by adjusting HBM configurations, NVIDIA is poised to unlock more AI accelerator capacity with limited storage resources while easing the HBM supply bottleneck.

Palantir (PLTR)’s latest financial report shows that the company’s second-quarter revenue rose 93% year-over-year to $1.94 billion, net profit hit $1.06 billion, and it significantly raised its full-year performance guidance. Boosted by the results, the company’s stock price climbed more than 12% in after-hours trading on Monday. Palantir forecasts full-year 2026 revenue of at least $8.15 billion, up from its prior expectation of less than $7.7 billion. U.S. commercial business revenue is projected to reach $3.4 billion, growing at least 134% year-over-year, making it the key growth driver. Markets had previously worried that the rapid expansion of AI model firms like OpenAI and Anthropic could erode Palantir’s competitiveness, but this earnings report has reignited investors’ focus on its "AI Sovereignty" business model. Palantir CEO Alex Karp noted that enterprises and governments are seeking control over their own data, AI systems, and decision-making processes, a key source of the company’s growth. The so-called "AI Sovereignty" refers to enterprises preventing their core data from being used for training by external AI model providers, while ensuring AI systems align with their own business needs. Palantir argues that future enterprises need not just base models, but AI platforms that can manage data, integrate into business workflows, and protect competitive advantages. In recent years, Palantir has been expanding its enterprise AI business and criticized the business models of some AI labs, claiming that enterprises pay large fees to model suppliers yet may lose control over their core data. However, Palantir still faces pressure in overseas markets. Due to the company’s long-standing work with the U.S. government and defense sector, some European nations are reducing their reliance on U.S. tech firms. As of the latest quarter, international client revenue makes up about 19% of Palantir’s total revenue, down from 26% in 2025.

According to South Korea’s Seoul Economic Daily, the Bank of Korea (BOK) has restarted its physical gold purchase plan after 13 years, sourcing gold from South Korean gold producers’ planned exports via the Korea Exchange (KRX) gold market and Korea Securities Depository (KSD) infrastructure. The BOK announced on the 3rd that it has established a cooperation framework with KRX, KSD, and gold producer LS MnM to jointly advance domestic gold procurement. The transactions will be executed as block trades on the KRX gold market, with settlement and custody managed by KSD. The BOK said purchasing export-focused gold is primarily intended to mitigate impacts on domestic gold market prices and reduce interference with intraday market fluctuations through block trades. This marks the BOK’s first resumption of physical gold purchases since 2013. Between 2011 and 2013, the BOK accumulated 90 tons of gold, but suspended procurement after valuation losses stemming from subsequent gold price drops. As of the end of June this year, the BOK’s foreign exchange reserves totaled $427.36 billion, with gold reserves valued at roughly $4.79 billion, accounting for just 1.1%. Against the backdrop of major global central banks continuing to boost gold allocations, the BOK’s move is viewed as a step to diversify foreign exchange reserves and lower concentration in dollar assets. However, the BOK noted future purchase volumes will not be large. South Korea’s annual domestic gold output is around 40 to 45 tons, of which only 4 to 5 tons are exportable. The BOK emphasized that the resumption of gold purchases is not based on gold price trend judgments, but rather on corporate procurement requests, domestic and international gold prices, and market conditions to decide transaction timings.

Per HTX market data, possibly driven by news that Upbit will list HOME on its KRW and USDT trading pairs, HOME surged over 30% in a short time, currently trading at $0.00899, with its market capitalization rising to $38.5 million.