星球晚报

1. Samsung announced an investment plan, investing 2030 trillion KRW in semiconductor clusters in Yongin and Pyeongtaek, South Korea.

2. Vitalik Buterin: Indistinguishability Obfuscation (iO) can build nearly trustless voting systems and auction protocols.

3. Micron (MU) is more important than Nvidia! Citrini analyst states that AI model inference performance relies more on memory than GPUs.

4. Kalshi's single-week notional trading volume exceeded $10 billion for the first time.

5. Musk: SpaceX plans to release a new AI model every month starting this year.

6. Starting July 1st, nearly 20 semiconductor companies will initiate a new round of price hikes.

7. ChangXin Memory Technologies secured a $3 billion memory chip supply agreement with Tencent.

8. The market is optimistic about Samsung and SK Hynix's investment plans, with further policy measures to watch.

9. Atreides founder: DRAM has always been the most important bottleneck for AI, and will account for 30%-40% of data center capital expenditure by 2027.

10. Having profited $13.68 million from shorting 16 altcoins, a Hyperliquid whale is suspected of having transferred a total of $21.82 million in ETH to exchanges.