星球晚讯

1. Samsung announced an investment plan to invest 2030 trillion Korean won 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 analysts say AI model inference performance depends more on memory than GPUs;

4. Kalshi's weekly nominal trading volume exceeded $10 billion for the first time;

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

6. Price adjustments to be centralized from July 1, nearly 20 semiconductor companies to start a new wave of price increases;

7. Changxin Memory Technology secured a $3 billion supply agreement with Tencent for memory chips;

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

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

10. Having shorted 16 altcoins for a profit of $13.68 million, a Hyperliquid whale reportedly transferred a total of $21.82 million in ETH to exchanges.