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Odaily Evening News

Odaily Evening News

Odaily星球日报Odaily星球日报2026/06/29 11:33
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1. Samsung announced an investment plan to invest 20.3 trillion won in semiconductor industry clusters in Yongin and Pyeongtaek, South Korea;

2. Vitalik Buterin: The obfuscation protocol 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 relies more on memory than GPU;

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

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

6. Centralized price adjustments will begin July 1, nearly 20 semiconductor companies are starting a new round of price increases;

7. ChangXin Memory secured a $3 billion storage chip supply agreement with Tencent;

8. The market is optimistic about Samsung and SK Hynix's investment plans, and will follow up on further policy measures;

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

10. Having shorted 16 altcoins for a profit of $13.68 million, the Hyperliquid whale is suspected of transferring a total of $21.82 million in ETH to exchanges.

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