1. Samsung announced plans to invest 2030 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 on GPUs;
4. Kalshi’s weekly nominal trading volume surpassed $10 billion for the first time;
5. Musk: SpaceX plans to release a brand-new AI model every month this year;
6. Starting July 1, nearly 20 semiconductor companies launched a new round of price hikes;
7. Changxin Memory secures a $3 billion memory chip supply agreement with Tencent;
8. The market views Samsung and SK Hynix’s investment plans favorably; further policy measures will be closely watched;
9. Atreides founder: DRAM remains the most significant bottleneck for AI and will account for 30%–40% of data center capital expenditures by 2027;
10. A Hyperliquid “whale,” who previously profited $13.68 million by shorting 16 altcoins, is suspected of having transferred a cumulative total of $21.82 million in ETH to exchanges.