Bithumb will list META2 and USDG Korean won trading pairs.

Citrini analyst Jukan cited data from Counterpoint Research, noting that in the second quarter of 2026 DRAM market share figures, SK Hynix’s revenue-based market share only leads Micron by roughly 1 percentage point. Jukan said this result deviates from prior market expectations, mainly because HBM3E prices did not continue to rise—instead, they were reduced after renegotiation—and the delayed launch of HBM4 also impacted SK Hynix’s growth outlook. Additionally, SK Hynix signed long-term supply agreements (LTAs) earlier, with its fixed supply prices reportedly lower than competitors, which also affected its revenue market share performance. The market had widely expected that, leveraging its HBM3E supply advantage, SK Hynix would expand its lead amid the AI storage demand growth cycle. However, the latest data shows Micron is narrowing the gap with SK Hynix.

On the 3rd, U.S. sources citing Iranian and U.S. officials reported that Iran and Oman are closing in on an agreement regarding navigation in the Strait of Hormuz. According to U.S. sources, the proposed deal would see vessels entering the Persian Gulf use a shipping lane near Iran’s coast controlled by Tehran, while outgoing vessels would take a lane closer to Oman. Several Iranian officials said passing ships would be required to pay a "service fee", with the revenue split equally between Iran and Oman. However, a U.S. official briefed on the negotiations called the Iranian officials’ account "inaccurate", noting that any "temporary" shipping lanes established in the Strait of Hormuz do not require Iran’s approval, and no fees will be charged to passing vessels.

Per Lookonchain’s monitoring, the CXMT short whale address 0xf292 has paid more than $2.04 million in funding fees. As CXMT’s price continues to rise, the whale’s short position currently carries an unrealized loss of roughly $4.3 million, with a liquidation price of $15.8. Market data shows that this address has been consistently shorting CXMT, yet has been incurring funding costs amid the price rally, and is now facing substantial position pressure.

The $CXMT mega bear 0xf292 has now paid more than $2.04M in funding fees. As $CXMT keeps rising, the whale is now down $4.3M on the short position. Liquidation price: $15.8

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.

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.