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Samsung Electronics (005930 KS) is expanding its alliance with NVIDIA (NVDA) into NAND flash supply, according to sources via Korean press
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Samsung Electronics is mass-producing V10 V-NAND for NVIDIA, leveraging a 100,000+ wafer monthly capacity to expand their alliance beyond HBM4 and AI factory cooperation into comprehensive AI storage supply.
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Sources said Samsung Electronics has established monthly V-NAND production capacity exceeding 100,000 wafers and is mass-producing and supplying V10 products to NVIDIA.
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