Samsung Electronics (005930 KS) is expanding its alliance with NVIDIA (NVDA) into NAND flash supply, according to sources via Korean press

Samsung's expansion of its partnership with NVIDIA into NAND flash supply signals strong growth prospects in the semiconductor sector.

Newsquawk StaffPublished 20 Jul 2026, 09:15 UTCOn the live feed at 08:55 UTC — 5 more headlines followed before this page went public

Newsquawk headlinesUTC

09:06

Russia's Kremlin says it would welcome new contact between Russian and US foreign ministers; notes of technical contacts between both sides at the foreign minister level

08:57

Iraq's SOMO is reportedly looking to buy Aug-Sep gasoil deliveries, according to documents

08:55

Samsung Electronics (005930 KS) is expanding its alliance with NVIDIA (NVDA) into NAND flash supply, according to sources via Korean press

08:47

[MARKET ANALYSIS] European bourses trade modestly firmer; Energy leads amidst the ongoing US-Iran conflict

08:39

"Both mediators have put forward some proposals and ideas and had some exchanges off late with Iran and US in order to de-escalate", Pakistani journalist Mallick reports

Open the platform and use it. The whole workspace is free to try, with no signup and no card. When you want the headlines arriving live instead of on a delay, Newsquawk Pro is £24.99 for 7 days.

Try the platform free

Free. No signup, no card.

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.

Context

This move not only tightens their collaboration but also reflects confidence in demand for advanced semiconductor products, which may enhance both companies' competitive positions. Investors should consider the broader implications for the semiconductor industry and potential ripple effects on peer companies.

Equities · last 90 days

Recent headlines that moved markets

EQUITIES/8 Sept · 05:24 UTC

Saudi Energy Minister says a number of energy facilities and utilities were hit; are temporarily halting some operations.

Equity indices, after we published−0.3%

Modest downside seen across equity futures as energy prices tick higher.

EQUITIES/3 Sept · 04:54 UTC

North Korea stripped references to "peaceful unification" with South Korea from the charter of its ruling Workers' Party of Korea, according to Yonhap.

Equity indices, after we published−3.3%

EQUITIES/1 Sept · 16:17 UTC

Initial reports of an American attack on Iran, reports i24's Stein.

ES, after we published−0.2%

EQUITIES/26 Aug · 12:56 UTC

States and Meta (META) and agree to settle claims that platforms harmed children, according to a court filing; Meta agrees to pay a maximum of USD 16.68bln to states as part of deal

Market, after we published+2.6%

EQUITIES/7 Sept · 10:54 UTC

Saudi Aramco Jizan oil facilities were reportedly hit in new strikes, the FT reports citing sources; hit on Monday, damage is being assessed.

Equity indices, after we published−0.1%

EQUITIES/7 Sept · 09:15 UTC

Volkswagen (VOW3 GY) says that the Co., Lower Saxony and Aurelius Capital have agreed on key terms for the sale of Osnabrueck Plant; aims to secure the site and majority of jobs in the long term.

Market, after we published+1.6%

Newsquawk Daily

Get both market opens in your inbox.

This note and the other one — the EU open and the US open, every business day, written by the desk. No account needed.

Related headlines

The whole workspace, free to try.

© 2026 Newsquawk. All rights reserved.