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

• 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.

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