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BlockBeats News, on June 4, Japan will introduce Anthropic Claude Mythos for banking network defense. Major banks such as Mitsubishi UFJ, Mizuho, and Sumitomo Mitsui will gain access. Japanese Finance Minister Katsuki Katayama stated that the government has established a public-private joint task force to assess the potential risks this model could pose to the financial system. According to Anthropic, the unreleased Claude Mythos Preview is designed specifically for defensive cybersecurity operations. It can be used for local vulnerability detection and penetration testing, and has already discovered thousands of high-risk vulnerabilities—including multiple zero-day vulnerabilities—across major operating systems and browsers. Katayama also revealed that some Japanese financial institutions have already received cybersecurity capability support from OpenAI GPT-5.5 through restricted access arrangements. This move indicates that companies such as OpenAI and Anthropic are promoting the use of advanced code models in the financial industry’s network security sector, positioning them as vital tools for enhancing the defense capabilities of critical infrastructure.

1. On Thursday, the US Dollar Index edged down by 0.12% to around 99.41 but remained near its two-month high. The latest round of conflict in the Gulf region has dampened market risk appetite, while the USD/JPY exchange rate fluctuated near the critical 160 level, keeping traders highly alert to potential official intervention.2. On Wednesday, Iran launched an attack on Kuwait, damaging Kuwait Airport and injuring dozens. Meanwhile, US forces carried out strikes near the Strait of Hormuz, further complicating the prospects for ending the war through diplomatic means.3. Although Israel and Lebanon have reached a ceasefire agreement, the outlook for a broader peace deal remains unclear. This has kept oil prices elevated and further supported the market's demand for the safe-haven US dollar.4. The euro rose 0.15% against the dollar to $1.1612. Surveys indicate that the market expects the European Central Bank to raise the deposit rate to 2.25% on June 11 to curb inflation.5. Analysts point out that escalating geopolitical tensions are driving up oil prices and global yields, and the dollar's safe-haven status appears to be strengthening again. There is currently no compelling reason to be bearish on the dollar, so a neutral stance is being maintained, with expectations that the dollar will remain firm but trade within a range.6. As for data, a survey showed that last month the US services input price index jumped to its highest level in nearly four years, further reinforcing economists' views that the Federal Reserve will keep interest rates unchanged until next year.7. The USD/JPY stood at 159.87, rebounding from Wednesday's lows. Overnight, the USD/JPY had risen above the 160 level for the first time since April 30, triggering verbal intervention warnings from Japanese officials. The market generally regards 160 as the threshold at which authorities may intervene.8. Bank of Japan Governor Kazuo Ueda has strengthened expectations for a rate hike in June by taking a clearer anti-inflation stance. The inflation risk from the energy shock triggered by the Iran war has created room for more frequent rate hikes.

Gelonghui, June 4 — According to Nikkei Chinese Edition, the prices of semiconductor memory DRAM are rising. The bulk trading price of 16GB DDR5 in April was around $35 each, about $2 (6%) higher than the previous month, marking the fourth consecutive monthly increase; half a year ago, it was traded at around $10 each, a 3.5-fold rise in six months. DDR4 prices are also steadily increasing on a quarterly basis. Based on information from more than 10 related companies, the bulk trading price of DDR4 8GB rose up to about 2 times in April–June compared to the previous quarter. In the DRAM field, Korea’s Samsung Electronics, SK Hynix, and America's Micron Technology together account for over 90% of the global supply. These companies are now prioritizing the supply of stacked DRAM “High Bandwidth Memory (HBM)” needed for powering AI, thus reducing the production of general-purpose products for PCs and other uses. Compared to DDR5 and DDR4, HBM has a higher profit margin. In order to focus on HBM production, the three leading DRAM companies have successively halted or reduced DDR4 production. Currently, supply is mainly handled by Taiwanese memory manufacturers like Nanya Technology, but their output is smaller than the three giants and not enough to fill the gap. The major clients of these three companies are U.S. hyperscale cloud service providers (Hyperscalers). With the rapid adoption of AI, American companies such as Google are accelerating data center construction. U.S. research firm Omdia predicts that the global data center equipment investment will grow by an average of 17% per year, reaching $1.6 trillion by 2030.