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BlockBeats News, July 5 — Micron is making an all-out effort to expand global production capacity to address the severe shortage of AI-driven HBM, DRAM, and NAND memory. The company expects tight supply to continue until after 2026, with new capacity gradually coming online starting in 2027, involving substantial overall investment. Details include: Heavy investment in the US · The Manassas plant in Virginia achieved 1α nm process mass production in May 2026. The $2 billion expansion project will quadruple DDR4 wafer supply, focusing on automotive, defense, and industrial sectors, with support from the CHIPS Act subsidy. · In Boise, Idaho, an investment of about $50 billion is underway to build next-generation plants, with groundbreaking completed. The first plant is expected to go into production in mid-2027. Recently, the company further increased total US investment to approximately $200 billion (manufacturing + R&D), including a new second fab. · The megafab project in Clay, New York, worth tens of billions of dollars, is steadily advancing, with plans for multiple wafer fabrication plants and a target of large-scale production around 2030. Simultaneous expansion in Asia · In early July, Hiroshima, Japan held a groundbreaking ceremony for a ¥1.5 trillion (about $9.3 billion) expansion focused on high-end HBM and other AI chips, with shipments expected around 2028. The Japanese government is providing substantial subsidies. · Singapore: Construction of a $24 billion advanced NAND wafer fab began in January, scheduled to start production in the second half of 2028. · Taiwan: Acquired the Powerchip Tongluo wafer fab for $1.8 billion, aiming to begin DRAM production in 2027. Micron emphasized that this capacity expansion is mainly to meet long-term demand and localize the supply chain, not for a short-term significant increase in consumer-grade supply. Analysts believe the overall DRAM/NAND shortage is unlikely to change in the short term, and prices remain supported. This round of global expansion is expected to significantly boost Micron’s production capacity and create tens of thousands of jobs. The company aims to produce about 40% of its DRAM in the US by around 2030. More updates will follow as AI demand continues to evolve.

BlockBeats news, on July 5, according to on-chain data, since the official Meme coin TRUMP launched in January 2025, approximately 1.48 million wallets that purchased the token, 988,900 of them (about two-thirds) were at a loss as of the end of June, with total realized and unrealized losses of around $3.81 billion. Data shows that only 492,300 wallets made a profit, with total realized gains of about $4.04 billion. The profits were mainly concentrated among early participants who bought during the initial distribution phase at prices below $1. Calculating across all holding wallets, the overall net profit is about $236 million. According to reports, Trump's recently disclosed annual financial report shows that he earned about $636 million in income from the TRUMP Meme coin, with his total crypto-related revenue in 2025 exceeding $1.4 billion. In addition, Nansen's analysis of the Trump family's DeFi project World Liberty Financial’s governance token WLFI shows that among the 26,663 wallets that bought WLFI on the secondary market, about 85% have recorded losses, with total losses around $83 million, while cumulative profits are about $23 million.

According to Golden Ten Data on July 5, information from several airlines including Air China, China Eastern Airlines, and China Southern Airlines indicates that starting from July 5, 2026 (inclusive), the fuel surcharge on domestically sold flight tickets will be reduced. The adjusted fee standard will be: for domestic routes of 800 kilometers (inclusive) or less, the fuel surcharge per segment will be 50 RMB; for routes over 800 kilometers, the surcharge per segment will be 100 RMB. Compared with the previous rates, these are reductions of 30 RMB and 50 RMB, respectively.