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```htmlAccording to Golden Ten Data on July 1, Huatai Securities pointed out that the $1.3 trillion investment scale is 7.8 times that of TSMC's investment in Arizona, USA ($165 billion), which may have a profound impact on the global semiconductor industry's competitive landscape and supply-demand relationships. Huatai Securities believes that under the booming AI sector, the expansion of advanced processes, HBM, and advanced packaging capacity will drive continuous incremental demand for equipment. Equipment manufacturers may benefit from long-term structural opportunities brought about by this decade-long investment cycle. Related overseas companies in the industry chain include leading global suppliers of lithography, deposition and etching equipment, coating and developing equipment, as well as companies with a high proportion of revenue from memory. Related Chinese enterprises include cleaning equipment manufacturers and thermal processing equipment manufacturers with business layouts in Korea.```

BlockBeats News, July 1st, according to Bit.com market data, one of the leading US stock crypto concept stocks, Circle (CRCL), experienced a sharp decline of 17.55% on Tuesday's trading day, with a closing price of $62.63, reaching a historical low. On the news front, the new stablecoin project Open Standard announced support from over 140 companies, including Visa, Mastercard, American Express, Stripe, BlackRock, an exchange, Google, BNY Mellon, Standard Chartered, DBS, U.S. Bank, Shopify, DoorDash, IBM, and more, covering payment giants, traditional banks, asset management, crypto-native companies, and tech platforms. The company will launch the stablecoin - Open USD, later in 2026, and will be deployed on multiple chains including Base (an exchange), Solana, Stellar, Polygon, and Ripple. Furthermore, the news of CRCL's removal from the Russell Index is also gaining traction. It is reported that the Russell Index underwent adjustments after market close on June 26th, with CRCL (Circle Internet Group, NYSE: CRCL) being removed from several major Russell growth indices, including the Russell 1000 Growth. Passive funds/ETFs tracking these growth indices will mechanically adjust, leading to the selling of CRCL shares.

On July 1, according to Kyodo News, Japan's Ministry of Economy, Trade and Industry announced on the 30th that it will provide 387.3 billion yen (approximately $2.38 billion) to support a new company led by SoftBank, which is dedicated to developing domestic artificial intelligence (AI) foundational models, as part of the development commission for the fiscal year 2026. The ministry will support research and development in the field of physical AI that combines robotics and AI technology, thereby enhancing the competitiveness of Japan's manufacturing sector, where it holds a competitive advantage. The new company, named 'Noetra' (formerly Japan AI Foundational Model Development), is established with SoftBank, NEC, Honda, and Sony Group as core members. In addition to advanced Japanese language understanding and reasoning capabilities, it will also focus on developing foundational models that can recognize images, videos, audio, and physical spaces. The company has been selected for a support project under the 'New Energy and Industrial Technology Development Organization' (NEDO) affiliated with the ministry.