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```htmlGolden Ten Data reported on June 30 that Applied Materials has unveiled a product line of three-dimensional (3D) chip manufacturing equipment designed for AI semiconductor applications. This series of equipment mainly focuses on flatness, deposition, and metrology detection required by advanced packaging processes such as high bandwidth memory (HBM), Chiplet, and Hybrid Bonding. Specifically, the newly announced equipment includes advanced Chemical Mechanical Polishing (CMP), Electrochemical Vapor Deposition (ECD), and Plasma-Enhanced Chemical Vapor Deposition (PECVD) devices for the packaging sector. It also introduces process control devices based on electron beams and upgrades its epitaxial equipment used for DRAM processes.```

Golden Ten Data reported on June 30 that according to the SEMI report, global 300mm memory wafer fab equipment investment is expected to surpass the $50 billion mark for the first time in 2026, reaching $52 billion, a year-on-year increase of 29%. In terms of breakdown, DRAM equipment spending will account for $37 billion, representing 71% of the total, with a year-on-year increase of 29%; NAND equipment spending will also see a nearly parallel year-on-year increase of 28%, reaching $14 billion. Global 300mm memory wafer fab equipment investment is expected to grow another 11% in 2027, reaching $57 billion; from 2024 to 2029, the overall CAGR for these six years is estimated at +19%, indicating long-term robust capacity expansion.

ChainCatcher reports, according to Coinglass data, the current whale holdings on the Hyperliquid platform total $4.307 billion, with long positions at $2.117 billion, accounting for 49.15% of holdings, and short positions at $2.19 billion, accounting for 50.85%. Long position profits and losses stand at -$158 million, while short position profits and losses are $37.4564 million. Among them, the whale address 0x082e..88 has opened a 5x full position long on HYPE at a price of $38.6755, with an unrealized profit and loss of $38.2236 million.