International Perspective · August 03, 2026
① Arista Q2 FY2026 Earnings Preview: AI Networking Demand Test on Aug 4 — Arista Networks (NYSE: ANET) will report Q2 FY2026 results on Aug 4. Consensus: Revenue $2.831B (+28.4% YoY), Net Income $1.043B (+17.3% YoY). Key watch: AI-driven 800G/1.6T switch adoption rate, cloud titan order trajectory, gross margin trends. Arista expanded AI networking portfolio with 7060XE7 1.6T platform and AI Zero Trust SD-WAN (Arista IR / Nasdaq)
② S.Korea July Chip Exports $41B — 2nd Month Above $40B, AI Demand Structural — South Korea July exports: $98.9B (+62.8% YoY), 2nd highest in history. Chip exports $41B, 2nd consecutive month above $40B — unprecedented. July 1-20 preliminary chip exports +180.6% YoY. Trade surplus $30.32B. KOSPI down 30% in July before record +17.91% rebound Aug 1 (Xinhua / Seoul Economic Daily)
③ China AI Super-Node Five Tigers Concept Gains Traction [详见中文版] — Chinese market analysis identifies Ruijie, Unisplendour (H3C parent), Inspur, Sugon, Huaqin as Super-Node Five Tigers. Concept leverages WAIC 2026 super-node showcase momentum. Deployment expected to pull optical chips (Yuanjie CW laser), switch chips (Centec/Montage PCIe), liquid cooling demand (East Money)