International Perspective · July 19, 2026
① Kimi K3 triggers "DeepSeek Moment" — Moonshot AI's 2.8T parameter open-source model designs chip in 48 hours — EDA giants crash (Synopsys -7.85%, Cadence -9.47%); Philadelphia Semiconductor Index enters technical bear market (>20% drawdown); Apple overtakes NVIDIA as world's most valuable company (CNBC / Reuters / Yahoo Finance)
② Huawei Atlas 950 SuperPod wins WAIC 2026 highest honor SAIL Award — 1024-card scale, 1 EFLOPS FP8 compute; Alibaba Cloud launches first super-node cloud instance; SenseTime announces Galaxy Plan for domestic AI infrastructure ecosystem (IT Home / Huawei / Sina Finance)
③ Korea antitrust probe expands beyond Montage to Renesas and Rambus — All three raided in memory chip price-fixing investigation; Xi Jinping delivers AI global governance keynote at WAIC opening (SemiMedia / Chosun / Xinhua)