International Perspective · July 23, 2026
① AMD Advancing AI 2026 opens in San Francisco — Lisa Su keynote today unveils Zen 6 EPYC Venice (world's first 2nm server CPU) + MI455X, challenging NVIDIA Vera Rubin; NVIDIA Vera Rubin NVL72 enters production ramp across 30 countries, 10x token throughput per megawatt (AMD Official / NVIDIA Newsroom / 36kr)
② CXMT (Changxin Memory) STAR Market IPO raises 66.6B yuan — Largest A-share IPO of 2026, 2nd largest in STAR history; Zhongji Innolight HK IPO subscription opens at HK$550B max with 29 cornerstone investors including Temasek/Hillhouse/Alibaba/Tencent (SSE / CNBC / Reuters)
③ Korean KOSPI surges 5%+ on chip export boom — Samsung +6%, SK Hynix +8%, Sidecar triggered; Samsung chip exports +180% YoY; Arista Networks introduces AI-Driven Zero Trust Branch for SD-WAN (SE Daily / Arista Official)