International Perspective · August 07, 2026
① China Launches Cybersecurity Review of Palo Alto Networks' Products Sold in the Country [详见中文版] — On Aug 6, China's Cyberspace Administration (CAC) announced a cybersecurity review of products sold by Palo Alto Networks in China, citing the need to safeguard critical information infrastructure. The U.S. firewall vendor's shares dipped ~1.5% in pre-market trading. (CAC (Cyberspace Administration) / Xinhua)
② NVIDIA Re-Evaluates Rubin Ultra HBM Configuration Amid DRAM Shortage Extending Into 2027 [详见中文版] — TrendForce reports NVIDIA has been re-evaluating the HBM configuration for its Rubin Ultra flagship since Q3 2026, shifting from the original HBM4e 12hi plan to parallel assessments of HBM4e 8hi, HBM4 12hi and HBM4 8hi designs, as the DRAM market flips from oversupply concern to shortage through 2027 and HBM4e validation timelines face uncertainty. Final spec is not yet locked. (TrendForce / Eastmoney)
③ Copper Hits Record ~$6.90/lb as Congo Bans Concentrate Exports; AI Data-Center Demand Cited [详见中文版] — U.S. copper futures touched a record ~$6.90 per pound on Aug 6 before retreating, after the Democratic Republic of Congo officially banned copper and cobalt concentrate exports to push more domestic processing. CNBC noted the rally is driven more by supply disruptions than broad demand, but is underpinned by data-center and power-grid demand from rapid AI expansion. (CNBC)