--- date: 2026-07-28 subject: "Moonshot ships K3 weights | Domestic DUV tools in production | Chinese models sweep OpenRouter" --- **Moonshot published Kimi K3's weights** on July 27, putting the model's 2.8 trillion parameters above DeepSeek V4 Pro's 1.6 trillion, though Moonshot said K3 remains behind Anthropic's Claude Fable 5 and OpenAI's GPT-5.6 Sol in performance. **A state-backed Shanghai firm began mass-producing** immersion DUV lithography tools, the machines that print circuit patterns onto silicon wafers, with domestic content put above 85% and about five units planned for 2026, according to The Information. **Chinese models took all five top spots** on OpenRouter's weekly usage ranking for July 20 to 26, led by Xiaomi's MiMo-V2.5 at 10.5 trillion tokens called, up 12% from the prior week. # Top Stories - **Moonshot releases Kimi K3's weights, letting anyone with enough hardware run the model locally** — Moonshot AI published the model weights and technical report for Kimi K3 on July 27, the date the company had set. CTD covered the model's pricing in its [July 27th edition](https://chinatechdaily.org/archive/china-daily/2026-07-27/). Parameters are the values a model learns during training, and K3's 2.8 trillion sit above other downloadable Chinese models such as DeepSeek's V4 Pro at 1.6 trillion. Moonshot open-sourced three supporting tools alongside the weights, including AgentEnv, a sandbox system for running AI agents. The company said K3 still trails the most powerful proprietary models, naming Anthropic's Claude Fable 5 and OpenAI's GPT-5.6 Sol. [PingWest](https://www.pingwest.com/w/315947) - **State-backed Shanghai firm begins mass-producing immersion lithography tools for SMIC and CXMT** — A Chinese state-backed enterprise has started mass-producing immersion deep ultraviolet (DUV) lithography machines, originally reported by The Information on July 27. Immersion DUV tools print circuit patterns onto silicon wafers through a layer of ultrapure water that sharpens the image. The machine's domestic content is put above 85%, and Shanghai Yuliangsheng Technology leads assembly. Foundry SMIC has run a prototype inside its own fab for process validation since September 2025. About five units are planned for 2026, roughly 3.8% of the 131 immersion systems ASML delivered in 2025, with the first going to SMIC, Hua Hong Semiconductor and memory maker CXMT. [Gelonghui](https://www.gelonghui.com/p/5782695) - **Chinese models hold all five top usage spots on the developer platform OpenRouter** — Chinese models occupied the top five places on OpenRouter's weekly ranking of model usage for July 20 to 26. OpenRouter routes paid developer requests to many different models. Xiaomi's MiMo-V2.5 led with 10.5 trillion tokens called, up 12% from the prior week, while DeepSeek's V4 Flash ranked second at 6.37 trillion and Tencent's Hunyuan Hy3 third at 3.94 trillion, three weeks after Tencent open-sourced it on July 6. 36Kr said the figures cover paid requests from overseas independent developers and smaller AI applications, and exclude traffic inside Chinese companies' own apps and the closed interfaces of U.S. vendors. [36Kr](https://www.36kr.com/p/3915023849985156) - **Commerce Ministry converts its overcapacity rebuttals into a published position paper** — China's Ministry of Commerce (MOFCOM), which regulates foreign trade and runs the country's trade negotiations, released "China's Position on the So-called Excess Capacity Issue" on July 28. The preface says intensifying great-power competition has led some countries to hype China's so-called overcapacity as a pretext for restrictions. The paper says no major international organization has defined overcapacity, and MOFCOM said the same day that Washington cannot label production beyond domestic demand as excess. Four chapters say capacity must be judged in full global context, and warn that protectionism will disrupt the trade order and carry long-term risk for world growth.[Gelonghui](https://www.gelonghui.com/p/5775241) [China Daily](https://www.chinadaily.com.cn/a/202607/28/WS6a6838aca310986e2b467b3f.html) # Policy & Regulation - **Commerce Ministry markets AI hardware as an export category, citing 18.6% growth in robot exports** — Industrial robot exports rose 18.6% year on year in the first half of 2026 and 3D printer exports rose 109.3%, MOFCOM said on July 28. He Shaojun, deputy director-general of the ministry's Foreign Trade Department, cited the customs figures at a State Council Information Office briefing, per Xinhua. He said AI-related products have become a new calling card for China's foreign trade. [Yicai](https://www.yicai.com/brief/103295212.html) [state-affiliated] - **Commerce Ministry rejects Washington's authority to make overcapacity findings under Section 301** — MOFCOM policy research director Lin Weilong on July 28 called the new U.S. Section 301 investigation into production capacity "a typical act of unilateralism that seriously undermines the international economic order." Section 301 is the U.S. trade law provision Washington uses to investigate a trading partner's practices and impose tariffs or other restrictions. Lin said the United States has no right to determine unilaterally whether trading partners have overcapacity, or to impose restrictive measures on that basis. China urged a return to dialogue and consultation, and said it reserves the right to take necessary measures. [Yicai](https://www.yicai.com/brief/103295205.html) [state-affiliated] # AI & Foundation Models - **Chinese tech press frames Anthropic's open-weights post as a response to public pressure** — Moonshot opened Kimi K3's weights on the evening of July 27 Beijing time; almost simultaneously, Anthropic co-founder and chief executive Dario Amodei published a post saying "Anthropic has never advocated for a ban on open-weights models." 36Kr described it as a response made under public-opinion pressure and aimed largely at soothing U.S. domestic sentiment. It noted that the openness most signatories of the open letter advocate does not touch their own core competitive barriers, since organizer Nvidia still holds the proprietary CUDA ecosystem and Microsoft sells closed models on Azure. 36Kr also said that as model capabilities grow, the open-versus-closed dispute is intensifying and the open-source trend is hard to resist. [36Kr](https://www.36kr.com/p/3914871510914178) [Anthropic](https://www.anthropic.com/news/position-open-weights-models) # Chips & Semiconductors - **Huawei says its Ascend chips ran Kimi K3 a day after the weights went public** — Huawei said on July 28 that its Ascend AI accelerator chips achieved what it calls 0-day adaptation to Kimi K3, a day after Moonshot published the weights. CTD covered the model's pricing in its [July 27th edition](https://chinatechdaily.org/archive/china-daily/2026-07-27/). Serving ran through the vLLM Ascend and SGLang open-source engines, and the Ascend 950 rack-scale system natively supports K3's MXFP4 weights. MXFP4 stores each weight at lower numeric precision, which cuts the memory a model needs to run. On training, the company completed basic functional adaptation for reduced-layer training on its Atlas 800 A3 and Atlas 900 A3 clusters, not full-scale training of the model. [ITHome](https://www.ithome.com/0/982/615.htm) # Robotics & Autonomous Systems - **Robot maker Unitree plans a 20,000-unit plant as it guides to at least double 2026 shipments** — Unitree expects to at least double its 2026 robot shipments from a 2025 level above 6,500 units, and possibly to come close to tripling it. Irving Chen, the company's director for Asia-Pacific and other regions, gave the guidance in an interview, per Nikkei Asia. Unitree builds four-legged and humanoid robots, and plans to fund a plant sized at about 20,000 robots a year with proceeds from its approved listing on the Shanghai Stock Exchange's tech-focused STAR Market. More than 70% of its humanoid revenue comes from research and education buyers, with industrial applications at 9%. Its prospectus puts 2025 revenue at 1.71 billion yuan ($240 million). [ITHome](https://www.ithome.com/0/982/586.htm)