US-Taiwan Trade Deal: Semiconductor Chains and Tariff Reductions
Taiwan and the US agree to cut tariffs on exports while negotiating the relocation of semiconductor supply chains amid rising geopolitical tensions and surging AI-driven chip demand.
Nvidia Demand Soars, Driving Manufacturing Acceleration
Demand for Nvidia's GB200 & GB300 systems drives manufacturing acceleration. ODMs like Foxconn play a bigger role in testing due to complexity. SPY and QQQ also declined.