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A U.S.-Taiwan trade deal unlocks $250 billion in semiconductor investments, slashing tariffs and accelerating TSMC's Arizona fabs amid China tensions. This pact promises jobs, AI dominance and supply chain security.
Download the eBook, The impact of AI on data center security, sustainability, and talent development, to explore AI’s impact on data centers and how to prepare for what’s next.
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Apple's long-standing dominance as TSMC's top customer is eroding due to surging AI demand from Nvidia, forcing Apple to compete for production capacity and pay premiums. Projections indicate Nvidia will surpass Apple in revenue share by 2026. This shift highlights vulnerabilities in tech supply chains amid AI's rise.
President Trump's policy allows Nvidia and AMD to sell AI chips like H200 and MI325X to China with a 25% surcharge funding U.S. tech advancements. This shifts from bans to generate billions in revenue while maintaining market share, though critics fear it boosts China's self-sufficiency.
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President Trump's January 2026 executive order bars major defense contractors like Lockheed Martin from dividends and stock buybacks until they boost arms production and meet deadlines. Frustrated with delays despite high budgets, the move redirects funds to manufacturing, causing stock drops and industry upheaval. This prioritizes national security over shareholder profits.
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