US & China agree to one-year truce on trade war
President Trump and President Xi agreed to temporarily halt aggressive and retaliatory controls on trade and exports.
Tag: semiconductor
VanEck Semiconductor ETF Experiences Big Inflow
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the VanEck Semiconductor ETF (Symbol: SMH) where we have detected an approximate $245. 8 million dollar inflow — that’s a 0. 7% increase week over week in.
NVIDIA’s First Arizona-Made Blackwell Wafer Exposes a Hidden Weakness: The U.S. Can Build Chips, But Must Send Them Abroad to Finish the Job
Well, NVIDIA had recently announced the first successful production of Blackwell chip wafers on American soil, but there’s still an element of the AI supply chain that is yet to be brought in. NVIDIA & Partners Are Still Reliant On Off-Shore Fabs For Advanced Packaging Services For those unaware, NVIDIA’s CEO Jensen Huang unveiled the first Blackwell chip wafer made in the US a few days ago at TSMC Arizona, and it was indeed a massive achievement for the ‘Made in USA’ narrative. However, there’s still a key part of the AI supply chain that isn’t with the US for [.].
Evening Reading – October 16, 2025
Evening Reading – October 16, 2025
Taiwan Semiconductor (TSM) Q3 2025 earnings results beat expectations
Taiwan Semiconductor (TSM) Q3 2025 earnings results beat expectations
Why EVs and semiconductor components are about to become costlier
The Global Trade Research Initiative (GTRI) has warned that the ongoing trade conflict between the United States and China will likely drive up prices for electric vehicles (EVs), wind turbines, and semiconductor components.