Trump’s China Visit Ends Without a Chip Deal
Trump’s state visit to China ended without the semiconductor breakthrough many were watching for. The trip underscored how advanced compute has become a national-security issue, not just a trade issue. Traditional industrial deals moved forward, but the chip dispute stayed unresolved.
- The summit did not produce the expected semiconductor agreement, and chip stocks sold off as markets adjusted.
- A major commercial win still landed, with Boeing securing a 200-aircraft deal for Beijing.
- Nvidia’s H200 clearance remained stuck because Beijing did not formally approve purchases.
