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China evaluates potential export restrictions on AI and semiconductor technologies
Dagens IndustriLO·CN · US·about 13 hours ago
The VanEck Semiconductor ETF (SMH) has declined 17 percent from its peak, yet capital inflows remain robust as investors bet on long-term demand for AI-related hardware. The divergence between price action and fund flows suggests sustained institutional confidence in the semiconductor sector's growth trajectory despite current volatility.