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젠슨 황, 트럼프 요청으로 방중 수행단 막판 합류

Why it matters

NVIDIA CEO Jensen Huang's last-minute inclusion in Trump's China delegation underscores the strategic importance of AI semiconductors in U.S.-China negotiations. With NVIDIA currently projecting near-zero Chinese revenue due to export restrictions, any breakthrough on chip access could dramatically reshape the semiconductor industry's growth trajectory and the company's financial outlook. This signals that semiconductor competition has become a cornerstone of geopolitical strategy, not just a trade issue.

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