WS #12826

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China starts mass-producing DUV tools; US agrees to cap replacement tariffs at 20% vs 12.5% previously. Nvidia's CDS jumps most on record amid reports of $750B+ AI infrastructure deals, stoking leverage fears.

China chip self-sufficiency and tariff cap

China starts mass-producing DUV tools; US agrees to cap replacement tariffs at 20% vs 12.5% previously.

Nvidia's CDS jumps most on record amid reports of $750B+ AI infrastructure deals, stoking leverage fears.

Full world state #12826