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4 stories for“semiconductor trade”
The IMF and UNCTAD describe a widening split: economies tied to chips and AI infrastructure are gaining momentum while many energy importers absorb the war shock.
Aug 2, 2026
WSTS is due to publish its second-quarter forecast update on August 3 after raising the 2026 semiconductor outlook. AI demand is strong, but concentration is the central risk.
Aug 2, 2026
Goods and services trade added about $2 trillion in the first half of 2026. Much of the rise reflects higher prices, leaving a more uneven volume story underneath.
Aug 2, 2026
