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Core Viewpoint - The article highlights significant positive developments for U.S. chip stocks, driven by a new trade agreement between the U.S. and the EU, which includes a substantial purchase of AI chips worth €40 billion (approximately ¥332 billion) by the EU [2][5]. Group 1: Trade Agreement and Market Impact - The EU plans to purchase AI chips valued at €40 billion as part of its trade agreement with the U.S., which has led to a surge in U.S. chip stocks, with the Philadelphia Semiconductor Index rising over 1% [2][5]. - Major chip companies such as AMD, NVIDIA, Broadcom, and NXP Semiconductors saw their stock prices increase, with AMD rising over 3% and NVIDIA, Broadcom, and NXP Semiconductors rising over 1% [2]. - The European stock market also experienced gains, with major indices like the Euro Stoxx 50 and DAX 30 rising over 1% [9]. Group 2: NVIDIA's New Orders - NVIDIA has placed a new order for 300,000 H20 chips with TSMC, supplementing its existing inventory of 600,000 to 700,000 H20 chips [3][18]. - This decision indicates NVIDIA's confidence in the future GPU market and its intention to restart production lines for market-customized AI chips [21]. - The H20 chip is designed specifically for the Chinese market and complies with U.S. export restrictions, featuring advanced packaging technology [22]. Group 3: Economic Forecast Adjustments - Goldman Sachs has adjusted its economic forecasts for the Eurozone, raising growth predictions for 2025 and 2026 by 0.1 percentage points to 1.1% and 1.2%, respectively, due to the trade agreement and better-than-expected economic activity [10]. - The effective tariff rate on EU goods exported to the U.S. is expected to rise from approximately 10% to about 16% as a result of the agreement [10]. Group 4: Internal EU Discontent - There are internal disagreements within the EU regarding the trade agreement, with German Chancellor Merz expressing dissatisfaction over the 15% tariff on EU goods, which he believes burdens Germany's export-oriented economy [11][13]. - French Prime Minister Borne criticized the agreement, stating it represents a failure for the EU in defending its values and interests [14].