Core Viewpoint - The article discusses the urgency faced by Taiwanese gaming companies MSI and Gigabyte to ship products to the U.S. before the implementation of higher tariffs by the Trump administration, particularly focusing on NVIDIA's latest RTX 5090 graphics cards [1][2]. Group 1: Tariff Impact and Company Responses - MSI and Gigabyte are racing against time to maximize shipments to the U.S. market due to impending tariff increases, with both companies deriving about 20% of their overall revenue from this market [1]. - MSI's chairman indicated that the company began preparing for the U.S. market before the trade war escalated in April, but the limited time for inventory buildup has made it challenging to meet demand [1]. - A temporary "tariff truce" has been established, reducing tariffs on Chinese exports to the U.S. from 145% to 30% and on U.S. exports to China from 125% to 10%, but this agreement is set to expire on July 9 [2]. Group 2: Supply Chain Diversification - In response to tariff uncertainties, MSI is accelerating its supply chain diversification strategy, including the construction of a new production base in Taoyuan, Taiwan, expected to be operational by 2027 [2]. - MSI is also renovating a facility in California to serve as an assembly and storage center for AI servers, desktops, and graphics cards, anticipated to be operational in the next quarter [2]. - Gigabyte is similarly advancing its plans for a new AI server factory in California, which is expected to enhance supply chain resilience [3]. Group 3: Financial Performance and Market Concerns - Gigabyte reported record revenue in May, attributed to urgent orders driven by tariff concerns, highlighting the financial impact of the trade situation on tech companies [3]. - Both companies express concerns that currency fluctuations, such as a rapid appreciation of the New Taiwan Dollar, could pose significant risks to technology suppliers [3].

Core Insights - The rapid development of artificial intelligence (AI) technology is creating significant opportunities in the market [1] Group 1: AI Market Trends - Blackstone's COO Jonathan Gray believes there is substantial growth potential in data center demand despite challenges posed by U.S. tariffs on AI [3] - Berkshire Hathaway's executive indicates that AI will be a transformative force in the insurance and risk pricing sectors [3] - Apple is collaborating with startup Anthropic PBC to develop a new AI-driven software platform for coding, which will integrate Anthropic's Claude model into Apple's Xcode [3] Group 2: Company Developments - Rite Aid Corp. is facing pressure to file for bankruptcy again within a year due to the inability to secure additional capital, leading to layoffs [3] - Samsung Electronics has begun mass production of HBM3E 12Hi memory but faces risks related to inventory accumulation as it has not yet passed NVIDIA's qualification tests [4] - NVIDIA has reportedly decided to halt sales of its GeForce RTX 5090 D graphics card in mainland China, which was designed to comply with U.S. export controls, resulting in a significant reduction in AI performance [4] Group 3: Apple Bond Issuance - Apple has issued $4.5 billion in bonds, marking its first bond issuance in nearly two years, with plans to use the net proceeds for various corporate purposes [6] - The bond issuance includes $1.5 billion in three-year bonds and $1 billion each in five-year, seven-year, and ten-year bonds [6] - Apple has $8 billion in debt maturing between May and November, and the bond sale attracted orders exceeding $10 billion, indicating strong demand [7]