US-China commerce talks postponed to mid-June; semiconductor export-control review accelerated.
Geopolitics
Both delegations confirmed the date change. Officials say the Commerce Department's review of advanced-chip export rules will conclude before the rescheduled talks, leaving a narrow window for negotiation.
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Angle
Export-control headlines are episodic — they create vol but not durable trend. Buy semis weakness; the structural AI capex setup outweighs the regulatory tape.