Semiconductors are under pressure after Nvidia (NVDA) reveals a $5.5B charge from new export restrictions. The company's H20 A.I. chip reportedly was used in China's DeepSeek research, and this charge is weighing on NVDA shares. Kim Forrest joins Diane King Hall to discuss the wider scope of the U.S. and China trade war and what it means for semiconductors. She discusses the issues of building fabrication and manufacturing facilities outside of Taiwan. Kim also looks at ASML earnings and previews TSMC (TSM) ahead of its report.