AI-related semiconductor stocks rallied again on Wednesday after Nvidia chief executive Jensen Huang joined former US President Donald Trump during a prominent visit to China. Investors viewed the development as a positive indication for future discussions surrounding trade and technology cooperation between the United States and China.

The surge in chip shares was also driven by concerns over potential memory chip shortages following unsuccessful labour negotiations at Samsung Electronics. The situation raised fears of further disruption across the global AI hardware supply chain, lifting sentiment across the semiconductor sector.

Reports that Huang had been added to Trump’s delegation at the last moment boosted hopes that restrictions surrounding Nvidia’s AI chip sales to Chinese customers could eventually ease. Market participants interpreted the move as a sign that negotiations over advanced semiconductor exports may be progressing.

Shares of several major semiconductor and storage companies recorded gains amid the optimism. Investors also responded positively to expectations that meetings between Trump and Chinese President Xi Jinping could help reduce tensions affecting the technology industry.

The China visit has attracted significant market attention as advanced AI chips remain at the centre of the wider technology competition between Washington and Beijing. Nvidia’s H200 processors, designed for artificial intelligence workloads, continue to play a key role in ongoing discussions around export controls and market access.