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High-demand microchips have Chinese tech giants scrambling to stockpile supply before trade restrictions tighten, creating scarcity that could benefit shareholders.

While conventional wisdom suggests trade wars spell trouble for tech companies with global supply chains, Nvidia appears to be carving out a unique position amid the U.S.-China tensions The semiconductor giant, central to the artificial intelligence (AI) revolution, may actually find unexpected tailwinds where others face significant headwinds. Chinese tech giants have been racing to secure…