知情人士透露，美國據稱降低對週二達成美加貿易協議的預期。美國總統特朗普和加拿大總理卡尼預計將於週二再次通話。

South Korean shares led declines in Asian chip names on Wednesday morning as rising bond yields intensified concern over heavy tech-sector capital spending. The KOSPI tumbled as much as 6.8% intraday and an Asian semiconductor index fell over 2%, mirroring selloffs in US semiconductor and other AI-related stocks. Bond yields stayed elevated on worries about inflation and rising government debt, raising the risk that borrowing costs could climb further; uncertainty from the ongoing Iran conflict added to caution. The CEO of Fibonacci Asset Management said the long-term AI case remains intact but rising rates and geopolitical risk are making investors unwilling to pay high premiums, and price falls also reflected profit-taking after an “exceptionally strong rally.”

TrendForce數據顯示，AI服務器液冷滲透率預計將從2025年的約38%，升至2026年的53%，並在2027年進一步接近60%。推動這一變化的主要因素，是NVIDIA、AMD和Google下一代AI平臺更廣泛採用液冷方案。 隨着AI芯片功耗和機櫃密度繼續提升，液冷正在從部分高功耗服務器的可選配置，快速向AI基礎設施的主流方案擴散。2026年滲透率首次超過50%，意味着AI資本開支的增量開始進一步向散熱、電力和數據中心配套環節延伸。