The demand for AI chips has supported the fundamentals of global trade, and the negative impact of geopolitical conflicts has been offset by the wave of technological advancement. This script is quite interesting.

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News from Biquan.com: The World Trade Organization released a report on the 5th stating that, despite the ongoing Middle East conflict continuing to bring adverse effects, global merchandise trade in 2026 still remains resilient. Rising demand for electronic components related to artificial intelligence is one of the main positive factors. The report shows that the current global merchandise trade prosperity index is 101.7, slightly down from 102.3 in January, indicating that growth in merchandise trade may be starting to slow down. The drivers of merchandise trade indicate that the surge in demand for AI-related electronic components may, to a certain extent, offset the negative impacts caused by the Middle East conflict.
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