High-performance GPUs manufactured in Taiwan could now enter the US market tariff-free through a technical loophole in the United States-Mexico-Canada Agreement (USMCA), found by a research firm SemiAnalysis. Companies can route Taiwan-made GPUs through assembly facilities in Mexico and Canada, effectively circumventing the 32% import duty that would otherwise apply to direct shipments from Taiwan. The exemption hinges on a Most-Favored-Nation clause within the USMCA framework that specifically classifies digital processing units (HTS 8471.50), automatic data processing machine units (HTS 8471.80), and their associated components (HTS 8473.30) as "originating goods." This classification applies regardless of manufacturing origin, creating a duty-free pathway for NVIDIA HGX boards, GB200 baseboards, and RTX GPU cards that undergo final assembly in North American facilities.

The strategy capitalizes on two complementary policy mechanisms. First, President Trump's March 7 executive orders maintained existing USMCA exemptions, preserving the duty-free status for compliant goods from Canada and Mexico. Second, the USMCA's expanded definition of originating products creates a classification framework that treats assembled servers and related components as North American products despite their core manufacturing in Taiwan. For US technology firms, the additional logistical complexity of cross-border assembly operations is offset by eliminating substantial import duties on these high-value components. This practice mirrors established protocols in agricultural imports, where products like Mexican avocados gain preferential treatment under similar origin rules. The global supply chain is adapting quickly, especially in high-margin areas like GPUs, which power AI workloads. We are yet to see how companies set up manufacturing and logistics in the new era of tariff-driven narrative.

At yesterday's J.P. Morgan Healthcare Conference NVIDIA announced new partnerships to transform the $10 trillion healthcare and life sciences industry by accelerating drug discovery, enhancing genomic research and pioneering advanced healthcare services with agentic and generative AI. The convergence of AI, accelerated computing and biological data is turning healthcare into the largest technology industry. Healthcare leaders IQVIA, Illumina and Mayo Clinic, as well as Arc Institute, are using the latest NVIDIA technologies to develop solutions that will help advance human health.

These solutions include AI agents that can speed clinical trials by reducing administrative burden, AI models that learn from biology instruments to advance drug discovery and digital pathology, and physical AI robots for surgery, patient monitoring and operations. AI agents, AI instruments and AI robots will help address the $3 trillion of operations dedicated to supporting industry growth and create an AI factory opportunity in the hundreds of billions of dollars.

"The Earth is Blue," said Yuri Gagarin, the first human to journey into space. With two-thirds of its surface covered in water, Earth is a planet that exuberates its blue radiance in the dark space. However, today, the scarcity of water is a challenge that planet Earth is confronted with. For some, this may be hard to understand. What happened to our blue planet Earth? To put in numbers, more than 97% of the water on Earth consists of seawater, with another 2% locked in ice caps. That only leaves a mere 1% of water available for our daily use. The problem lies in the fact that this 1% of water is gradually becoming scarcer due to reasons such as climate change, environmental pollution, and population growth, leading to increased water stress. 'Water stress' is quantified by the proportion of water demand to the available water resources on an annual basis, indicating the severity of water scarcity as the stress index rises. Higher stress indexes signify experiencing severe water scarcity.

The semiconductor ecosystem, unsustainable without water
Because water stress issues transcend national boundaries, various stakeholders including international organizations and governments work to negotiate water resource management strategies and promote collaboration. UN designates March 22nd as an annual "World Water Day" to raise awareness about the severity of water scarcity running various campaigns. Now, it's imperative for companies to also take responsibility for the water resources given and pursue sustainable management.

Gaming allows us to experience worlds beyond imagination, share our stories and forge friendships with people across the world. At Xbox we believe that gaming is for everyone, including the over 429 million players with disabilities, and it is our responsibility to create a place where everyone feels welcome, safe, and included to experience the joy and community of gaming.

Each October we take a moment to celebrate the disability community, and earlier this month Xbox celebrated its partnership with Special Olympics in the form of Gaming for Inclusion, a hybrid, multi-day tournament that aims to showcase the power of inclusion through gaming, break down barriers and empower Special Olympics athletes through technology. Prioritizing accessibility in gaming invites more people to experience gaming, by empowering all gamers to play in the way that is true to them.

ASUS today announced that ASUS Antibacterial Guard antibacterial protection is now protecting the widest ever range of ASUS laptops. Availability includes the majority of Vivobook models, including Vivobook, Vivobook Go, Vivobook S, S Flip, Pro and Pro X. This feature will be extended to cover selected Zenbook models, with the result that more than 8 out of 10 ASUS laptops sold will be protected by Antibacterial Guard.

According to a recent global survey of over 20,000 laptop users conducted by Pollfish and ASUS in March and April, 2022, laptop users are increasingly concerned with the hygiene of their work environment, especially in locations where a few coworkers work face-to-face. In the survey, 88% of prospective laptop purchasers expressed a positive interest in learning about antibacterial laptops, and 68% are interested in purchasing one.

With debates around the nature of video games' influence on psyches and behavior usually being surrounded with violence-related claims, it is certainly refreshing to see something like this happening. The American FDA (Federal Drug Administration) has recently permitted marketing of the first specifically-developed video game designed with the intention of serving as a treatment for ADHD. Under the slogan "it's time to play your medicine", the game, EndeavorRx (AKL-T01), is being marketed for children between the ages of eight and 12. It was designed to "to directly target and activate neural systems through the presentation of sensory stimuli and motor challenges to improve cognitive functioning."

The FDA has issued this permit on the basis of five different studies involving more than 600 children diagnosed with ADHD, where they were encouraged to play this particular video game. Following the test results, a measurable decrease or even dissipation of attention deficit levels in a number of ADHD-related benchmarks were seen. However, not all is green on this side of the pasture: the FDA in its approval also mentioned some verifiable, but not serious, adverse effects after the children were exposed to the EndeavorRx-based therapy, such as frustration, headache, dizziness, emotional reaction, and aggression. The FDA themselves say that the clinical trial results do not suggest this videogame prescription could be an alternative to ADHD drug-specific prescriptions, however. But it could be a first step between an ADHD diagnosis and drug-based treatments. Check out a video of the game after the break.