The United States and China have announced a trade truce and discussed a partial rollback of restrictions on the export of AI chip components. In South Korea, high-level talks between US and Chinese leaders took place, focusing on key issues in the global semiconductor industry and the supply of rare earth metals. According to reports, the two sides have agreed to a one-year trade truce: China will suspend the imposition of new export restrictions on rare earth elements used in chip production, while the US will halve tariffs on a range of Chinese goods. The main topic of discussion was the ban on the export of AI accelerators to Chinese companies. The US President stated that he is considering the possibility of partially resuming the export of NVIDIA chips, excluding the most powerful models in the Blackwell series. Although the meeting has reduced trade tensions, many contentious issues, including technological sovereignty and export control, remain unresolved. The recent agreement has sparked hopes for a more stable and predictable trade environment, but significant challenges lie ahead in the complex and highly competitive global semiconductor industry.