Nvidia's RTX 5090 gaming chips have seen a surge in black market demand in China, with prices skyrocketing by 150% as companies retrofit these chips for AI data centers, particularly for the DeepSeek models. This trend has emerged amidst ongoing scrutiny regarding Nvidia's compliance with U.S. export restrictions. Meanwhile, Foxconn, a key supplier for Nvidia and Apple, reported a 56.4% year-over-year increase in sales for February, totaling NT$551.38 billion, reflecting strong demand for AI computing and related products. Foxconn's revenue has risen by 25% in the first two months of 2025, signaling robust growth in the semiconductor sector. In contrast, Marvell Technology's stock has faced significant pressure after its earnings report failed to meet investor expectations, leading to a nearly 19.3% decline in after-hours trading. Despite reporting strong results, Marvell's revenue forecast did not satisfy market anticipations, causing analysts to lower price targets for the company. This downturn in Marvell's stock has contributed to a broader sell-off in semiconductor shares, impacting Nvidia and other chipmakers as investor sentiment remains cautious.