[4/12 11:00] Carson Block warns AI plus passive investing could break the stock market / AI chip advanced packaging bottleneck - US chips still need Taiwan round trip

AI News Flash for April 12, 2026 at 11:00 UTC. Topics: 1. Carson Block warns AI plus passive investing could break the stock market https://news.google.com/rss/articles/CBMi-gFBVV95cUxPVGNxQ0dOcERoM21KYWZMX083Q2NZY05wZElrVnVvVG5kOUNkRFFhM1lPMS1BSXZOdVRsTUNfaFViQko3R1NVU0JsZXZxaWV6d0dIUzdPamlSLTc2MFNydVNfNW9qRmZrZGo0dzdOVDNlOGx6WWJUNzNqZTJ6cDZGc19vVFRXRG1YRWp4bXEtbW5NNTBGZzZlQm5mTjZEOUw2dGdDUzNWYzlIZVk1eW4zOHM5cGdpZUtENnQ1N0NuS2FFMWgxUHhzazQ1VkJvb2VDbmZzQkVuUWhIU0NBckFXSmhHcGZtYUNsN1FuSWppWm5PbnRKWWVUbDRB?oc=5 2. AI chip advanced packaging bottleneck - US chips still need Taiwan round trip https://www.cnbc.com/2026/04/08/tsmc-nvidia-advanced-packaging-intel.html 3. Qualcomm CEO says the winner of edge AI will win the entire AI race https://www.fool.com/investing/2026/04/11/qualcomms-ceo-says-the-winner-of-edge-ai-will-win/ 4. Semiconductor industry revenue hits $1.3 trillion, memory crisis hits consumers https://finance.yahoo.com/sectors/technology/article/semiconductor-industry-revenue-to-hit-13-trillion-in-2026-as-memory-crunch-hits-consumers-151202545.html