The semiconductor landscape is shifting at warp speed. As AI demand redraws market boundaries and geopolitics fuels supply chain reinvention, here’s what deserves your attention right now: 1. NVIDIA’s Stratospheric Surge Continues NVIDIA just shattered earnings expectations again (Q1 revenue: $26B, up 262% YoY), cementing its AI chip dominance. But the real story? Its Blackwell architecture […]