May 2, 2025
“How Geopolitics and AI Are Shaping the Future of Semiconductors: Two Key Stocks to Watch”
# Semiconductor Industry Thrives Amid Technological Advancements and Market Dynamics Companies in the Semiconductor – General industry are at the forefront of a technological revolution driven by high-performance computing (HPC), artificial intelligence (AI), electrified and automated driving, and the Internet of Things (IoT). The semiconductors produced by these firms are essential for cloud operations and transforming large volumes of data into actionable insights that enhance operational efficiency. This robust growth outlook has led to rising share prices and strong valuations. Despite potential recession concerns, companies like NVIDIA Corp. (NVDA) and Texas Instruments (TXN) remain strong contenders in the market. Additionally,