Semiconductors
The Semiconductor Supercycle of 2025: Beyond NVIDIA and into the AI Utility Era
As the curtain closes on 2025, the semiconductor industry has officially moved past the "AI hype" phase and into a period of structural re-architecting. While 2024 was defined by the frantic scramble for compute power, 2025 will be remembered as the year the "Semiconductor Supercycle" proved