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October 2025 — First Blackwell Wafer Produced on American Soil Nvidia and TSMC celebrated in Phoenix, Arizona, the production of the first Blackwell wafer manufactured on U.S. territory. Jensen Huang personally signed the wafer, a symbol of the industrial reshoring…

The final quarter of 2024 will go down in the annals of the electronics industry as a period of profound transformation. Between the rise of artificial intelligence as the market’s defining force, the spectacular rebound of semiconductors, Intel’s symbolic fall…