Why Are Rival Chipmakers Outperforming Nvidia in 2025?

Explore why rival chipmakers are outperforming Nvidia in 2025. Learn about the sector rotation, AI hardware competition, and the surge in memory and equipment demand shaping the semiconductor industry this year.

In 2025, rival chipmakers are outpacing Nvidia’s stock performance as investors shift focus to memory and equipment suppliers amid rising AI hardware competition. Discover the key factors driving this trend in the semiconductor sector.